Know the buying team.
Keep named contacts beside the account, industry, tier, and customer status that shape the pursuit.
Lead-to-Order, one accountable thread
Sell without losing the plot.
Sales CRM connects the buyer, the opportunity, the commercial offer, and the booked order. Every handoff carries its source and commercial context forward.
Create your ERP.ai account and workspace, then start using Sales CRM.
The application, data, roles, and workflows run inside ERP.ai.
Revenue relaySource retained
01LeadQualified intent
02OpportunityAccountable pursuit
03QuoteCommercial record
04OrderBooked demand
8 linked tablesFrom accounts through sales orders
10 referencesCommercial context stays connected
4 operating rolesClear read, create, and update rights
3 workflowsQualified lead, quote review, order conversion
CRM that finishes the commercial job.
A pipeline is useful only when it reaches an operational commitment. Sales CRM keeps the decisions between first interest and booked revenue visible.
Qualify with provenance.
A qualified lead becomes a linked opportunity, retaining its source, value, next action, and originating record.
Book what was accepted.
Products, quantities, prices, discounts, and accepted quotes stay tied to the order they created.
Four records. One commercial truth.
Each stage adds control without severing the context created upstream.
Lead
Confirm the account, expected value, source, and next action.
Opportunity
Own a dated commercial pursuit with an accountable contact.
Quote
Preserve product lines, pricing, discount, and validity.
Order
Convert the accepted record into booked operational demand.