Navbar Test

FAQ

Find answers to your most pressing questions about our services and features.

Can ERPNext help me track and manage leads effectively? +

Absolutely. Capture every lead with full details—contacts, source, interests—and monitor them effortlessly to fuel your sales pipeline.

How easy is it to convert a lead into a sales opportunity or customer? +

With just one click, convert leads into sales opportunities and then into customers — keeping all communication and history intact for seamless follow-up.

Does the CRM integrate with email platforms? +

Yes. Connect Gmail or Outlook directly, so every email is automatically logged under the customer's record, giving you a complete communication timeline.

Can I schedule calls, meetings, and follow-ups within the CRM? +

Definitely. Plan and set reminders for calls and meetings linked to clients or deals, ensuring your sales team never misses a beat.

Can I generate and send quotations straight from the CRM? +

Yes. Create professional, customizable quotes from opportunities and send them as PDFs or emails — speeding up your sales process.

Are sales team performance and conversion reports available? +

Yes. Access detailed reports on leads, opportunities, conversion rates, total deal value, and individual sales performance — empowering data-driven decisions.

Is there a visual sales pipeline to track progress? +

Yes. Define your own sales stages (like prospecting, negotiation, closing) and track progress visually to keep your team focused and aligned.

Can I categorize customers for targeted communication? +

Yes. Use tags and custom fields to segment customers (new, regular, VIP), so your marketing and sales messages hit the right audience.

Does CRM connect seamlessly with sales, invoicing, and inventory? +

Absolutely. Enjoy end-to-end tracking from lead to payment by integrating CRM with sales orders, invoices, and stock management.

Is CRM accessible on mobile devices? +

Yes. The fully featured mobile app lets your team update notes and access customer info anytime, anywhere — keeping business moving on the go.

Downloads & Resources

Access our whitepapers, case studies, and guides to learn more about our solutions.

📄

ERPNext Brochure

Detailed overview of ERPNext features and benefits for your business.

Download PDF
📊

Case Study: Manufacturing

How ERPNext transformed a manufacturing business operations.

Download PDF
💡

Implementation Guide

Step-by-step guide to implementing ERPNext in your organization.

Download PDF

Your people are your business.

Ensure both are successful with System Experts.

Get started for free Book a demo