Integrate CRM with billing to streamline sales, enhance satisfaction, and optimize cash flow.
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.
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.
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.
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.
Set up automated billing cycles for recurring clients, ensuring that subscription-based or repeat customers are billed on time without manual intervention.
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.
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.
Maximise customer satisfaction and optimise sales operations with a streamlined CRM system.
Track leads from initial contact to conversion, allowing businesses to efficiently manage their sales pipeline and improve lead-to-customer conversion rates.
Leverage historical data and customer trends to create customised sales forecasts, helping businesses set realistic targets and allocate resources effectively.
Integrate CRM data across departments (sales, marketing, and customer support) to ensure that all teams are aligned and working with the most up-to-date customer information.
Simplify the billing process, automate payment reminders, and improve cash flow with efficient billing features.
Generate invoices automatically from sales orders, ensuring consistency and reducing manual entry errors. Track invoice statuses in real time to stay informed on pending payments.
Easily set up recurring billing for subscription-based services, ensuring that customers are billed automatically on a defined schedule without manual intervention.
Integrate with payment gateways to enable online payments, ensuring that customers can pay invoices directly from their portal, speeding up payment cycles and reducing administrative effort.