TheERPHub CRM

Multiple employees can manage their own deals stage wise. Lead and Lead Organization can be managed easily.

Show Pending, Lost and Won Deals.Manage Campaign Type and Campaigns. Use a campaign while creating deals.

Prepare and Email Quotations from mobile applications. Quotation negotiations and import and add options to quickly make new quotations.

Shows missed and upcoming follow-ups. Manage follow-ups from the dashboard itself. You will never miss follow up as it notifies you even if your app is closed.

Shows upcoming and unattended tasks. Assign the task to others. Shows your pending/on hold/in process/completed tasks.

Add discussion with lead using comment module for future references. If DMS Module is purchased you can attach multiple documents with Deals, Tasks or Quotations for future reference and quick access anytime anywhere.