ERPNext CRM & Sales —
Convert More Leads, Close More Deals, Grow Faster
From first enquiry to final invoice — ERPNext CRM gives your sales team a complete, integrated platform to manage leads, track deals, send GST-compliant quotations, and analyse sales performance in real time.
Complete Sales Lifecycle Management — Lead to Cash
ERPNext CRM is not a standalone tool — it is fully integrated with inventory, accounting, and operations for a seamless lead-to-cash experience.
Lead Management
Capture, assign, and nurture leads from every source. Never lose a potential customer again.
- Lead capture from website, email, and import
- Lead source tracking (website, referral, cold call)
- Lead assignment to sales reps
- Follow-up activity scheduling
- Lead qualification and scoring
Sales Pipeline & Opportunities
Track every deal through a visual pipeline. Know exactly where every opportunity stands at any moment.
- Visual kanban pipeline view
- Opportunity stage tracking
- Expected close date and value tracking
- Win/loss analysis by reason
- Sales rep-wise pipeline view
Quotations & Proposals
Create professional, GST-compliant quotations in minutes. Convert accepted quotations to orders with a single click.
- Branded quotation with your logo and terms
- GST-compliant line items and tax calculation
- Multi-currency quotation support
- Email quotation directly from ERPNext
- One-click conversion to sales order
Sales Orders & Delivery
Convert quotations to orders, track fulfilment, and schedule deliveries — all from one place.
- Sales order creation and confirmation
- Delivery note from warehouse
- Partial delivery tracking
- Back-order management
- Delivery status visible to sales rep
GST-Compliant Invoicing
Generate GST-compliant tax invoices directly from sales orders. e-Invoice integration for eligible businesses.
- Auto-invoice from confirmed sales order
- CGST, SGST, IGST auto-calculation
- e-Invoice IRN generation
- Credit notes and returns
- Payment link from invoice
Sales Analytics & Dashboards
Real-time visibility into your sales performance. Know your top products, top customers, and top sales reps at a glance.
- Sales dashboard with key metrics
- Sales rep performance leaderboard
- Customer-wise revenue analysis
- Product-wise sales trend
- Target vs achievement reports
Customer Communication
Manage all customer interactions — emails, calls, meetings — within ERPNext. Full communication history per customer.
- Email integration — send and receive in ERPNext
- Call log and meeting notes
- Activity timeline per customer
- Automated follow-up reminders
- Bulk email campaigns
After-Sales Service & Support
Track warranty, service calls, and customer issues. Build long-term relationships with structured after-sales support.
- Service ticket creation and tracking
- Warranty expiry tracking per item/serial number
- SLA-based escalation rules
- Service contract management
- Customer satisfaction tracking
Pricing, Discounts & Promotions
Set up flexible pricing rules, customer-specific pricing, and promotional discounts with full audit trail.
- Customer group-wise pricing
- Quantity-based pricing tiers
- Promotional discount periods
- Sales rep discount approval workflow
- Margin-based pricing rules
Your Entire Sales Journey — Automated End to End
ERPNext CRM follows your natural sales process. No complex configuration — just the stages your team already uses, connected and tracked.
Lead Captured
From website, email, referral, or cold call
Opportunity
Qualified and assigned to sales rep
Quotation Sent
GST-compliant quote emailed to prospect
Order Confirmed
Quote accepted, sales order created
Delivered & Invoiced
Delivery done, tax invoice raised
Payment Received
Payment logged, accounts updated automatically
Why ERPNext CRM Over
Standalone CRM Tools?
Standalone CRM tools (Salesforce, Zoho CRM, HubSpot) are powerful but disconnected. When a deal is closed in your CRM, someone still has to manually create the order in your ERP, the invoice in your accounting software, and the delivery note in your warehouse system.
ERPNext CRM eliminates this. The moment a sales order is confirmed, it simultaneously triggers delivery in the warehouse, creates the invoice in accounts receivable, and updates your revenue reports — no handoff, no re-entry, no delay.
- No duplicate data entry between CRM and ERP
- Real-time stock availability check while creating quotation
- GST-compliant invoicing built into the sales flow
- Payment tracking in the same system as the sale
- Sales rep commission calculation linked to actual revenue
- Zero additional licensing cost for CRM functionality
📊 Sales Performance at a Glance
360°
CUSTOMER VIEW
Real-Time
SALES DASHBOARD
GST
COMPLIANT INVOICING
₹0
LICENSE COST
ERPNext CRM is included in your ERPNext subscription — no extra cost for CRM functionality that rivals dedicated CRM tools.
CRM That Connects Your Entire Business
Unlike standalone CRM tools, ERPNext CRM is natively integrated with every department — so your sales team always has real-time data on stock, deliveries, and payments.
Accounting & Finance
Sales invoices auto-created from orders. Revenue recognition and customer accounts updated in real time.
Inventory & Warehouse
Check live stock availability while creating quotations. Delivery triggered automatically on order confirmation.
Manufacturing
Sales orders for made-to-order products automatically trigger production planning.
HR & Payroll
Sales team commissions and incentives calculated from actual revenue data in payroll.
Frequently Asked Questions — ERPNext CRM & Sales
Other ERPNext Modules by GSeven
Accounting & Finance
GST, e-Invoicing, TDS, multi-currency, and full financial reporting.
Inventory & Warehouse
Real-time stock tracking, barcode scanning, and automated reorder.
Manufacturing
Production planning, BOM, work orders, and shop floor control.
HR & Payroll
Employee management, automated payroll, PF, ESI, and compliance.