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CRM Suite

Detailed capabilities of the ERP36T CRM solution.

CRM plays a vital role in helping businesses manage customer relationships, sales opportunities, communications, and service activities in one connected system. ERP36T CRM module is designed to centralize customer data, streamline lead-to-deal processes, and improve coordination across sales, support, marketing, and operations. By organizing leads, follow-ups, tasks, quotations, communications, and customer interactions in a single platform, businesses can improve response times, strengthen customer engagement, and increase conversion rates. Because it works seamlessly with multiple business functions, CRM also helps organizations connect customer activity with sales, projects, support, accounting, inventory, and other operational modules.

The ERP36T CRM module includes the following components:

  • Lead Management
  • Opportunity Management
  • Customer Management
  • Contact Management
  • Sales Pipeline Management
  • Quotation Management
  • Communication History
  • Email Integration
  • Call Logging
  • Meeting Scheduling
  • Task Management
  • Activity Tracking
  • Follow-Up Management
  • Prospect Management
  • Customer Segmentation
  • Campaign Tracking
  • Sales Person and Territory Management
  • Deal and Conversion Tracking
  • Address Management
  • Document and Attachment Management
  • Project and Task Linking
  • Issue and Support Linking
  • Quotation to Sales Order Flow
  • Customer Portal Integration
  • Lead Assignment Rules
  • Workflow and Approval Management
  • Notes and Internal Comments
  • Dashboard and CRM Analytics
  • Mobile Access and User Activity Tracking

ERP36T CRM offers powerful features and advantages that help organizations improve customer engagement, sales efficiency, and cross-functional visibility. It provides a unified view of leads, customers, communications, tasks, quotations, and follow-ups, allowing teams to manage the full customer journey more effectively. The system can work with nearly any business module, enabling strong integration with sales, retail, projects, support, accounting, inventory, procurement, and HR-related workflows where customer or contact data is relevant. With automated reminders, task tracking, pipeline monitoring, communication history, and customizable dashboards, teams can stay organized, collaborate better, and make faster decisions. Its flexible structure also supports business growth by improving conversion tracking, reducing missed follow-ups, and ensuring that every customer interaction is recorded and actionable.

Screen Shots

Key interface previews from the ERP36T CRM solution.

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Need to discuss your CRM requirements?

Speak with our team about ERP36T CRM implementation, process fit, integration needs, and the right setup for your business.

Features

Key functionalities of the CRM module.

Lead Management

Efficiently capture, track, and nurture leads with automated workflows to convert them into opportunities.

Sales Pipeline Management

Visualize and manage sales pipelines to track progress and improve deal closures effectively.

Activity Tracking

Monitor and log customer interactions, meetings, calls, and emails for enhanced relationship management.

Email Campaigns

Send personalized email campaigns, track performance, and engage with customers effectively.

Customer Segmentation

Categorize customers based on demographics, purchase history, or preferences for targeted marketing.

Contact Management

Maintain a centralized database of customer and vendor contacts with detailed interaction history.

Quotation and Pricing

Generate detailed quotations, manage pricing strategies, and send proposals directly from the system.

Feedback Management

Collect, organize, and analyze customer feedback to improve services and product offerings.

Reports and Analytics

Generate detailed CRM reports and analytics for actionable insights and strategic planning.

Integration with Marketing Tools

Seamlessly integrate with third-party tools for advanced marketing and lead generation campaigns.

Loyalty Programs

Implement and manage customer loyalty programs to increase engagement and retention.

Payment Tracking

Track customer payments and invoices for efficient financial management within the CRM system.

Events Reminders

Set and manage reminders for customer events, appointments, and deadlines to ensure timely follow-ups.

Follow-ups on Tasks

Track and monitor follow-ups on assigned tasks to ensure consistent communication and task completion.

Feedback and Evaluation

Collect and analyze customer feedback to evaluate satisfaction and identify areas for improvement.

Top Customers

Identify and prioritize top-performing customers to enhance relationships and maximize opportunities.

Customer Analytics

Gain insights into customer behavior, preferences, and trends to drive data-informed business decisions.

Newsletter Management

Create, schedule, and send engaging newsletters to keep your customers informed and connected.

Campaign Management

Design and manage marketing campaigns to target specific audiences and measure their success effectively.

Workflow

Streamline processes with configurable workflows tailored to business needs.

Chatbot

Enhance customer interaction with AI-driven chatbot capabilities.

Notification & Event Scheduler

Automate reminders and schedule events for efficient task management.

Data Upload & Download

Easily import and export bulk data for seamless operations.

Bulk Records Update

Update multiple records simultaneously with user-friendly tools.

OAuth Security including 2FA

Ensure secure access with OAuth protocols and two-factor authentication.

Google Plugins

Integrate seamlessly with Google Workspace tools for enhanced productivity.

To Do Task Management

Keep track of tasks and prioritize with a built-in to-do list feature.

Document Management & Sharing

Organize and share documents securely across teams and departments.

Full Data & Feature Security User Controls

Control access to data and features with robust user permission settings.

Self Services and Web Portal

Empower users with self-service options and an intuitive web portal.

Payment Gateway

Facilitate online payments with secure and integrated payment gateways.

Record History

Track changes to records with a detailed audit trail for accountability.

Integration with Legacy Systems

Seamlessly connect with existing legacy systems for smooth transitions.

B2B Integration

Facilitate business-to-business connections and workflows effectively.

B2C Integration

Connect directly with consumers for streamlined operations and services.

WhatsApp Integration

Engage with users through WhatsApp for efficient communication.

Social Media Integration

Expand your reach by connecting with social media platforms.