CRM (Customer Relationship Management) is a pivotal feature within ERPNext, an open-source Enterprise Resource Planning (ERP) software solution. This integrated CRM module serves as a robust tool for businesses to streamline their customer-centric operations.
Contact Management: Store and manage customer contacts in a centralized database. Capture contact details, communication history, and preferences.
Lead Management: Capture and track leads from various sources. Qualify leads based on predefined criteria. Assign leads to sales representatives for follow-up.
Opportunity Management: Track sales opportunities through various stages of the sales pipeline. Forecast revenue based on the probability of closing deals.
Sales Automation: Automate repetitive sales tasks such as sending follow-up emails. Set reminders for sales activities. Automate quote and proposal generation.
Email Integration: Integrate with email platforms for tracking email communications. Send and receive emails directly from the CRM system. Maintain an email communication history with each contact.
Reporting and Analytics: Generate reports on sales performance, lead conversion, and customer interactions. Analyze data to make informed business decisions.
Customer Service and Support: Log customer issues and track their resolution status. Provide a knowledge base for customers to find answers to common queries. Automate ticketing and routing of customer support requests.
Task and Activity Management: Schedule tasks and appointments. Set reminders for important activities. Assign tasks to team members and track their progress.