Why It Matters
What Happens Without It
Deals don't die because the product was wrong. They die in the gap between a lead coming in and someone following up.
Leads go untracked
Enquiries from web forms, calls and emails scatter across inboxes instead of landing in one pipeline.
Follow-ups depend on memory
Without automatic reminders, promising leads go cold because nobody followed up in time.
Pipeline visibility is poor
Managers can't see deal stages or forecast revenue without asking each rep individually.
Customer history is fragmented
Support, sales and finance each hold a different, incomplete picture of the same customer.
What's Included
CRM, Built In
ERPNext's CRM module gives every lead a home, and every deal a clear next step.
Lead & opportunity tracking
Capture leads from every channel and move them through a structured pipeline.
Automated follow-up reminders
Never let a deal go cold — get reminded before a follow-up is due, not after.
Sales pipeline & forecasting
See every deal's stage and value at a glance, with forecasts based on real data.
Email & communication tracking
Every call, email and note logged against the right contact, automatically.
Customer 360° view
One record showing every interaction a customer has had with your business, across every team.