🤝 CRM Module
Turn prospects into customers and customers into advocates
What Does the CRM Module Do?
ERPNext CRM connects marketing leads to sales outcomes to customer relationships in a single system. Track every interaction, automate follow-ups, manage your sales pipeline, and analyse conversion rates — all without leaving the platform where you raise your invoices.
Everything the CRM module can do for your business
Lead Capture & Qualification
Web form integration, email-to-lead parsing, and lead scoring rules to prioritise the best prospects.
Opportunity Pipeline
Stage-based sales pipeline with probability tracking, expected close date, and revenue forecasting.
Follow-up Automation
Scheduled follow-up tasks, email sequences, and escalation rules that prevent leads from going cold.
Communication History
Every call, email, and meeting logged against the contact — full context before every interaction.
Customer Segmentation
Group customers by industry, size, geography, or custom fields for targeted campaigns and pricing.
Sales Rep Performance
Activity reports, conversion rate analysis, and target vs actual tracking per rep and territory.
Quotation from CRM
Create quotations directly from an opportunity — no manual re-entry of customer and item details.
Revenue Forecasting
Weighted pipeline reports give management a realistic forward view of expected revenue.
CRM Module
See the CRM module in action inside your actual ERPNext environment.
Higher conversion rates
Systematic follow-ups prevent leads from slipping through the cracks.
Full customer context
History of every interaction before every call.
Accurate revenue forecasts
Pipeline data replaces gut-feel revenue predictions.
Seamless sales handoff
CRM opportunity converts directly to a sales order — no data re-entry.
This module works natively with:
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Ready to Implement the
CRM Module?
Book a free 30-minute demo. See it live in an ERPNext environment built for your industry.
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