Customer relationships with a system
Who discussed what, and when? Everything stays with the contact, nothing gets lost.
Opportunities at a glance
Drag opportunities from column to column and see which deals are about to close and where things are stuck. New enquiries land in the system automatically.
Contacts, conversations, e-mails
All contact details, notes and the entire e-mail correspondence stay with the customer. Reminders for follow-ups come by themselves.
On the go, too
At the customer's site or on the train: the CRM runs on phone and tablet.
Using Salesforce?
Customers, contacts, opportunities and orders stay identical in Salesforce and ERPNext – in both directions.
To the Salesforce integration
Quotation, order, delivery, invoice
Every step builds on the previous one, nothing is entered twice.
Quotation and order confirmation
The quotation becomes the order with one click, the order becomes delivery note and invoice. Price lists, discounts and customer terms are stored.
Swiss document templates
Quotation, order confirmation, delivery note and invoice with the QR payment part in a consistent layout with your logo, in several languages.
Documents to the right person
For each customer you define who receives quotations, order confirmations or invoices. The right recipient is pre-filled on every document.
Automatic document dispatch
When a document is booked, the PDF is created, filed on the document and, if wanted, e-mailed right away.
To automatic document dispatch