Customer relationships with a system
Who discussed what, and when? Everything stays with the contact, nothing gets lost.
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Opportunities at a glance
Drag opportunities from column to column and see which deals are about to close and where things are stuck. New enquiries land in the system automatically.
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Contacts, conversations, e‑mails
All contact details, notes and the entire e-mail correspondence stay with the customer. Reminders for follow-ups come by themselves.
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On the go, too
At the customer's site or on the train: the CRM runs on phone and tablet.
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Using Salesforce?
Customers, contacts, opportunities and orders stay identical in Salesforce and ERPNext – in both directions.
To the Salesforce integration
Quotation, order, delivery, invoice
Every step builds on the previous one, nothing is entered twice.
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Quotation and order confirmation
The quotation becomes the order with one click, the order becomes delivery note and invoice. Price lists, discounts and customer terms are stored.
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Swiss document templates
Quotation, order confirmation, delivery note and invoice with the QR payment part in a consistent layout with your logo, in several languages.
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Documents to the right person
For each customer you define who receives quotations, order confirmations or invoices. The right recipient is pre-filled on every document.
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Automatic document dispatch
When a document is booked, the PDF is created, filed on the document and, if wanted, e-mailed right away.
To automatic document dispatch