Module 4 of 8 · Configured globally
Leads to deals, in one pipeline.
From first inquiry to signed contract — pipeline visibility, quotation, follow-ups. Tuned to B2B sales cycles, any market.
Configured to your business
Lead → Won
Industry defaults
Quotation engine
Tunability
Email + WhatsApp
What the crm module looks like in your hands.
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CRM
ERPNext
⌕
Search◐
Notification⌂
Home▤
Dashboard☎
Lead▦
Opportunity◆
Customer▤
Campaign▤
Sales Analytics▢
Quotation§
Contract✕
Settings Sales Person
Territory
Customer Group
YL
Yen Liew
yen.liew23@gmail.c…
⌂
CRM
/
Pipeline
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Opportunity
Pipeline Q3
B$ 384K
+18% vs Q2
Open Leads
23
6 new this week
Win Rate
32%
+4 pts
Avg Cycle
14d
-3d
Pipeline
drag-drop your way to closed-won
New 6
Lumiere Studio — bulk materials enquiry
info@… · 2h ago
B$ 24,000
YL
Northpoint Cafe — HR module ask
ops@… · 5h ago
B$ 8,500
AS
Teguh Holdings — spare parts
parts@… · 1d
B$ 65,000
MA
Qualified 4
Bayview Air-Con — service biz full suite
procure@… · 3d
B$ 18,200
NC
Riverbend Hotel — inventory + POS
gm@… · 4d
B$ 96,000
HL
Proposal 3
Verdant Trading — full ERP rollout
info@… · 1w
B$ 145,000
AS
Greenway Motors — accounting + inventory
sales@… · 2w
B$ 42,500
MA
Won 2
Pinehill Hardware — signed
just now
B$ 28,000
NC
Eastside Coffee — signed
2d ago
B$ 6,800
YL
What we configure for you
Multi-stage pipeline (Lead → Won)
Quotation → Sales Order → Invoice
Email & WhatsApp integration
Territory + sales-person split
Forecasting + win-rate analytics
Customer 360° with full history