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
Đặc trưng

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.

Hơn

Toàn bộ doanh nghiệp của bạn, đồng bộ.

Đưa dự án, bán hàng, tài chính, kho, sản xuất và nhân sự về một nền tảng — và thôi đối chiếu bảng tính.

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Liên lạc

Chúng tôi phát triển mạnh khi đưa ra các ý tưởng đổi mới nhưng cũng hiểu rằng một khái niệm thông minh cần được hỗ trợ bằng các kết quả có thể đo lường được.