CRM Service
The CRM module in ERPNext is designed to enhance customer interactions and streamline sales processes.
The CRM module helps businesses improve customer relationships, optimize sales efforts, and drive growth by providing a unified platform for managing customer interactions and sales activities.
CRM Module – Streamlining Your Sales and Customer Engagement
The CRM (Customer Relationship Management) module in ERPNext offers a comprehensive set of tools designed to manage and streamline your customer interactions, sales pipeline, and lead management process. It helps businesses enhance their customer relationships and improve sales efficiency through automation and tracking.
With ERPNext CRM, you can easily capture leads from various sources, assign them to sales users, and monitor progress through each stage of the sales funnel. The module supports customer segmentation, communication tracking, follow-up reminders, and integration with emails — ensuring that no opportunity is missed.
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Service Features
- Lead Management
- Opportunity Tracking
- Customer Management
- Activity Management
- Quotations and Sales Orders
- Reports and Analytics
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Key services provided by the CRM module include:
Lead and Opportunity Management
Capture customer inquiries and convert them into qualified opportunities.
Quotation and Sales Orders
Generate detailed quotations and convert them into sales orders with installation timelines.
Project and Task Management
Plan and assign installation tasks, track progress, and ensure timely completion.
Inventory and Material Tracking
Manage alarm system components and installation tools using integrated inventory features.
Technician Scheduling
Assign field service personnel with schedules and checklists for efficient on-site execution.
Customer Communication
Maintain records of calls, emails, and site visits to ensure transparent communication.
