CRM Module
Keep track of your business contacts
Cloud ERP helps you to keep track of all your business contacts at a single place. You can keep track of contacts of your prospective customers, existing customers, vendors, trading partners, agents and transporters.
Free Demo
Campaigns
You can Keep track of your campaigns like advertisements, online campaigns, seminars, exhibitions etc. Track leads generated, converted from campaigns. Get easy access to the leads generated by campaigns on easy to use Campaigns Dashboard.
Free DemoCAPTURE INCOMING LEADS
Cloud ERP helps you to capture all your incoming leads from prospective or existing customers along with their contact details, required products or services, the value of the lead, etc. You can assign the lead to your sales executive along with the follow-up details.
Free Demo
FOLLOW-UPS, ACTIVITIES & NOTES
Cloud ERP makes it easy to enter and track follow-ups or activities required on the leads. Get timely email reminders of your follow-ups. Track today’s follow-ups, upcoming follow-ups, and overdue follow-ups from CRM Dashboard. You can keep a record of completed followups along with the easy entry of the next follow-up from the single screen. You can enter lead-related notes for your internal users.
Free DemoSales Executives hierarchy and leads view permissions
You can setup Sales Executives hierarchy in Cloud ERP, so sales executives and their managers can only see the leads related to their team.
Free Demo
