Custom CRM Software

Streamlined Customer Management Done Your Way

45 Minute
ERP Gold Demo

Click to schedule a FREE 45-minute ERP Gold Demo. We are excited to show you how to streamline and optimize your Inventory Management for business growth.

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15 Minute

Click to schedule a FREE 15-minute Consultation and we will answer your questions about Inventory Management. Click and choose a time that is convenient for you.

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Refine Your Sales Cycle

From cold leads to returning customers—ERP Gold’s customer relationship management (CRM) software empowers your team to provide an effortless customer experience while generating more sales and we customize screens, flows and reports according to your needs.

Lead Management

Work together to win sales by assigning leads to team members, providing accountability and making it easy to monitor KPIs.

Touchpoint Reminders

Custom-built to your sales cycle. Automated reminders ensure all leads and customers are contacted when they need to be.

Communication Logging

Store all activities and notes from previous communication with clients and leads so everyone can see the state of the relationship.

Lead to Customer Conversion

At the click of a button, convert a lead into a customer, instantly establishing their account in the ERP Gold customer module.

ERP Gold | CRM

An Optimized Sales Funnel

Guide leads through a predefined and automated sales funnel, ensuring they receive all the attention and information they need to convert to paying customers.

Powerful Reporting & Analysis

An eye-catching dashboard and in-depth reporting empower you and your team to analyze every level of the sales funnel, pinpoint drop-offs, and target areas of opportunity. You can even monitor individual and team KPIs, helping to motivate sales associates to focus on their target.

ERP Gold | CRM
ERP Gold | CRM
ERP Gold | CRM

Features That Empower Your Growth

Cloud-Based CRM Software

Equip your team with the ability to access important CRM data from anywhere, anytime, using any device.

Streamlined Sales & Marketing

Bring website analytics, SEO, ads, and social media engagement data directly into your custom CRM software.

Integrated Operations

Connect your marketing, sales, operations, and finance teams through one system, creating a central hub for all departments.

Data Protection Protocols

SSL connections empower encrypted access, enabling ERP Gold to keep your data protected and privacy law compliant.

Custom CRM Software Configured to Your Specs

We’re not here to tell you to tear up your existing operations. ERP Gold's flexibility means we can work together to mold a system that works best for you, empowering your team to provide exceptional service and skyrocket sales.

Low-Cost Packages

Cost-effective packages allow businesses of all sizes to build an impactful custom CRM system.

End-to-End Customization

Tailor the entire sales cycle from lead management to ongoing custom account management.

Key Operations

Lead Overview

Glance at all the leads

Lead Source Tracking

This feature of ERP Gold custom CRM software. Allows you to track where your lead has come from, such as referrals, social media, and/or website, etc.

Lead Age

This feature allows you to track how long it has passed since your client has shown interest in your product/service.

Lead Follow-up

Our CRM software customer service generates a calendar and automated reminders to get in touch with your potential customers.

Lead Nurturing:

once you have tracked lead age, the next step is generating customized and personalized emails for your leads. This is where ERP Gold stands out.

Performance Metrics

Last but not least the performance metrics feature includes conversion rates, revenue generated, and the number of leads added to the system over a given period. It provides you with a yardstick to assess the financial benefits of your leads.

Import and Export from Excel or Spreadsheets

ERP Gold is aware that your businesses use a variety of software solutions to store data. Therefore, we are flexible and provide you with the freedom to import data from MS Excel, Google Sheets, or any other software. Same way, you can export the dashboard data to any extension format seamlessly.

Advance View

With the advanced view option, you can view and analyze data in a variety of formats. You can have a variety of options, such as graphs, pivot tables, and charts. Moreover, you can use the search option and various filters to easily access the desired set of data.

Bulk Action

This feature allows you to take bulk action to a single lead. Such as you can assign references to the leads, add a source of a lead, add tags, update the fields, and update the lead status.

Seamless Integrations

Make ERP Gold’s custom CRM the hub of your business by integrating with e-commerce, marketing, sales, logistics, and operations systems.

ERP Gold | CRM

This is where ERP Gold comes in to help you in engaging, acquiring, and retaining customers, tailored to meet the unique needs of each business. It’s the ultimate solution to automate customer-related workflows and ensure that all interactions with customers and prospects happen smoothly and efficiently.


“Intuitive use. You can easily log in from any part of the world and access your account. There are links that exist between part of transaction (quote, SO, PO) that lets you easily navigate through the workload.”

Mario Fields CEO

“Thanks for giving me beta access. Loved the easy to learn interface, the dashboard did a really good job of putting the most valuable information right in front of me.”

Jean Wong Project Manager

“Intuitive use. You can easily log in from any part of the world and access your account. There are links that exist between part of transaction (quote, SO, PO) that lets you easily navigate through the workload.”

Mario Fields CEO