CRM Module

CRM (Customer Relationship Management) module is designed to help businesses improve your customer relationships and increase revenue by providing tools for managing customer interactions and data.

CRM

Best CRM Software In Nepal with ERP, HRM and accounting features and  functionalities 

important To Know

Explore All Features

Check out all the features listed below to know more about our CRM module so you can use more efficiently depending on your business need.

follower

Followup

  • Followup with Leads, customers & Supplier
  • One-time followup
  • Recurring followups
  • Followup based on Pending/Partial/Overdue invoices
magnet

Leads

  • Add/Edit/Delete leads
  • Convert leads to customer
  • Leads source: Know which source (e.g google/Facebook etc) leads are converting to more customers.
  • Leads life stage: Know the life stage of the lead (New/Qualified/Opportunity/ etc)
campaign

Campaigns

  • Create different campaigns depending on your business.
  • Send to customers, leads, contact, and more.
  • Use Email & SMS for campaign notification
  • Save as a draft for later use.
log in

Contact Login

  • Multiple logins for customers & suppliers
  • Contact can check previous orders, purchases, sales, payment & ledger.
contract 1

Proposal

  • Create proposal templates with Subject, Body & attachments
  • Send proposal to leads
report 1

Report

  • Follow-ups by user
  • Follow-ups by contacts
  • Lead to customer conversion
  • View all the generated reports in one tab

KB CloudERP reserves the right to change pricing at any time.

Free Plan offers 999 years model so if you are using more than that you might need to upgrade your plan unless we extend more. For the customers on Professional, Business & Other Existing paid plan subscriptions charges may apply if they want to add custom features.

Invoice limits for Every plan apply to both approving and sending invoices. 

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