The main functions
1. Potential customer management, easily capture, cultivate and convert potential customers
2. Business opportunity tracking Track every sales opportunity at any time
3. Potential customer summary and integration of multiple potential customers and business opportunities to obtain a comprehensive vision
4. Quotation management, easily create and manage quotations
5. Visualize the sales funnel and view the position of the transaction in the sales pipeline
6. Smoothly utilize the business opportunity process and easily promote transactions
7. Sales stage analysis, in-depth understanding of sales stages, and gaining strategic insights
8. Integration and Customization:
- Integration with other ERPNext modules (such as Sales, Marketing, and Support).
- Customizable fields and workflows to meet business needs.
- API support for third-party integration.
- Support for Twilio integration with ERP settings.
- Project costs do not include Twilio usage fees (Twilio usage fee, WhatsApp usage fee, etc., will be charged by third-party platforms).
9. Mobile Access:
- Mobile-friendly interface for access anytime, anywhere.
- Mobile app supports CRM functionality.
10. No system user limit, users can add system users themselves (no additional charge).
11. System charges only include the first year’s cloud hosting fee.
12. If system capacity needs to be upgraded, additional charges will apply (charged by third-party cloud platforms).
