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Scalable CRM Sales Management
CRM for sales, marketing, customer service
Customer lifecycle optimization & control growth
100% customizable ERP solution
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Track leads, build relationships, and close deals faster with ERPNext CRM.
Lead & Opportunity Tracking
Capture, qualify, and convert leads seamlessly.
View, manage, and forecast deals at every stage.
360° Customer View
Lead & Opportunity Management
Track the entire sales pipeline from inquiry to deal closure.
Manage customer and business data securely in a unified place (dashboard).
Real-time data access to staff members who are interacting with clients.
Personalize experience and understand their desires by viewing past purchases, browsing, & transaction details.
Smart predict analysis and reporting for your smart business.
Complete visibility of your CRM pipeline from prospect to customer.
Our powerful sales pipeline management software help discover sales and maintain history (customer, payment, behavior, marketing, service) that boosts your selling effort.
Manage proposals and schedule demo or meetings about your product or services.
Segment and personalize your pitches to buyer or client budget.
Create attractive, custom comprehensive quotes with product references, images, and videos for customers enhancing sales volume.
Save hours automating mail templates and utilize more time in business.
Generate custom printable invoices, bills, etc.
Sales Team & Assignment
Empower sales personnel with role-based control and automation.
Reduce administrative time with smart task management.
Monitor sales team target and performance with real-time data.
Capture leads via social media, content marketing, or campaigns for effective ROI.
Build long-lasting relationships with clients with better tracking and communication.
Create and automate follow-up emails for a new customer or vendor.
Send satisfying emails to unsubscribers to retain orders and customers.
Assign members to verify vendors supporting multi-vendor sites.
Respond to customer feedback or queries building trust and sales.
Send expense or sales invoices to users.
Omnichannel Communication
Engage with leads across multiple platforms from one place.
Omnichannel is the next stage of multichannel evolution.
Manage sales and customer interaction from all networks or multiple retail functions (POS, E-commerce, manufacturing, logistics, warehouse, CRM) under one roof.
Get real-time operational insights across channels via notifications or mail.
Practice successful email marketing with our best CRM module.
Personalize content for email, newsletter, text notification, web pages, sign-up form, etc.
Segment contacts and send bulk emails to your customers.
Analyze reports for your campaigns, leads, revenue.
Full pipeline: Lead > Opportunity > Quotation > Customer
Auto email logging
Call notes & follow-ups
Real-time dashboards
Mobile access with limited features
Why Choose Tridots Tech?
Boost customer engagement with a CRM tailored to your sales cycle.
Custom CRM Setup
Designed around your sales funnel, stages, and team structure.
Sales & Marketing Integration
Connect with selling, campaigns, and support in real-time.
Continuous tuning, dashboard setup, and expert assistance.
Get Started Today
Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.
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Get the clarity you need with these commonly asked questions.
What is ERPNext CRM used for?
ERPNext CRM helps manage leads, opportunities, and customer relationships in one integrated platform.
Can I track the entire sales pipeline in ERPNext?
Yes, you can monitor every stage from lead capture to deal closure with custom workflows.
Is ERPNext CRM integrated with other modules?
Absolutely — it connects with sales, support, accounts, helpdesk, and projects for full visibility.
Can ERPNext CRM capture leads from social media or websites?
Yes, it supports omnichannel lead capture including email, web forms, and social campaigns.
Does ERPNext CRM support sales team management?
Yes, you can assign leads, set targets, and track performance with role-based access.
Can I send newsletters and follow-ups through ERPNext?
Yes, built-in email marketing tools let you send bulk emails, track responses, and automate campaigns.
All customer data—interactions, invoices, tickets—are stored in one unified customer profile.
Yes, it’s open-source, allowing full customization of fields, dashboards, and workflows.
Does it offer real-time reporting?
Yes, you get live dashboards and predictive insights for smarter decision-making.
Is ERPNext CRM suitable for small and growing businesses?
Definitely — it scales with your business without user-based licensing fees.
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