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
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.
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