Lead capture
Leads from your website, email, and other sources captured automatically in one place.
Step 01
Understand
Review your current processes, data, and pain points.
ERP Solutions · CRM
Turn Every Inquiry Into a Tracked, Followed-Up Opportunity.
A CRM keeps your sales pipeline visible and your follow-ups consistent. We set up CRM processes that connect lead capture to quotations, orders, and customer history.
CRM
What our CRM solution covers
Opportunity pipeline
Stages, probabilities, and expected values that show where each deal stands.
Follow-ups & activities
Assigned tasks, reminders, calls, and notes so no inquiry is forgotten.
Quotations
Quotations created from opportunities and converted to sales orders without re-entry.
Customer 360° view
Contacts, addresses, communication, orders, and invoices for each customer together.
Campaigns & email
Campaign tracking and email communication linked to leads and customers.
Sales reports
Pipeline, conversion, and sales-person performance reports and dashboards.
Website form integration
Inquiry forms on your website that create leads directly in the CRM.
What it can do for your business
- Faster, more consistent response to inquiries
- A clear view of the sales pipeline
- Sales connected to quotations, orders, and invoices
- Customer history available to the whole team
ERPNext CRM or Frappe CRM
ERPNext includes CRM features that connect directly to selling and accounting. Frappe CRM is a separate, sales-focused application that can integrate with ERPNext. We recommend the option that best fits your sales process.
Discuss your requirementsOur Approach
How we implement CRM
Step 02
Configure
Set up masters, rules, permissions, and workflows to match your processes.
Step 03
Migrate
Clean and import existing records and opening balances.
Step 04
Extend
Add reports, customizations, and integrations where standard features are not enough.
Step 05
Train & support
Train each role, assist with go-live, and provide agreed support.
FAQ
CRM: common questions
Can our website inquiries go straight into the CRM?
Yes. Website forms can create leads through the API, so inquiries are recorded and assigned automatically.
Can we import our existing customer list?
Yes. We help clean and import customers, contacts, and open leads from spreadsheets or your current system.
Related Solutions
Works well with
Ready to Discuss CRM?
Tell us how your business works today and what you want to improve. We’ll recommend a practical setup.