Sales teams from good to great

Cloud ERP CRM is the true customer-centric tool for your sales needs. Track leads, get accurate forecasts, and focus on what matters: closing opportunities.

Keep opportunities within view

Your pipeline at a glance.

Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.

Efficient organization

The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from a stage.

Never miss out on a follow-up

Schedule calls, meetings, mailings, or quotations, and Cloud ERP  automatically plans the next activity based on your sales script.

First Call

Schedule a demo

Make a quotation

Follow up quote

1st Reminder

2nd Reminder

Effortless communication means no miscommunication

Communication is key. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.

Integrates with

Email

Live chat

SMS

VoIP

Attractive quotations
in two clicks

Create professional-looking quotations in no time with a user-friendly interface. Select your products from the catalog and let Cloud ERP handle the rest.

Turn reporting data into money

Smart decisions are based on accurate and real-time data. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.

All the features done right

Enable automation

Automate lead creation, team assignment, scheduled activities, and focus on what really matters.

AI lead scoring

Too many leads? Our AI scores leads to ensure you always work on the right priorities.

AI lead scoring

Send quotes in just a few clicks, manage your pipeline by drag-and-dropping, and more.

Manage leads

Create, acquire, import, nurture, score, etc. Manage all aspects of your leads in a single place.