CRM & Sales

From first contact to repeat customer

Leads become deals, deals become orders, orders become invoices — all on one customer record your whole team can see.
  • Lead management
  • Deal pipeline
  • Quotations & orders
  • Client portal
CRM & Sales

Win more deals

Qualify leads, move opportunities through your pipeline and nurture prospects with campaigns.
  • Kanban pipeline
  • Lead import
  • Email campaigns
  • Surveys

Fulfil without friction

Convert quotations to approved orders, ship deliveries and invoice from the order.
  • Order approval
  • Deliveries
  • Returns
  • Commissions

Keep customers coming back

Clients use the portal to pay invoices, approve estimates, sign contracts and raise tickets.
  • Client portal
  • E-signed contracts
  • Helpdesk
  • Contact history
Características

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.

Mais

Todo o seu negócio, sincronizado.

Reúna projetos, vendas, finanças, estoque, produção e pessoas em uma única plataforma — e pare de conciliar planilhas.

Contate-Nos

Entrar em contato


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