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ModuleKeep every lead and deal moving.

CRM

Capture leads, move deals through your stages and never miss a follow-up. When a deal is ready, the quotation is one click away.

  • Leads and a deals pipeline
  • Follow-up reminders
  • Quotations straight from a deal

Sample figures, for illustration.

The CRM module.Works with SalesTasksProducts
What you can do

Keep every lead and deal moving.

Everything below works together with the rest of HariERP from day one.

6 features
01

Leads

Every enquiry in one list, with its source and owner.

Open deals18
Pipeline₹9.4 L
Won7
Sample figures
Leads and a deals pipelineFollow-up remindersQuotations straight from a deal
02

Deals pipeline

Move deals through your stages and see the value at each one.

03

Activities

Calls, meetings and notes on every lead and deal.

04

Follow-up reminders

Due follow-ups show in your bell so nothing goes cold.

05

Quotations from deals

Turn a won deal into a customer and a quotation.

06

CRM reports

Leads by source, deals by stage and win rates.

Works with

Better together.

CRM shares its products, people and numbers with the rest of HariERP, so nothing is typed twice.

See it working with your own products.

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