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.

Win more deals

Qualify leads, move opportunities through your pipeline and nurture prospects with campaigns.

Win more deals ERPSync

Active

Convert quotations to approved orders, ship deliveries and invoice from the order.

Fulfil without friction ERPSync

Live

Clients use the portal to pay invoices, approve estimates, sign contracts and raise tickets.

Keep customers coming back ERPSync

Live

特点

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

Capture leads, move deals across a kanban pipeline and nurture customers with campaigns and surveys.

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.

将项目、销售、财务、库存、制造和人员整合到一个平台上 — 不再手动核对电子表格。

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