CRM & Sales Pipeline
Capture leads, move deals across a kanban pipeline and nurture customers with campaigns and surveys.
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保持联系
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Contracts
Send, track and e-sign
Build contracts from templates, see when they are viewed and collect e-signatures, then keep a signed PDF on file.
- Contract templates
- View tracking
- E-signature
- PDF copies
Helpdesk
Every request, answered
Clients raise tickets; your team assigns, prioritises and replies, with bulk actions and export for busy days.
- Ticket replies
- Assignment & priority
- Bulk actions
- Export
Invitations
Onboard clients in minutes
Invite clients to the portal and follow their activity in a log, so you always know what they have seen.
- Portal invitations
- Activity log
- Secure access
- Branded experience
特点
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.
Quotations & Sales Orders
Turn quotations into approved sales orders, deliveries and invoices — with returns and commissions built in.
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