erp crm: Cloud ERP and CRM Software
erp crm helps business owners manage customers, invoicing, and inventory in one place. It is designed for teams that need to connect operational work to billing via cloud-based access.
At a glance
- Category
- Operations
- Best for
- 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.
- Key use cases
- Sales to Payment Workflow, Inventory Control, Project Profitability Tracking, Centralized Document Management
- Integrations
- Slack, Google Drive
- Official website
- erpcrm.io
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
Tools to manage leads, customers, and opportunities, including quote creation and sales pipeline tracking.
Supports generating invoices and credit notes, tracking payments, and managing expenses.
Supports monitoring stock levels across warehouses and managing supplier purchase orders.
Allows users to plan projects, assign tasks, and track time spent for billing purposes.
Includes apps designed to automate task prioritization and predict project deadlines.
Provides role-based permissions to manage what data different team members can access.
Use Cases
Supporting the progression from lead and quote to order, invoice, and final payment.
Monitoring stock levels and managing reordering processes with suppliers.
Linking time tracking and task completion to invoicing and billing.
Generating and storing PDFs for quotes and orders linked to customer profiles.
Best For
Integrations
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.
FAQ
No, the system is designed for business users and is managed via a web interface without requiring IT knowledge.
Yes, the platform offers a 14-day free trial to explore its tools.
Yes, the platform supports the import of customer data, products, and invoices.
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
