DnDTS ERP is a web-based enterprise resource planning (ERP) solution that includes Customer Relationship Management (CRM) features among its modules. The CRM module in ERP is designed to help businesses manage their interactions with current and potential customers. Here are some of the key CRM features in ERP:
Lead Management:
Capture and track leads from various sources.
Convert leads into opportunities and customers.
Opportunity Management:
Manage sales opportunities through various stages.
Associate opportunities with relevant contacts and organizations.
Contact Management:
Maintain a comprehensive database of contacts.
Track communication history and activities related to contacts.
Customer Management:
Store detailed information about customers.
View customer-related transactions, communications, and history.
Communication Tracking:
Log emails, calls, meetings, and notes related to customers and opportunities.
Maintain a centralized communication history.
Quotation and Sales Order:
Create and manage quotations and sales orders for customers.
Track the status of sales orders and manage the sales process.
Pipeline Management:
Visualize and manage the sales pipeline.
Monitor the progress of opportunities through different stages.
Activity Management:
Schedule and track activities such as follow-ups, meetings, and calls.
Set reminders and notifications for important tasks.
Document Management:
Attach relevant documents to contacts, opportunities, and transactions.
Easily access and manage documents related to customer interactions.
Dashboard and Reports:
Generate and view custom dashboards for sales and CRM activities.
Access various reports to analyze sales performance and customer interactions.
Integration with other ERP Modules:
Seamlessly integrate CRM data with other ERP modules such as Sales, Inventory, and Accounting.
Automation and Workflow:
Configure automation rules for streamlining repetitive tasks.
Define workflows to manage the progression of leads and opportunities.
DnDTS ERP is continually evolving, and new features and improvements are regularly added through updates. It’s important to check the official documentation or release notes for the latest information on CRM features in ERP.