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Customer Relationship Management(CRM)

Customer Relationship Management(CRM) module in ERPNext helps manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer relationships and business performance.

Our customization of CRM module within ERPNext aims is to provide a centralized view of all customer interactions and data so that your organization to better understand and serve your customers, and ultimately increase sales and revenue.

CRM features and customization include :

  • Lead collection and identifying opportunities
  • Customer and Customer Groups
  • Marketing Campaign and Email Campaigns
  • Service Management with maintenance schedules
  • Analytics and Reporting
  • Social Media Posts

CRM Modules

Contact information such as names, addresses, phone numbers, and email addresses are stored and managed

Track leads and prospects, automate contact assignment to sales staff or assign leads to sales staff within the company
Ability to automatically send personalized messages or email to leads based on their behavior and engagement and to move them through the sales funnel.

Based on segment criteria, categorize contacts to target specific groups with personalized marketing campaigns.

Record interactions and communications with a contact, through emails, and notes, and track the customer journey

Segmentation and targeting of customer groups based on demographics, behavior, or other criteria
Target specific groups with personalized marketing campaigns.

Create, manage, and track multiple marketing campaigns, and measure the campaign effectiveness.

Sending email to customers and leads, and measure the success of these campaigns.

The ability to personalize communication and campaigns, based on customer data, behavior, and preferences

Automation of newsletters to contacts

Implement maintenance schedules for product or service maintenance
Handling product or service warranty claims

Generate visual representations of data, such as charts, graphs, and dashboards, to help users to quickly understand and interpret data.

Create reports based on specific data sets and criteria such as sales performance, customer demographics, and marketing campaign results.

Generate Sales Pipeline Analytics

Visualization of Sales Funnel

Integration of social platforms
Posting messages to Twitter and LinkedIn
Schedule time of post