The ERP Cloud CRM helps sales and business teams manage customer relationships, opportunities, and daily CRM work from mobile.
Use the app to view and manage leads, accounts, contacts, and opportunities, track activities and tasks, update sales stages, add notes and attachments, and collaborate with assigned team members.
Key features:
- Manage leads, accounts, contacts, and opportunities
- Track activities, tasks, notes, files, and follow-ups
- Update CRM statuses and sales stages
- View customer and opportunity details in one place
- Work with role-based access and tenant-specific configurations
- Support field teams with mobile-ready CRM workflows
The ERP Cloud CRM is designed for teams using The ERP Cloud platform to stay connected, organized, and productive while working on the go.