Sales Management in ERPNext
From the first contact with a client to the final invoice. ERPNext integrates sales, marketing, and CRM processes into one clear system.
Sales Pipeline (CRM). Full control over sales opportunities, contact history, and automation of sales activities.
Quoting and Orders. Quickly generate professional PDF quotes and automatically convert them into sales orders.
Price Lists and Discounts. Advanced pricing rules, multi-currency support, and automatic calculation of volume and loyalty discounts.
Sales Analytics. Clear dashboards with sales forecasts, target achievement, and ranking of most profitable products.
Comprehensive CRM and Sales
Increase your sales team's efficiency with tools that automate repetitive tasks and allow them to focus on building client relationships.
Omnichannel Communication
Integration with email, phone, and social media. The entire contact history in one place.
Workflow Automation
Automatic follow-up reminders, quote approval, and notifications for new leads.
Revenue Forecasting
Predict future revenue based on the probability of closing sales opportunities in the pipeline.
Full Business Integration
The sales module doesn't work in isolation. It's fully connected with warehouse, production, and accounting, ensuring information flow without delays.
Warehouse
Automatic stock reservation upon order and online availability control.
Accounting
One-click invoicing and automatic payment tracking.
Production
Order production directly from a sales order (Make-to-Order).
Logistics
Integration with couriers and shipment tracking directly in the system.
Want to improve sales processes in your company?
Our consultants will help you configure your sales pipeline, automate quoting, and implement advanced sales reports. Contact us to explore ERPNext possibilities.