Win more leads with ERPNext’s customer relationship manager (CRM).

ERPNext provides the best open-source CRM tool for doing more in less time. Get leads, drive sales, automate mundane tasks and connect with your prospects, and grow your business — all with the real customer-centric CRM.

360-Degree View Of Your Business

With ERPNext’s custom dashboards for sales, it’s easy to keep track of conversions and ROI of sales and marketing efforts.

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Omnichannel Interactions

Don’t miss out on anything from your leads. ERPNext makes it easy to convert all interactions into data so your sales team doesn’t have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into leads with this open-source CRM software.

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Open-source help desk with call log example.

Automate Daily Chores

Reduce overhead of manual work by setting up assignment rules (such as round-robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.

Sales Team Efficiency

Don’t miss out on the big picture of your sales team. ERPNext includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.

Real-time View of Sales Pipeline

ERPNext’s open source CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.

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On-Brand Custom Quotations

First impressions matter. Beautify your quotations and keep documents consistent with custom print format templates (using HTML or Jinja templating) and one-time configurations.

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