Order Management
Efficiently Manage Your Orders with ERPNext Order Management
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
- Order Creation
- Real-Time Tracking
- Inventory Integration
- Billing Automation
- Delivery Management
- Returns and Exchanges
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Key services provided by the CRM module include:
Order Creation
Easily create sales and purchase orders with all necessary details.
Real-Time Tracking
Monitor order status and updates instantly to avoid delays.
Inventory Integration
Automatically update stock levels based on orders and deliveries.
Billing Automation
Generate invoices and manage billing without manual effort.
Delivery Management
Schedule and track shipments to ensure timely delivery.
Returns and Exchanges
Handle product returns and exchanges efficiently within the system.
