CRM and order-to-cash, all in one app
Sales is the growth engine of an organization. ERPNext keeps it well-oiled with tools that ensure your sales system runs smoothly. Nurture your pipeline by tracking each of your prospects and their needs in CRM. Stay ahead of your competitors by creating competitive and professional quotations and invoices with minimal effort. Manage delivery notes and accounts receivables — all from one place.
Make professional quotations
Run lightning-fast order to delivery to cash cycle
Set pricing rules
Use blanket orders to honour customer contracts
Get timely payments from your customers
Make professional quotations
Run lightning fast order to delivery to cash cycle
Fulfilling customer orders is the backbone of repeat business. Every step of your supply chain, from collecting advance payments to ensuring timely deliveries, depends on the success of customer orders. It’s a critical function that drives your business forward.
Celebrate new sales by creating a Sales Order and instantly receiving notifications about stock availability. If stock replenishment is needed, generate a requisition directly from the Sales Order. For manufactured items, trigger a Work Order for the production department. Reserve batches of items to be dispatched against specific Sales Orders. Once items are ready for dispatch, coordinate with logistics and accounts for smooth processing.
Set pricing rules
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.
No-code builder
Automate tasks with drag-and-drop simplicity
API-first
Easily integrate with third-party systems
Mobile-friendly
Manage all modules from any device
Customizable
Forms, reports, print formats, and dashboards
Approval workflows
Simplify with custom multi-level workflows
Roles & permissions
Granular access control to safeguard data
Choose Freedom with ERPNext
The comprehensive, user-friendly and 100% open-source ERP