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.

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.

Drag deals to the finish line ERPSync

Live

Lead capture

Bring leads in from Excel, track their source and status, and convert qualified leads into opportunities and clients.

Import, qualify and convert ERPSync

Synced

Campaigns & surveys

Send email campaigns to targeted lists and collect feedback with surveys shared by public link.

Stay in touch at scale ERPSync

Live

Caracteristicas

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

Turn quotations into approved sales orders, deliveries and invoices — with returns and commissions built in.

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

Reúna proyectos, ventas, finanzas, inventario, fabricación y personal en una sola plataforma, y deje de conciliar hojas de cálculo.

Contáctenos

Prosperamos cuando se nos ocurren ideas innovadoras, pero también entendemos que un concepto inteligente debe respaldarse con resultados medibles.