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ERPNext CRM Module

Strengthen customer relationships with contract management, communication tracking, automation, and insightful reporting.

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Comprehensive CRM Features

ERPNext CRM empowers your sales and support teams with the right tools — from managing contracts to real-time communication and automation.

Manage Contracts and Deals

Track contracts, proposals, and deals throughout the sales pipeline. Stay on top of renewals and approvals seamlessly.

Track Chats, Email and Discussions

Keep all communication in one place — emails, chats, and notes linked directly to leads and opportunities.

Workflows and Permissions

Automate approvals and set role-based permissions to streamline processes and maintain compliance.

Automate Lead Assignment

Distribute leads automatically by territory, product, or workload — ensuring faster response and higher conversions.

Twilio and WhatsApp Integration

Engage with customers via WhatsApp and SMS for instant updates, reminders, and follow-ups.

Progressive Web App

Access CRM on any device with a fast and reliable PWA experience — mobile, tablet, or desktop.

Dashboards and Reporting

Get actionable insights with sales forecasts, performance dashboards, and detailed reports for better decisions.

Why choose ERPNext CRM?

  • End-to-end customer lifecycle management in one system.
  • Seamless communication with built-in email, chat, and WhatsApp.
  • Automated workflows for faster deal closures.
  • Rich dashboards and reports for data-driven sales strategies.
CRM Dashboard

Ready to boost your customer engagement?

Demo the ERPNext CRM Module and discover how contracts, automation, and communication tools can accelerate your sales cycle.