Customer Relationship Management (CRM)

Track opportunities, prepare quotes, and record orders and shipments. Communicate with customers via email

Benefits of CRM in ERPNext

Lead Generation

A Lead is a potential Customer, someone who can give you business.
ERPNext gives you a lot of options you may want to store about your Leads. For example what is the source, how likely are they to give you business etc. If you have a healthy number of leads, this information will help you prioritize who you want to work with.

Customer Management

Effectively keep track of all customers details, contact information, payment history, stay in touch and keep them update. 
Create quotation, invoices, and record payments

Customer Management

Effectively keep track of all customers details, contact information, payment history, stay in touch and keep them update. 
Create quotation, invoices, and record payments

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