CRM: Partner record, opportunities and campaigns

The CRM window

Client → Overview → CRM opens the CRM as a separate window with its own ribbon: new activity, call, appointment or opportunity, create lead and convert to customer, plus the views My Week, Partners, Pipeline, Activities, Follow-ups and Campaigns. netERP remembers position and size.

The partner record

The partner record shows key figures at the top and clickable phone numbers and email addresses, below that a timeline with quick entry for note, call, task and appointment. Tabs lead to contacts, opportunities, tickets, documents, emails and consents.

Opportunities

The pipeline shows opportunities as cards in the phases New, Qualified, Quote, Negotiation, Won and Lost. Drag a card to the next phase; for „Lost“ a reason is required. If a linked quote becomes an order, netERP automatically sets the opportunity to „Won“.

Campaigns and GDPR

Campaigns select their target group by ZIP code, country, customer group and other attributes. netERP skips contacts without consent for the newsletter. A data access report summarizes the data stored for a contact.

Emails and mailboxes

Each employee can have their own mailboxes — private or for the team, with permissions for colleagues. netERP automatically assigns emails to the appropriate partner: via the ticket, the exact address or a unique company domain. Assigned emails cannot be deleted.