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🤝 CRM & Sales

CRM & Sales

From first contact to closed deal — and repeat business beyond.

Overview

What CRM & Sales does for your business

ZhiftERP CRM manages the complete customer lifecycle. From lead capture through qualification, opportunity management, quoting, and order fulfillment — all in one place.

Sales teams get a clean pipeline view, automated follow-up reminders, and territory-based assignment. Quotes become orders and orders become invoices without re-entry.

  • Lead capture from web forms, email, and imports
  • Visual pipeline with drag-and-drop stages
  • Quotation builder with custom templates & terms
  • Sales orders with multi-level approval workflows
  • Commission tracking by salesperson & territory
  • Customer segmentation & tagging
  • Sales targets & performance dashboards
  • Repeat order scheduling & blanket orders
  • Multi-currency pricing & pricing rule engine
  • Customer loyalty points & promotions
  • Integration with POS, eCommerce & Helpdesk
  • Mobile CRM access
Key Capabilities
Pipeline360° view
AutoLead assignment
Multi-tierPricing rules
LiveSales dashboards

Ready to explore CRM & Sales?

Start your personalised demo with full access to all modules. Contact us for details.

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