Supercharge Your Sales with ERPNext CRM
Manage leads, track opportunities, and close deals faster with ERPNext's all-in-one CRM module. It’s designed to simplify your sales process, improve team collaboration, and give you full visibility into every stage of your customer journey. From capturing inquiries to converting them into loyal customers, ERPNext CRM streamlines every step. With built-in automation, real-time dashboards, and powerful communication tools, you can focus on building relationships—not managing spreadsheets. Empower your team to sell smarter, not harder.
Dynamic CRM Dashboard
Get a complete bird’s-eye view of your sales pipeline, customer interactions, and team activity — all in one intelligent dashboard built for real-time decision-making.
- ✔ Monitor lead progress across departments
- ✔ Prioritize tasks with built-in reminders and filters
- ✔ Customize dashboard widgets to suit your KPIs
Centralized Lead Management
Organize, track, and nurture every lead from a unified interface. ERPNext makes it effortless to manage growing customer pipelines, assign responsibilities, and follow up without missing a beat.
- ✔ Assign leads by territory, owner, or campaign
- ✔ Quickly update statuses with one-click actions
- ✔ Filter and segment leads for focused outreach
Stay Connected with Every Customer
Ever lost a deal due to a missed follow-up? Or frustrated a customer by repeating information? Frappe CRM solves that by centralizing all interactions—emails, calls, chats—into a single view so your team is always in sync.
- ✔ Email Communication & Templates
- ✔ Call Logs & Tracking
- ✔ Comments & Mentions
- ✔ Real-time Notifications
Smart Lead Assignment
Say goodbye to manual lead distribution. Frappe CRM ensures every lead reaches the right person at the right time—automatically.
- ✔ Auto-assign based on rules or round-robin
- ✔ View lead ownership and assignment history
- ✔ Ensure fast responses with alerts & reminders
What Makes ERPNext the Best CRM for Your Business?
ERPNext goes beyond basic CRM by combining powerful features with seamless integration across your entire business.
🌐 End-to-End Integration
Connect CRM with sales, support, inventory, and billing—all in one system.
🔧 Fully Customizable
Tailor pipelines, forms, automations, and reports exactly to your process.
💸 No Per-User Fees
Scale your team freely with no hidden costs or user-based pricing.
🔓 100% Open Source
Own your data, extend functionality, and never get locked in.
Why Choose NEXEVES for ERPNext CRM?
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✔ Tailored Implementations
We customize every CRM setup to match your sales processes and business logic.
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✔ Fast & Reliable Delivery
Go live in weeks—not months—with our focused and agile implementation approach.
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✔ Business-Centric Approach
We align every feature to your real-world business goals and measurable outcomes.
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✔ Deep ERPNext Expertise
Backed by hands-on ERPNext knowledge from real implementations across industries.
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✔ End-to-End Support
We’re with you at every step—from planning to post-launch success and beyond.
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✔ Transparent Collaboration
We believe in open, honest communication and involving you in every decision.
Let’s Build a Smarter CRM Experience Together
Partner with NEXEVES to unlock the full potential of ERPNext CRM. From setup to support, we ensure a seamless, tailored solution that empowers your sales and support teams.
Talk to Our Experts