ERPNext CRM Software
ERPNext CRM implemented by Thirvusoft, Coimbatore: lead capture from website, IndiaMART and WhatsApp, opportunity pipeline, quotations, follow-up reminders and sales reports for businesses in Tamil Nadu.
CRM that fits how your business works
ERPNext CRM keeps every enquiry, call, quotation and follow-up in one place and connects it to the order, invoice and payment that follow. Sales teams in Coimbatore use it on desktop and mobile to work leads from IndiaMART, the website and WhatsApp without losing a single enquiry. Thirvusoft configures lead sources, sales stages, assignment rules and dashboards to match your sales process.
- Automatic lead capture from web forms, IndiaMART and email
- Opportunity pipeline with stage-wise conversion reports
- Quotation to Sales Order to Invoice in a few clicks
- Follow-up reminders on WhatsApp, email and mobile app
What you get with CRM
Leads, opportunities, quotations and follow-ups in one pipeline.
Lead Management
Efficiently manage leads from various sources, track interactions and convert leads into opportunities.
Social Media Integration
Connect social media accounts to gather insights and engage with customers directly from the CRM.
Campaign Management
Plan, execute and track marketing campaigns within the CRM for better alignment between sales and marketing.
Contact Management
Maintain detailed records of contacts, including customer information, communication history and activities.
Opportunity Management
Track and manage sales opportunities through the pipeline, helping to prioritise and close deals effectively.
Need something specific?
Custom fields, workflows, print formats and reports are part of every Thirvusoft implementation. Tell us what is missing.
Every customer conversation, connected to the order
A complete solution for managing customer interactions, sales processes and support activities, improving customer satisfaction and business performance.
Local team in Coimbatore
On-site requirement study, training and go-live support anywhere in Tamil Nadu.
Frappe developers in-house
We customise ERPNext and build Frappe apps ourselves, so nothing is out of scope.
Support after go-live
Helpdesk, upgrades and backups under an annual maintenance contract.
From requirement to go-live in weeks, not months
A proven five-step process that Thirvusoft follows for every CRM project.
Discover
We study your current process, pain points and reports, then map them to ERPNext modules.
Configure & Customise
Company setup, masters, workflows, print formats and any custom DocTypes or Frappe apps you need.
Migrate Data
Items, customers, suppliers, opening stock and balances imported and verified from Tally, Excel or your old ERP.
Train
Role-wise training for owners, accounts, stores, production and sales, in Tamil or English, at your site.
Go Live & Support
Hyper-care during the first month, then AMC support with upgrades, backups and new features.
Questions about CRM
Can ERPNext CRM capture leads from IndiaMART and my website?
Yes. Thirvusoft's IndiaMART integration and Frappe web forms push enquiries straight into ERPNext as leads, with automatic assignment to your sales team.
Is there a mobile CRM app?
Yes. We build Flutter mobile apps on ERPNext for lead follow-up, visit check-in, quotation creation and order booking from the field.
Does the CRM send WhatsApp follow-ups?
With our WhatsApp integration, ERPNext can send quotation PDFs, reminders and status updates to customers on WhatsApp automatically.
Other ERPNext modules
Every module shares the same customers, items and ledger, so you can start small and switch on more as you grow.
Let us show you CRM on ERPNext
A 30-minute demo with real data from your industry. Free, no commitment, in Tamil or English.