ERPNext v16 · CRM
ERPNext CRM that feeds sales
Leads from your website, inbox and campaigns captured in one pipeline, assigned automatically and converted into quotations without re-typing.
The ERPNext CRM flow
The standard v16 document flow we configure, test and train your team on.
- Step 1Lead
- Step 2Opportunity
- Step 3Quotation
- Step 4Customer
What we configure
Your scope decides which of these apply. Nothing is configured that you did not sign off.
- Lead and opportunity pipeline
- Lead sources and territories
- Web form to Lead mapping
- Email account linked to Lead and Opportunity
- Lead capture from ad platforms
- Assignment rules by territory or round robin
ERPNext CRM FAQ
Can website forms create leads?
Yes. Web forms map directly to the Lead doctype, with sources tracked.
Can leads be assigned automatically?
Yes. Assignment rules distribute leads by territory or round robin.
Can emails be linked to leads?
Yes. Email accounts can be linked so conversations attach to Leads and Opportunities.