Lead hub
Leads from web forms, calls and walk-ins in one place.
Sales & CRM
Turn more enquiries into orders
Track leads through a visual pipeline, manage contacts and accounts, and convert deals into quotations.
1Capture lead
2Qualify
3Quote
4Win & convert
Why Sales & CRM in IxpertERP
Capture every lead, follow up on time and convert deals into quotations and sales orders without re-entering data.
- Lead hub & pipeline boards
- Contacts & companies
- Follow-up reminders
- Quotation conversion
- Sales forecasting
- Win/loss analytics
Capabilities
What's Included
Deal boards
Drag deals across pipeline stages on a visual board.
Contacts & accounts
Companies, people and full interaction history.
Follow-ups
Tasks and reminders so no lead goes cold.
Quotation conversion
One click from deal to quotation to sales order.
Sales analytics
Pipeline value, conversion rate and salesperson performance.
Who it's for
Built for Teams Like Yours
- Field sales teams
- Inside sales desks
- Dealer networks
- B2B project sales
Connected modules
Works Together With
Financial Management
Retail & Point of Sale
Procurement & Purchasing
Inventory & Warehousing
Manufacturing
HR & PayrollSee Sales & CRM in action
Book a walkthrough with scenarios from your own business.