ERPNext CRM & Sales Module
Leverage ERPNext CRM module setup to orchestrate lead generation, communication, quotation creation, and order management from one well-organized system. We at Aavatto, customize the CRM and sales modules around the way sales teams in an organization work, ensuring seamless workflows, useful automation, and easy access to third-party tools through integrations.
Our Valuable Clients
Why ERPNext CRM?
ERPNext CRM implementation brings all useful sales modules with unmatched scope of customization.
Email connectivity
Contact records
What We Offer in ERPNext CRM
We configure the CRM around real sales activity, not idealized flowcharts.
CRM Setup & Configuration
We set up the foundation with the required configuration.
- Lead intake structure
- Opportunity pipelines
- Stage definitions & probabilities
- Quotation flow
- Sales order handoff
- Customer data structure
Sales Workflow Customization
- Your sales stages
- Territory assignments
- Reminder schedules
- Follow-up logic
- Approval limits for quotations
- Pricing and discount controls
- Reporting hierarchy and protocols
Automation for Faster Sales Operations
- Automatic lead assignment
- Rule-based lead conversion
- Scheduled follow-up emails
- Notifications for idle deals
- Task creation for sales teams
- Quote creation from opportunities
- WhatsApp alerts
CRM Integrations
- Shopify and WooCommerce
- WhatsApp APIs
- Accounting systems
- Website enquiry forms
- Internal platforms
- Call tracking tools
- Email inboxes
Quotation & Document Customization
- Customer statements
- Quotations
- Delivery Notes
- Sales Orders
- Proposals
CRM Analytics & Dashboards
- Territory performance
- Pipeline movement
- Product-wise sales
- Conversion trends
- Revenue projections
- Team output
- Lead inflow
Build a CRM That Helps Your Sales Team Close More Deals
Who Is This Service Best For?
ERPNext CRM works well for businesses that prioritize seamless workflow, transparency, and faster response time.
Centralize sales activity
Reduce manual follow-ups
Get a reliable view of the pipeline
Stop juggling disconnected tools
Link sales with inventory and accounts
Our Approach to CRM Implementation
Common Use Cases We Handle
A snapshot of key sales workflows we tailor across industries — from pricing approvals to distributor CRM, proposal automation, and D2C lead capture.
Manufacturing & Distribution
We leverage ERPNext to help manufacturing and distribution companies to orchestrate their complete sales cycle, from managing leads, customer orders, inventory, quotations, to invoicing.
Retail & FMCG
Through ERPNext sales module implementation, we help your sales teams to connect customers across every channel, track leads, manage promotions, automate follow-ups, and get real-time visibility of customer actions.
Service Providers
Through Frappe CRM development within the ERPNext ecosystem, we cater to diverse service sector businesses and optimize their workflows for inquiry handling, proposals, projects, and invoicing.
D2C & eCommerce
By customizing ERPNext, an open-source CRM in India, we help e-commerce and D2C brands and marketplaces streamline customer data management, order tracking, inventory, and sales activities.
Healthcare
We leverage ERPNext CRM to simplify patient relationship management and help healthcare providers to orchestrate appointments, enquiries, communications, billing, and follow-ups in a seamless manner.
Real Results from Real Clients
Explore how we've helped businesses overcome challenges, streamline operations, and drive growth through innovative technology solutions that deliver measurable results.
Apparel Manufacturing & eCommerce Management System
Disconnected Excel sheets and Tally made inventory, production, and order management slow, error-prone, and difficult to monitor.
Implemented a unified ERPNext system to streamline manufacturing, inventory, sales, procurement, and order fulfillment from one platform.
ERPNext Implementation for Textile Manufacturing & Supply Chain Management
Managing production, inventory, procurement, and dispatch through spreadsheets and Tally caused delays and limited operational visibility.
Deployed ERPNext to centralize textile manufacturing, inventory, procurement, sales, and dispatch into a single integrated platform.
Frequently Asked Questions
Can ERPNext CRM replace HubSpot or Zoho?
For most SMEs, yes. If you need deep marketing automation, you might still need external tools.
Does ERPNext CRM support WhatsApp?
Yes, we integrate WhatsApp Business API to allow you to provide support on WhatsApp platform.
Can leads be assigned automatically?
Yes. Based on territory, product, workload, or whatever rules make sense for your team.
Will the CRM match our existing sales process?
Yes. Stages, fields, and approvals are configured to match exactly what your team does today.
Can sales teams use ERPNext CRM on mobile?
Yes. Mobile interface works well and most field teams actually prefer it over desktop.
How long does CRM implementation usually take?
Usually it takes from two and six weeks but it may take longer for complex implementation rules ir when you need several third-party integrations.
Do managers have dashboards?
Yes, managers will have dashboards to check conversion rates, sales pipelines, performance KPIs, revenue, and everything in between.
Have a Project in Mind?
This can be a new journey !
