A 360 customer record
The customer's opportunities, quotes, projects, tickets and invoices on one screen, with a real count on every link of the chain and the history of interactions.
In production
Business module
CRM
From first contact to a project under way and an invoice issued, without typing the same details twice.
CRM is the commercial module of iERP: customers, contacts, opportunities on a board, a forecast weighted by probability, meetings with attendees and a product catalogue. A won opportunity becomes a project in one step, and the customer record shows the whole chain — opportunities, quotes, projects, tickets and invoices — because every module writes to the same workspace database.
What it does
What CRM does
It fits selling projects, recurring services or product: the stages, the industries and the loss reasons are yours to define.
A pipeline your team recognises
Your own stages, a board whose drag-and-drop sticks, a reason captured on loss, and loss analysis by reason, by stage and by lead source.
Weighted forecast
Gross pipeline and pipeline weighted by probability, an annual target per rep or for the whole team, and expected close month by month.
From won deal to project
One step turns the opportunity into a project with its customer and its amount. And it is idempotent: if it was already converted, it takes you to the existing project instead of duplicating it.
Meetings with context
A weekly agenda, a calendar and both internal and external attendees, with an invitation by email and a personal calendar subscription from Apple or Google.
Contacts and catalogue
The people at each company with their notes and their meetings, and products and services with sale and purchase prices to put the offer together.
How the AI runs it
How the AI runs it
Ask in plain language for what you would do by hand: the agent looks things up, proposes and executes with your permissions, not its own.
The agent looks things up and proposes, but asks for confirmation before writing. Every action lands in the audit log, flagged as an AI action and under the permissions of whoever asked for it.
379 published actions an agent can execute in iERP.
Mark the Nordwind opportunity as won and create the project.
crm.convertir_oportunidad_proyecto project created
Done: the opportunity is in Won and the project now exists with its customer and its amount. If you ask me again I will not duplicate it, I will take you to the one already created.
- Which opportunities have not moved in over two weeks, and what do they add up to?
- Log today's call with Nordwind's head of purchasing and create the follow-up task for me.
Works with
CRM does not sell alone
What the rep wins is delivered by Projects, invoiced by Finance and looked after by Support, on the same customer and the same permissions. Nothing to integrate and nothing to keep in sync.
Projects
In production
Portfolio, milestones, tasks, time booking, certifications and project economics.
View module
Finance
In production
Invoicing with your own series, partial payments, treasury forecasting and a chained invoice register.
View module
Support
In production
Tickets with SLAs in minutes, reply templates and the customer conversation over email, fully traced.
View module
Questions about CRM
What people ask before deciding.
It becomes a project in one step, with its customer and its amount already filled in. From there the team books hours, milestones get certified and Finance issues the invoice, without typing the customer in anywhere again.
Shall we look at it with your pipeline?
Half an hour, your real processes, no strings attached.
Available in: Business