ServiceServices
Sales and CRM
Every enquiry owned, every follow-up tracked
Track enquiries, opportunities, quotations, orders, and follow-up ownership — a CRM built around your sales process, not a generic pipeline.
When enquiries live across phone logs, WhatsApp chats, and a shared spreadsheet, leads fall through the cracks and no one can say with confidence what the pipeline actually looks like. Sales and CRM on ERPNext gives every enquiry a stage, an owner, and a next action from the moment it arrives.
Quotations, orders, and follow-ups are tracked against the same record, so sales leadership sees real conversion rates and stalled deals — not a spreadsheet that's three weeks out of date.
Capabilities
A pipeline your team actually keeps updated
Enquiry-to-opportunity tracking
Every enquiry becomes a tracked opportunity with source, stage, and owner.
Quotations & orders
Generate quotations and convert to orders without re-entering data.
Follow-up ownership
Clear ownership and reminders mean leads don't go cold from neglect.
Pipeline & conversion reporting
Real-time visibility into pipeline value, conversion rates, and stalled deals.
Who it's for
Built for teams like yours
- B2B sales teams
- Distributors
- Service companies
- Developers
- Businesses using scattered spreadsheets
The outcome
Sales leadership gets an honest, current view of the pipeline, and reps spend less time updating spreadsheets and more time closing.
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Other services
Finance and Accounting
Books, billing, and cost visibility that close on time
Procurement and Vendor Management
Purchases that go through a process, not a phone call
Inventory and Warehouse Management
Stock you can actually see, not estimate
HR and Payroll
People processes that don't live in someone's inbox
Project and Service Delivery
Know which project is actually making money
Assets Maintenance and Quality
Assets that get serviced before they fail
Helpdesk Learning and Management Reporting
Support tickets, training, and dashboards — as scoped
Digital Transformation and CXO Advisory
A phased roadmap, not a big-bang project
ERPNext Implementation and Customisation
ERPNext configured around how you work
Tally and Existing ERP Integration
Connect daily operations with your accounting system
Custom Frappe Applications and Portals
Specialised systems built on a framework you own
Modern Interfaces and Office Integrations
Simpler screens for the people who actually use the system
Data Migration and System Integration
Clean data in, systems that talk to each other
Hosting Support and Adoption
Deployment, backups, and support that don't stop at go-live
See Sales and CRM in action
A short WhatsApp conversation is all it takes to get a walkthrough tailored to your business.