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CRM & Sales
Win more customers and keep the ones you have.
Track every lead, follow-up and customer conversation alongside the orders and invoices they turn into — because your CRM and your ERP are the same system, not two disconnected tools.
Leads & pipeline
- Lead capture
- Configurable pipeline stages
- Lead assignment
- Conversion tracking
Contacts & accounts
- Customer & contact records
- Interaction history
- Linked orders & invoices
- Segmentation
Activities
- Follow-ups & tasks
- Reminders
- Notes & attachments
- Activity timeline
Insight
- Sales rep performance
- Win / loss analysis
- Pipeline value
- Follow-up reports
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