CRM
Build stronger customer relationships and grow your sales pipeline. ERPNext CRM gives you complete visibility into leads, opportunities, and customer interactions all integrated with your business operations.
Get StartedKey Features
- Lead management
- Opportunity tracking
- Sales pipeline
- Customer database
- Communication history
- Sales analytics
Complete Sales Management
Lead Management
Capture leads from multiple sources, qualify, and nurture them through your pipeline.
Opportunity Tracking
Track deals through sales stages with probability, expected value, and close dates.
Customer Database
Centralized customer information with contacts, addresses, and transaction history.
Communication
Track all customer communications including emails, calls, and meetings.
Campaign Management
Plan marketing campaigns, track responses, and measure ROI.
Quotations
Generate professional quotations directly from opportunities and convert to orders.
Territory Management
Define sales territories and assign accounts to sales teams.
Sales Analytics
Dashboards and reports for pipeline, conversion rates, and sales performance.
Seamless Business Flow
Unlike standalone CRM systems, ERPNext CRM is fully integrated with the rest of your business operations. Convert opportunities to quotations, then to sales orders, all within the same system.
- Direct quotation generation
- Inventory availability checks
- Integrated order processing
- Customer credit management
- Complete transaction history
- Unified customer view
Sales Pipeline
Track deals through customizable stages:
- Lead qualification
- Needs analysis
- Proposal sent
- Negotiation
- Closed won/lost