Streamline sales workflows through custom-fit CRM & sales modules
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
- 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?
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.
Ready to Transform ?
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
Problem
Disconnected Excel sheets and Tally made inventory, production, and order management slow, error-prone, and difficult to monitor.
Solution
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
Problem
Managing production, inventory, procurement, and dispatch through spreadsheets and Tally caused delays and limited operational visibility.
Solution
Deployed ERPNext to centralize textile manufacturing, inventory, procurement, sales, and dispatch into a single integrated platform.
Frequently Asked Question
Find the Right Solution
Can ERPNext CRM replace HubSpot or Zoho?
Does ERPNext CRM support WhatsApp?
Can leads be assigned automatically?
Will the CRM match our existing sales process?
Can sales teams use ERPNext CRM on mobile?
How long does CRM implementation usually take?
Do managers have dashboards?
Have a Project in Mind?
This can be a new journey !
