Leads, accounts, opportunities, quotes, orders and service — connected to Finance, SCM and Commission on one shared ledger. No more spreadsheets.
Preview — CRM pipeline dashboard • drag-drop stages, forecasts • Book demo to explore live
Everything a sales team needs, in one place.
Capture leads, qualify them and keep one golden record per account with full history.
Stage-based pipeline with weighted forecasts, win/loss and team territory views.
Turn quotes into sales orders in one click and sync them to Finance.
Service contracts, visits, complaints and surveys tied to each account.
Loyalty programs, offers and on-shelf execution for retail accounts. ERP-native — points and vouchers live on sales data, no sync needed (unlike Zoho CRM/HubSpot).
Planned visits, check-ins and voice-annotated notes on the go.
The CRM module runs on the same platform as the rest of your ERP.
Sales, finance and supply chain see the same customer record and the same numbers.
Calls, visits, quotes and surveys live in one account timeline — nothing slips through.
Territories, teams and targets shape what each user sees and reports on.
Book a 20-min demo — we'll map your CRM + Finance + Commission flow live.