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.
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.
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.
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.