CRM and order-to-cash,all in one app
Modules
Key Capabilities
Everything you need to master sales in one unified platform.
Make professional quotations
Make professional quotations In winning new business, along with product quality, the responsiveness of the sales team plays a vital role. A quick turnaround in offering a competitive proposal can significantly boost conversions. With ERPNext, you can create quotations on the fly using pre-configured masters. Select a customer or a lead, choose items, fetch terms, and you have a quotation in just a few seconds. You can even use our print designer app to build exceptional templates with no or minimal code. Upon approval, automatically email the quotation to the customer with a personalized message. Follow up and negotiate with the customer right from the quotation until it either converts into business or provides valuable insights for future improvements.
Use blanket orders to honour customer contracts
Use blanket orders to honour customer contracts Building a value-driven business starts with honoring your commitments. Capture special rate contracts with key customers through Blanket Orders. When creating new orders, ensure they align with the agreed-upon rates and quantities. By consistently honoring these commitments, you strengthen customer relationships, leading to greater loyalty and, ultimately, more business.
Get timely payments from your customers
Getting timely payments from customers was never this easy. View accounts receivables report to track late payers and set automated customized reminders (on email/WhatsApp/telegram) to make sure you receive payments on time.
Frequently Asked Questions
Common questions about the Sales module.
Standard implementation takes 4-8 weeks depending on the complexity of your current processes and data migration requirements.
Yes, ERPNext features a robust REST API out of the box. We routinely integrate it with third-party tools such as Shopify, Stripe, and biometrics.
Related Capabilities
Explore other features that integrate perfectly with Sales.
Ready to Build Your ERP the Right Way?
See ERPNext tailored to your industry in a 30-minute walkthrough. Get real answers on custom Frappe development and ERPNext implementations.
- Personalized demo
- Implementation roadmap
- Customization consult
- Transparent pricing