CRM - Presales
Manage all your Relationships and interactions with customers and potential customers with ERPNext to improve your business relationships,Our ERP system helps companies stay connected to customer and improve profitability
Lead
- Lead Source, Territory, Type, Industry, Market Segment, Campaign
- Follow-up / Communicate with the Lead
- Lead Status (Open, Replied, DND, Interested, Converted)
Oppurtunity
- Opportunity from Lead/ Customer
- Opportunity (Sales) Stage
- Opportunity Amount /Items
Quotation
- Create quotation from oppurtunity
- Sales campaign and Lead Source type can be associated with the quotation
Auto assignment
- Auto assign leads to related person
