Set up your sales workflows exactly the way your team needs. Selling becomes chaotic fast when leads, emails, follow-ups, quotes, and sales orders are spread across spreadsheets, WhatsApp, and disconnected tools. ERPNext CRM brings everything into one place — and we help you configure, customize, and extend it so your sales team can work smoothly and consistently. We implement ERPNext CRM with a strong focus on workflow clarity, automation, integrations, and usability.
ERPNext CRM includes all the essential components for modern sales operations
All built into the same system that houses your inventory, accounts, HR, and operations.
We ensure your CRM reflects your real sales process — not a theoretical one.
A good CRM shouldn’t add work — it should remove it. Our implementation approach focuses on understanding your real sales flow, shaping ERPNext to match it, and giving your team the clarity and automation they need to close faster.
If your sales team struggles with consistency, ERPNext CRM fixes it.
A snapshot of key sales workflows we tailor across industries — from pricing approvals to distributor CRM, proposal automation, and D2C lead capture.
For many SMEs — yes.
For heavily marketing-driven companies — ERPNext CRM + integrations may be needed.
Yes, through integrations with WhatsApp Business APIs.
Yes — based on territory, product, team, workload, or custom rules.
Yes — we customize stages, fields, flows, and approvals to match your process.
Yes — the interface is mobile-friendly and supports field usage.
Typically 2–6 weeks depending on workflow complexity.
Yes — custom dashboards for leads, pipeline, team performance, and revenue tracking.