AI TOOL PROFILE
erp crm: Cloud ERP and CRM Software
- Operations
- ERP
- Small businesses
- Mid-market companies
- Single users
- Growing teams
Pricing
Pricing starts at $13/month for the Starter plan, with Pro at $48/month and Elite at $96/month. A 14-day free trial is available.
At a glance
- Best for
- Small businesses, Mid-market companies, Single users, Growing teams
- Key use cases
- Sales to Payment Workflow, Inventory Control, Project Profitability Tracking, Centralized Document Management
- Integrations
- Slack, Google Drive
- Official website
- Visit erp crm official website
How AI is used
erp crm is a cloud-based business management tool that combines CRM, financial management, and operational tracking. It is designed for users who want to replace disconnected tools with a single system that handles lead capture through to payment.
The platform is built for a range of users, from single operators to larger organizations, and is accessed via a web interface. As a cloud-hosted service, it does not require local installation or dedicated IT staff for maintenance.
Buyers can use the tool to track sales pipelines, manage stock across warehouses, and link project time-tracking to invoicing. It includes AI-powered apps designed to help with task prioritization and deadline prediction.
Buyers should confirm the different pricing tiers to ensure the included modules and team member limits match their specific organizational size and workflow requirements.
Key Features
CRM and Sales Management
Tools to manage leads, customers, and opportunities, including quote creation and sales pipeline tracking.
Invoicing and Financial Management
Supports generating invoices and credit notes, tracking payments, and managing expenses.
Inventory and Purchasing
Supports monitoring stock levels across warehouses and managing supplier purchase orders.
Project and Time Tracking
Allows users to plan projects, assign tasks, and track time spent for billing purposes.
AI-Powered Task Automation
Includes apps designed to automate task prioritization and predict project deadlines.
User Access Controls
Provides role-based permissions to manage what data different team members can access.
Use Cases
Sales to Payment Workflow
Supporting the progression from lead and quote to order, invoice, and final payment.
Inventory Control
Monitoring stock levels and managing reordering processes with suppliers.
Project Profitability Tracking
Linking time tracking and task completion to invoicing and billing.
Centralized Document Management
Generating and storing PDFs for quotes and orders linked to customer profiles.
Integrations
- Slack
- Google Drive
FAQ
Do I need technical skills to use erp crm?
- No, the system is designed for business users and is managed via a web interface without requiring IT knowledge.
Is there a free trial available?
- Yes, the platform offers a 14-day free trial to explore its tools.
Can I migrate my existing data into the system?
- Yes, the platform supports the import of customer data, products, and invoices.
What is the difference between the pricing plans?
- The Starter plan provides core features, the Pro plan adds advanced workflows and selected modules, and the Elite plan includes all available extensions and advanced security.
Source category: Operations
Source subcategory: ERP
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