CRM at its simplest is systems and processes for managing a company’s interactions with current and potential customers, through a very detailed CRM system integrated in XpertERP, Customers and Pre-Sales activities can be managed in an efficient and effective manner


Campaign is a full-scale implementation of a sales strategy to promote a product or service and its fully manageable in XpertERP. When a marketing campaign generates a lead or an opportunity, you can tag the campaign while creating the Lead or Opportunity

This will help in assessing the effectiveness of a marketing campaign by calculating the return on investment.

Lead Management

A lead is a potential customer who might be interested in your products or services. Xpert CRM helps in managing leads which includes:

  • Complete lead information
  • Category
  • Market Segment
  • Reminders to follow up on the leads
  • Adding multiple contacts and addresses
  • Recording comments, emails and events
  • Auto-assigning the leads to sales executives

Sales Team Efficiency

Don’t miss out on the big picture of your sales team. XpertERP CRM includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.


Manage all your customers at one place. XpertERP CRM maintains a complete record of all the customers with contact information thereby eliminating the need to search for records manually for billing, delivery and further correspondence.

Total Visibility of Sales Pipeline

Our CRM includes a real-time view of important sales and marketing opportunities. This helps in crafting a strategy to increase your lead-to-deal conversion rates, encourages adequate allocation of resources, helps in making more accurate forecasts

Digital Marketing

CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources