Key Features of the CRM System
Tools for systematically building customer relationships and growing revenue
Contact and Company Management
Central contact database with the complete history of interactions, documents, and deals. Fast search and segmentation by any attribute.
Visual Sales Pipeline
A clear Kanban board with sales opportunities organized by the stages of your sales process. The sales manager sees the entire team on one screen.
Lead and Conversion Tracking
Capture every incoming lead from web, email, or phone and automatically assign it to the right salesperson. Track conversion rates and identify weak spots in the funnel.
Email and Calendar Integration
Connect Gmail or Outlook and all communication is automatically matched to the relevant contact and deal. Schedule meetings directly within the CRM.
Automated Follow-Up Communication
Set up automatic reminders, follow-up emails, and tasks based on pipeline stage. AI suggests the best time to reach out to a customer.
Sales Reporting and Forecasting
Win rate reports by salesperson, average sales cycle length, and probabilistic revenue forecasting. Management dashboards updated in real time.
What our clients say
“AutoERP's CRM module unified all our sales activities into a single system. The conversion rate on business opportunities increased by 25% within the first quarter.”
“With a clear pipeline and automatic reminders, we never miss a business opportunity. The sales team finally works efficiently and in a coordinated manner.”
“The integration of CRM with invoicing and project management is exactly what we were looking for. One system instead of five different tools — that is an enormous time saver.”
What CRM Delivers for Your Sales Team
Concrete impacts that sales teams experience after deploying AutoERP CRM
No Lost Opportunities
The system automatically alerts on deals with no recorded activity for longer than the configured number of days. A salesperson never forgets a follow-up. The sales manager immediately sees where a drop is at risk.
New Salesperson Up to Speed in Days, Not Weeks
The entire customer history is in the system – emails, meetings, quotes, contracts, and complaints. A new colleague takes over the portfolio without losing context. The customer won't even notice the handover.
Accurate Forecasts and Confident Boardrooms
The AI model uses historical data to estimate the probability of closing each deal and builds a realistic revenue forecast. Management plans production and procurement based on reliable numbers. Results are no longer a surprise.
CRM System FAQ
Yes. We support two-way synchronization with Gmail, Microsoft 365, and other IMAP/SMTP servers. Emails are automatically matched to contacts.
Fully. Stages, fields, and automated actions can be configured without developer assistance. Each sales team can have its own pipeline.
Once a deal is closed, an order or invoice is generated with a single click. Customer data, products, and pricing are transferred automatically.
Yes. We offer an import tool for Excel and CSV, as well as migrations from Salesforce, HubSpot, Pipedrive, and other systems. We'll help with data cleansing and mapping.