CRM: Partner Record, Opportunities and Campaigns

The CRM Window

Client → Overview → CRM opens the CRM in its own 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 a timeline with quick entry for note, call, task and appointment. Tabs lead to contacts, opportunities, tickets, documents, emails and consents.

Sales Opportunities

The pipeline displays opportunities as cards in the stages New, Qualified, Proposal, Negotiation, Won and Lost. Drag a card into the next stage; when „Lost“ is selected a reason is required. If a linked quotation becomes an order, netERP automatically sets the opportunity to „Won“.

Campaigns and GDPR

Campaigns select their target group by postal code, country, customer group and other attributes. netERP skips contacts without consent to the newsletter. A data disclosure report summarizes the stored data of 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.