Manage Your Leads with ERP Gold’s CRM Module
Contact Management
Sales & Marketing Tracking
Comprehensive Dashboard
45 Minute
ERP Gold Demo
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Consultation
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Free ConsultationSharpen Your Sales Cycle
From cold leads to returning customers—ERP Gold’s Customer Relationship Management (CRM) software empowers your team to provide an exceptional customer experience. Since your customers’ experience can make or break the company, it is critical to have software that keeps your customer experience in check. ERP Gold’s CRM module tracks each lead to avoid being lost in today’s busy world. System reminders are designed to keep customer touchpoints at the front so leads are converted to customers. From a glance, the dashboard gives you a complete picture of your sales funnel and allowing you to monitor individual and team progress. It also provides valuable insight to your process, in case improvements are needed.
Lead Management
Work together to win sales by assigning leads to team members, providing accountability and making it easy to monitor KPIs.
Touchpoint Reminders
Custom-built to your sales cycle. Automated reminders ensure all leads and customers are contacted when they need to be.
Communication Logging
Store all activities and notes from previous communication with clients and leads so everyone can see the state of the relationship.
Lead to Customer Conversion
At the click of a button, convert a lead into a customer, instantly establishing their account in the ERP Gold customer module.
An Optimized Sales Funnel
The ERP Gold CRM module tracks every prospect from start to finish automatically. At a glance, you have complete visibility to your entire sales funnel. Whether you have 5 steps to close the deal or 10, ERP Gold customized the funnel to match your business processes. The comprehensive dashboard
Powerful Reporting & Analysis
Our informative flexible dashboard and in-depth reporting encourages you and your team to analyze every level of the sales funnel, pinpoint drop-offs, and target areas of opportunity. You can monitor progress individually or by team KPIs, helping to motivate sales associates to focus on their target.
Features To Keep You On Top
Our dashboard gives you the at-a-glance look but our system keeps you on top. Our CRM module reminds you of important touchpoints with potential customers to ensure the customer’s journey is positive and running smoothly. All communications are automatically logged and can easily be reference when needed. As your leads move through the funnel, they can easily and automatically be converted to customers saving you time and an extra step
Frequently Asked Questions
Yes, ERP Gold tracks performance metrics and can be customized for additional metrics.
Yes, ERP Gold is cloud-based and can be accessed from anywhere.
Yes, ERP Gold will automatically send reminders to keep you on track.
With ERP Gold CRM, we will electronically upload your leads and you can import or export to Excel.
As long as your existing CRM software has open APIs, it can be integrated with ERP Gold