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From cold leads to returning customers—ERP Gold's Customer Relationship Management (CRM) software empowers your team to provide an exceptional customer experience. Since your customers' experience can make or break the company, it is critical to have software that keeps your customer experience in check. ERP Gold's CRM module tracks each lead to avoid being lost in today's busy world. System reminders are designed to keep customer touchpoints at the front so leads are converted to customers. From a glance, the dashboard gives you a complete picture of your sales funnel and allowing you to monitor individual and team progress. It also provides valuable insight to your process, in case improvements are needed.
Work together to win sales by assigning leads to team members, providing accountability and making it easy to monitor KPIs.
Custom-built to your sales cycle. Automated reminders ensure all leads and customers are contacted when they need to be.
Store all activities and notes from previous communication with clients and leads so everyone can see the state of the relationship.
At the click of a button, convert a lead into a customer, instantly establishing their account in the ERP Gold customer module.
The ERP Gold CRM module tracks every prospect from start to finish automatically. At a glance, you have complete visibility to your entire sales funnel. Whether you have 5 steps to close the deal or 10, ERP Gold customized the funnel to match your business processes. The comprehensive dashboard

Our informative flexible dashboard and in-depth reporting encourages you and your team to analyze every level of the sales funnel, pinpoint drop-offs, and target areas of opportunity. You can monitor progress individually or by team KPIs, helping to motivate sales associates to focus on their target.

Glance at all the leads
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.
This feature allows you to track how long it has passed since your client has shown interest in your product/service.
Our CRM software customer service generates a calendar and automated reminders to get in touch with your potential customers.
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.
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.
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.
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.
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.
Our dashboard gives you the at-a-glance look but our system keeps you on top. Our CRM module reminds you of important touchpoints with potential customers to ensure the customer's journey is positive and running smoothly. All communications are automatically logged and can easily be reference when needed. As your leads move through the funnel, they can easily and automatically be converted to customers saving you time and an extra step
“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
Yes, ERP Gold tracks performance metrics and can be customized for additional metrics.
Yes, ERP Gold is cloud-based and can be accessed from anywhere.
Yes, ERP Gold will automatically send reminders to keep you on track.
With ERP Gold CRM, we will electronically upload your leads and you can import or export to Excel.
As long as your existing CRM software has open APIs, it can be integrated with ERP Gold
