CRM & BILLING MODULE

Streamline CRM, improve billing, and enhance financial transparency
with ERP-driven modules

Integrate CRM with billing to streamline sales, enhance satisfaction, and optimize cash flow.

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Cloud-Based ERP CRM & Billing Module Solution

ERP COM BD’s Cloud-Based CRM & Billing Module provides a comprehensive solution for managing customer relationships and automating billing operations. This integrated solution allows businesses to track customer data, manage sales processes, generate invoices, and automate payment reminders. With seamless integration into other ERP modules, this solution enhances visibility, improves financial accuracy, and optimises both sales and billing functions.

Optimize CRM, automate billing, and ensure financial accuracy with powerful features

Customer Data Management

Store and manage detailed customer profiles, including contact information, purchase history, preferences, and communications. This ensures that your sales team has a complete view of each customer, enabling personalised engagement.

Lead & Opportunity Tracking

Track sales leads and opportunities, ensuring that no prospects are missed. The system allows for the seamless conversion of leads into customers, helping businesses grow their customer base efficiently.

Customer Interaction History

Maintain a history of all customer interactions, including meetings, calls, emails, and notes, to ensure that your team is always up to date on customer needs and interactions.

Automated Billing Cycles

Set up automated billing cycles for recurring clients, ensuring that subscription-based or repeat customers are billed on time without manual intervention.

Automated Payment Reminders

Send automated payment reminders to customers for pending invoices. These reminders can be scheduled to send at specific intervals, helping reduce late payments and improve cash flow.

Invoice Generation & Customisation

Generate accurate invoices based on customer orders and sales, ensuring that pricing, discounts, and taxes are applied correctly. Customise invoice templates to align with your company branding.

Enhance engagement, streamline sales, and optimize billing with CRM features

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