The entire sales process, from lead to quote and from order to invoice, plus every customer interaction, on a single screen.
CRM (customer relationship management) software brings all interactions, opportunities, quotes and meetings with prospects and existing customers into one place. Standalone CRM tools leave sales at the quote stage; orders, shipments, invoices and collections stay in other systems.
The Eruca ERP Sales and CRM module removes that gap. An approved quote becomes an order, and a shipped order becomes a waybill and invoice; the invoice posts instantly to accounting and the customer account. Sales reps see the customer's balance, open orders and latest meeting on the same record.
Track leads and opportunities by stage and see the likelihood of winning.
Prepare quotes with price lists and discount rules; every revision is versioned.
Confirm orders with confidence through credit-limit and discount approvals.
Stock reservation, partial shipments and delivery notes in a single flow.
From shipment to invoice, reflected instantly in accounting and customer accounts.
Meetings, quotes, orders, documents and balance on the same card.
Calls, visits and meetings are scheduled; reminders go to the assigned rep.
Pricing, discount and campaign rules by customer group, region and period.
Each step inherits the previous step's data; nothing is entered twice, and every transition is logged.
Companies managing quotes, orders and shipments for a dealer and customer network.
Manufacturers with long sales cycles that quote per project or per order.
Businesses that need a large product catalog, dealer pricing and fast ordering.
Companies with contracts, subscriptions and recurring billing.
CRM focuses on customer relationships and the pre-sales process; ERP manages all of a business's resources, such as orders, inventory, production and accounting. In Eruca ERP, CRM is not a separate program but a module of the ERP, so quotes, orders, invoices and collections all run on the same data.
When the customer approves the quote, it is converted into an order with one click. Price, discount and delivery details carry over unchanged; credit limit and stock availability are checked when the order is placed.
No. Customer, contact and open balance lists can be imported from Excel. Our team checks the data with you during the migration.
Yes. Eruca ERP is web-based; customer records, quotes and orders can be accessed from a tablet or phone browser.
Orders over the limit go into the approval flow you define; shipping doesn't start until an authorized person approves.
With your own processes, in a 30-minute demo.
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