CRM & Customer Management Solution
novaERPS's CRM solution manages customer data and sales opportunities as part of the sales module, not as a separate tool.
The problem it solves
CRM tools disconnected from invoicing need constant manual syncing, and sales teams lose a unified view of a customer's actual history.
How it works inside novaERPS
Each customer's data and opportunities are recorded in the same system used for quotations, sales orders, and invoices, keeping everything in one place.
Key features
- A unified record of each customer's data and history.
- Opportunity management from first contact to closed deal.
- Metrics: win rate, open quotes, top customers.
- New customer acquisition tracking.
Who it's for
It fits sales teams that need to track opportunities and customers without a tool disconnected from invoicing and inventory.
How it integrates with the rest of the system
Customer data is directly linked to quotations, sales orders, and invoices in the same system — no importing/exporting between separate tools.
Frequently asked questions
It's part of the sales module itself, not a separate tool requiring manual syncing.
Yes, the sales dashboard shows win rate, open quotes, and top customers.