Customer Relationship Management

Boost sales productivity, improve win rates, grow revenue


Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings.

Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.

Your Sales Funnel, The Way You Like It

Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.


Social Network Integration


Bring social intelligence to your sales process.

Gain insights from social media site LinkedIn to find prospects easily and load their data automatically into your address book.

Lead Management Made Easy

Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales team.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.


Organize Your Opportunities

A clean user interface with everything in one screen


Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.

Email Integration and Automation

Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Route, sort and filter incoming emails automatically. OpenERP CRM handles incoming emails and route them to the right opportunities or sales team. New leads are created on the fly and interested salespersons are notified automatically.


Collaborative Agenda


Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues’ in one view.

As a manager, it’s easy to see what your team is busy with.

Lead Automation and Marketing Campaigns

Drive performance by automating tasks

Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, …) based on triggers (no activity since 20 days, answered a promotional email, etc.)

Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company’s bottom line.


Customize Your Sales Cycle

It Fits Your Sales Approach

Customize your sales cycle by configuring sales stages that perfectly fit your sales approach.

Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.


Reporting and Dashboards

Get access to the right information to take smart decisions

Get the insights you need to make smarter decisions. Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports that anyone can create and share.


Drive Engagement with Gamification

Leverage sales’ natural desire for competition

Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align sales teams around clear business objectives with challenges, personal objectives and team leader boards.


Personnal Objectives

Team Targets


Promote leaders and competition amongst sales team with performance ratios.

Assign clear goals to users to align them with the company objectives.

Compare revenues with forecasts and budgets in real time.

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