CRM at its simplest is systems and processes for managing a company’s interactions with current and potential customers, through a very detailed CRM system integrated in XpertERP, Customers and Pre-Sales activities can be managed in an efficient and effective manner
Campaign
Campaign is a full-scale implementation of a sales strategy to promote a product or service and its fully manageable in XpertERP. When a marketing campaign generates a lead or an opportunity, you can tag the campaign while creating the Lead or Opportunity
This will help in assessing the effectiveness of a marketing campaign by calculating the return on investment.


Lead Management
A lead is a potential customer who might be interested in your products or services. Xpert CRM helps in managing leads which includes:
- Complete lead information
- Category
- Market Segment
- Reminders to follow up on the leads
- Adding multiple contacts and addresses
- Recording comments, emails and events
- Auto-assigning the leads to sales executives