Customer relationship management

The Enapps ERP implementation is delivered with comprehensive and flexible CRM functionality. The Enapps system empowers the sales operations of your company, allowing them to manage customer relations and sales processes and increasing your the ability to convert leads and prospects into new customers.

As with all other main modules of the Enapps ERP system, the CRM is fully integrated into the other parts of the system. This means that your customers and sales information are in the same database, giving your business a seamless sales workflow. The CRM module, which keeps track of customer information, is designed to help build and manage relationships with your existing customers as well as qualify and nurture leads into new business. Having a central 360 degree view of your clients increases your ability to provide a high quality service and reduces the risk of important information only being visible to the direct sales person managing an account.


Building relationships

The Enapps ERP’s CRM module allows you to manage your sales workflow for enquiries and leads. It is easy to upload a list of leads, and our ERP makes it easy for you to take these and run a marketing campaign. This will hopefully convert them into prospects and eventually customers, which you can update in the system with only the click of a button.

Prospects & customers
In the prospect and customer view, Enapps’ ERP not only gives you a full view of all your customers’ company and contact information, but a full history and overview of the transactions and communications with your customers. Open quotations, a review of previous sales, lists of current opportunities, and a full record of all emails, phone calls, notes, meetings, and tasks can all be analysed on screen, enabling you to increase your sales.
Opportunity pipeline

Future business
The CRM’s opportunity function records your sales pipeline as opportunities and quotations, which can then be converted into closed sales. You can process opportunities through configurable sales stages, which automatically update your probability of successfully winning the business. The opportunity function records your sales pipeline and maps future business potential. This allows your sales team to record opportunities and helps to ensure that potential deals are not missed. Because of this, management can understand how your company is going to perform in relation to your planned budgets.


– Link quotations
– Configurable sales stages auto-change probability
– Configure scoring based on selected field criteria
– Convert to quotation

Activity management

Stay organised

The CRM module includes many ways to record and manage communication with your customers, allowing you to record phone calls, tasks, meetings and notes, as well as sending e-mails directly from the system. Activities can also be set up in chains, where once you complete one activity, a second related activity is automatically created. Reschedule calls and keep a rolling history of your notes for next time. The TODO list provides a dashboard of activities to complete so nothing is missed.

Advanced features:

– Chained activities
– Activity reminders

Marketing campaigns

Boost your sales

Enapps ERP’s CRM function creates campaigns for email marketing, telemarketing, mail merges, events, advertisements and much more. Campaigns are linked to all related documents like opportunities, activities or quotations, allowing you to report clearly on the success of your campaign. This is an easy way to target new leads or existing customers and increase your sales.


– Campaign metrics, for generated opportunities, sales, quotes
– Cost tracking, linking all purchases to actions to determine campaign costs
– Dynamic lists, which allow you to answer any question about your sales data, allowing you to determine, for example, which customers have bought which of your products last month.


Email marketing with MailChimp

MailC-int-wsThe Enapps ERP solution is fully integrated with MailChimp,to help you maximise your existing or future e-mail marketing requirements. Use data already within the ERP to build a target list, which will then be processed through MailChimp, allowing you full HTML templates to send out branded mail shots. Unsubscribed notifications, non-delivery reports, open rates and other reporting metrics are passed back to the ERP for analysis and up to update data recording.