CRM & Sales Pipeline

CRM that hands deals straight to sales and finance

From first contact to signed order, your customer data stays in one place — and flows into quotations, invoices and projects without copying.
  • Leads & sources
  • Opportunities
  • Clients & history
  • Customer groups
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CRM & Sales Pipeline
Pipeline

Drag deals to the finish line

Visualise every opportunity on a kanban pipeline with your own deal stages, and move deals forward with a drag.
  • Kanban pipeline
  • Custom deal stages
  • Drag-to-move
  • Win/loss tracking
Lead capture

Import, qualify and convert

Bring leads in from Excel, track their source and status, and convert qualified leads into opportunities and clients.
  • Excel import & export
  • Lead statuses
  • Lead sources
  • Convert to client
Campaigns & surveys

Stay in touch at scale

Send email campaigns to targeted lists and collect feedback with surveys shared by public link.
  • Email campaigns
  • Mailing lists
  • Public surveys
  • Survey results
Funkce

Connected Features

Each area of ERPSync shares the same customers, products, people and ledger, so work done in one place is instantly available everywhere else.

Client Portal & Helpdesk

Give clients a self-service portal for invoices, estimates and contracts, and answer their tickets in a built-in helpdesk.

Více

Celá vaše firma v souladu.

Spojte projekty, prodej, finance, sklad, výrobu a lidi na jedné platformě — a přestaňte sesouhlasovat tabulky.

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Kontaktujte nás

Být v kontaktu

Daří se nám, když přicházíme s inovativními nápady, ale také chápeme, že chytrý koncept by měl být podpořen měřitelnými výsledky faucibus sapien odio.