ERPSales
Move from accepted quote to invoice.
- Quotes
- Client acceptance
- Invoices
CRM · FREE MODULE
Every opportunity. A clear next step.
Organise contacts and companies, share responsibility for deals and keep follow-ups in view. Use CRM on its own, from the first enquiry to the recorded outcome.
01Contacts & company relationships
02Shared pipeline & follow-ups
03Enquiries, imports & reports
Included in the free core module
HOW IT FITS YOUR DAY
Know who to contact and what happens next.
- 01
Start with a contact
Add a person or company, import existing records or review an enquiry from your public form. Review duplicates before merging.
- 02
Share the opportunity
Choose a primary owner, co-owners and followers. Organise the pipeline around your stages and keep access aligned with each role.
- 03
Make the next step clear
Assign calls, meetings and tasks. Keep notes, files and manually recorded proposals with the opportunity, and notify teammates who already have access.
- 04
Learn from the outcome
Record wins and losses, review pipeline and follow-up reports, and save the views you use most. Export your records when needed.
ON THE ROADMAP
More detail.
When you need it.
Start with the core features available today. Further capabilities are planned and are not available to activate yet.
Further add-ons are on the roadmap and are not yet available to activate.
Before you get started.
Can I use CRM without the other ERP modules?
Yes. Contacts, companies, opportunities, activities, proposals, files and reports work within CRM. Mailbox synchronisation, automated sequences and automatic Sales or Work handoffs are planned separately and are not included in the current core.
Do I need every module?
No. Start with this module and activate other areas when you need them. Power add-ons are also optional and free.
Explore the next part of your company.
View all modules →Purchasing
Follow orders from supplier to delivery.
- Suppliers & orders
- Goods receipts
- Incoming invoices