From the first conversation to a loyal customer.
ERPAISYS CRM gives your team one workflow to capture leads, build relationships, manage opportunities, send proposals, and turn prospects into customers more effectively.
CRM Pipeline
PT Nusa Digital
Discovery meeting · Friday, 10:00
CV Karya Mandiri
Quotation revision · Rp 128 million
Sentra Teknik
Agreement review · Friday, 15:00
The ERP CRM module by ERPAISYS connects your sales, marketing, and customer service teams in one workflow — from the first lead and opportunity to long-term loyalty, without data scattered across multiple places.
Never let a follow-up slip through.
CRM brings every communication trail together so anyone on the team can pick up a conversation with full context — no digging through separate chats, emails, or notes.
Calls & Conversations
Log call summaries, customer needs, and follow-ups after every conversation.
Save important emails, proposals, and formal communication to the related lead or customer profile.
Meeting & Appointment
Schedule meetings, define attendees, and record discussion outcomes and agreed next actions.
Task & Reminder
Create follow-up tasks with deadlines and owners so every opportunity keeps moving.
Once the deal is done, the data keeps moving with it.
Converting a lead or opportunity into a customer doesn’t mean starting from scratch. ERPAISYS carries the full communication history, documents, contacts, and context into the new customer profile.
The customer profile is built from already-validated lead data.
Contacts, addresses, and related parties stay connected within one record.
Approved quotations can move straight into the next sales process.
Deal Conversion
Opportunity → CustomerQuotation approved
Pricing, scope, and transaction terms have been confirmed.
Agreement documented
Agreement documents and negotiation notes are saved in the CRM.
Customer ready to transact
Customer data is ready for use by the sales, finance, and operations teams.
Know your customers, follow up on opportunities, and nurture relationships.
CRM helps your sales and customer service teams work from the same information, so every conversation feels relevant and every opportunity gets the right follow-up.
Centralized customer data
Manage leads, prospects, customers, contacts, addresses, customer groups, and territories neatly in one database.
A clearly visible pipeline
Visualize the journey from lead to opportunity, set sales stages, and make sure no opportunity is missed.
More relevant interactions
Log appointments, communications, contracts, and email or SMS campaigns to build consistent engagement.
One control center for a complete customer experience.
The CRM module unifies sales, communication, marketing, and service processes so your business can grow through stronger relationships.
Leads & Opportunities
Log leads, qualify opportunities, set sales stages, and manage the information your team needs to close deals.
Sales Pipeline
Track the journey of Leads, Opportunities, Customers, Contracts, Appointments, and Communications in one workflow.
Customer Data
Manage customers, customer groups, contacts, addresses, territories, prospects, and sales persons as a single source of information.
Campaign & Engagement
Run campaigns, email campaigns, SMS center, SMS logs, and email groups for targeted communication.
After-sales Service
Schedule maintenance, log maintenance visits, and manage warranty claims to keep customers satisfied.
Control & Configuration
Configure lead sources, sales stages, and master data structure while monitoring reports for faster decisions.
Build relationships from first contact to long-term loyalty.
Every customer stage is connected so your team can deliver a consistent experience without losing context.
Capture Lead
Gather prospects from the right sources and save their data.
Qualify Opportunity
Assess potential and pursue the most relevant opportunities.
Manage Engagement
Schedule appointments and document communications.
Convert to Customer
Turn won opportunities into customers and contracts.
Build Loyalty
Nurture relationships through campaigns and after-sales service.
Example Flow: From Lead to Business Opportunity
An illustration of how a single prospect moves through ERPAISYS CRM, from the first lead entry to becoming an opportunity ready to close.
Example Flow: From Lead to Business Opportunity
One prospect’s journey from first lead to an opportunity ready to be won.
Lead Comes In
The marketing team logs a new lead complete with its acquisition source (campaign, website, or referral).
Initial Qualification
Sales assesses the prospect’s needs and budget, then decides whether the lead is worth pursuing.
Convert to Opportunity
Qualifying leads are converted into an Opportunity with an estimated value and initial sales stage.
Proposal & Negotiation
The team prepares an offer, logs communications, and moves the sales stage as discussions progress.
Deal Closed
A won opportunity is marked Won and ready to be converted into a Customer.
Every sales stage change is logged automatically, so managers can track pipeline performance without building manual reports.
Example Flow: From Engagement to Customer Loyalty
An illustration of how the team maintains relationships after a deal closes — from the initial contract and after-sales service to campaigns that build long-term loyalty.
Example Flow: From Engagement to Customer Loyalty
Maintaining the customer relationship after the deal closes, from onboarding to retention campaigns.
Contract & Onboarding
New customers are logged with a Contract and the agreed service details.
Schedule an Appointment
The customer success team schedules meetings or onboarding sessions through Appointment.
Document Communication
Every interaction — call, email, or visit — is logged as Communication.
After-sales Service
Maintenance Visits are scheduled and Warranty Claims are handled whenever customers need support.
Retention Campaign
Email Campaign and SMS Center are used to keep engagement high and offer loyalty programs.
The complete history of appointments, communications, and service is stored in one customer profile, so every team sees the same context.
Turn CRM data into stronger relationships and better revenue.
Track acquisition channels, opportunity progress, team activity, and communication effectiveness without relying on separate spreadsheets.
Pipeline & Sales Stage Tracking
See the count and value of opportunities at each stage to prioritize the follow-ups with the biggest impact.
Lead Source & Conversion Analysis
Compare lead source effectiveness to make customer acquisition investment more targeted.
Customer Activity Overview
Review appointment history, communications, contracts, and service activity in the context of a single customer.
Campaign Performance
Evaluate the execution and response of email or SMS campaigns to refine your engagement strategy.
Turn every customer relationship into a growth opportunity.
See how ERPAISYS CRM helps your team build a healthy pipeline and loyal customers.