ERP

ERP

ERP is a robust, self-hosted Customer Relationship Management software tailored to suit a variety of businesses, freelancers, and other professionals. With its sleek and modern design, CRM not only enhances your professional image but also contributes to improving overall business performance

  • Efficient Project Management
  • Professional Estimates and Invoices
  • Powerful Support System
  • Lead Management
  • Proposal Creation
  • Expense Tracking and Invoicing
  • Powerful ERP Insights
  • Customer Retention via Surveys
  • Goals Tracking

Efficient Project Management

Manage and invoice projects seamlessly with the powerful Project Management Feature. - Link tasks to various CRM features to maintain organization and clarity. - Assign multiple staff members to tasks and track time spent, allowing for accurate billing

Estimates and Invoices

Create professional and aesthetically pleasing estimates and invoices effortlessly

Powerful Support System

Enjoy a robust support system with the ability to auto-import tickets, ensuring timely issue resolution. Track time spent on tasks and assign multiple staff members, streamlining collaboration

Lead Management

- Centralize lead management, auto-import leads from emails, add notes, and create proposals. Organize leads in stages with drag-and-drop functionality for easy progress tracking.

Proposal Creation

Generate appealing proposals for leads or customers, contributing to increased sales.

Expense Tracking

Record company/project expenses and seamlessly bill customers, with the option to auto-convert to invoices

Powerful CRM Insights

Centralize lead management, auto-import leads from emails, add notes, and create proposals. Organize leads in stages with drag-and-drop functionality for easy progress tracking.

Customer Retention

Increase customer retention through built-in surveys, gathering valuable feedback

Goals Tracking

Generate appealing proposals for leads or customers, contributing to increased sales.

Announcements/Contracts

Record company/project expenses and seamlessly bill customers, with the option to auto-convert to invoices

Custom Fields

Store additional information for customers, leads, and more using customizable fields

Multi-Currency

Receive payments from Paypal and Stripe in different currencies, enhancing flexibility

Configurable Options

Tons of configurable options allow you to tailor CRM to meet your specific needs

Branded Theme Styling

Record company/project expenses and seamlessly bill customers, with the option to auto-convert to invoices

Media Folder

Provide non-admin staff members with a separated media folder for organized uploads and files

Calendar and Follow-Ups

Access a visually appealing calendar for each staff member based on permissions, along with features like follow-ups, reports, notes, and more

If you would like the service or have any related inquiries, our team is honored to assist you.

Request ERP Now