CRM

ERPNext helps you track business Opportunities from Leads and Customers, send them Quotations, and book Sales Orders.

1. Topics

The CRM module has the following features:

1.1 Sales

1. Lead
2. Opportunity
3. Customer
4. Contact
5. Address
6. Appointment

1.2 Reports

1. CRM Reports

1.3 Setup

1. Lead Source
2. Opportunity Type
3. Sales Stage
4. Sales Person
5. Customer Group
6. Email Group
7. Contract
8. Appointment Booking Settings

1.4 Marketing

1. Campaign
2. Email Campaign
3. Newsletter
4. LinkedIn Settings
5. Twitter Settings
6. Social Media Post

2. Articles

1. Automate Lead Capturing
2. CRM Analytics
3. Difference Between Lead, Contact, and Customer
4. Customer Credit Limit

3. Video Tutorials

1. Lead, Opportunity and Quotation
2. Newsletter

Next: Selling Module