Request a Quote

Modules

Industries

Home

ERPNext

Modules

CRM

open source

CRM Software

Scalable CRM Sales Management

CRM for sales, marketing, customer service

Customer lifecycle optimization & control growth

100% customizable ERP solution

Get Started

Why Choose ERPNext CRM?

Unlike standalone CRM tools, ERPNext seamlessly connects customer data with sales, support, and operations for end-to-end visibility.

Built-in integration

with accounting, projects, and helpdesk.

Zero data silos

All customer interactions (orders, tickets, invoices) in one profile.

Open-source flexibility

Customize fields, workflows, and dashboards without licensing fees.

Track Lead & Opportunity

Manage customer and business data securely in a unified place (dashboard).

Real-time data access to staff members who are interacting with clients.

Personalize experience and understand their desires by viewing past purchases, browsing, & transaction details.

Smart predict analysis and reporting for your smart business.

Omnichannel Opportunities

Omnichannel is the next stage of multichannel evolution.

Manage sales and customer interaction from all networks or multiple retail functions (POS, E-commerce, manufacturing, logistics, warehouse, CRM) under one roof.

Get real-time operational insights across channels via notifications or mail.

Automate Daily Routine

Create and automate follow-up emails for a new customer or vendor.

Send satisfying emails to unsubscribers to retain orders and customers.

Assign members to verify vendors supporting multi-vendor sites.

Respond to customer feedback or queries building trust and sales.

Send expense or sales invoices to users.

Sales Person Setup

Reduce administrative time with smart task management.

Monitor sales team target and performance with real-time data.

Capture leads via social media, content marketing, or campaigns for effective ROI.

Build long-lasting relationships with clients with better tracking and communication.

Sales Stage Setup

Complete visibility of your CRM pipeline from prospect to customer.

Our powerful sales pipeline management software help discover sales and maintain history (customer, payment, behavior, marketing, service) that boosts your selling effort.

Manage proposals and schedule demo or meetings about your product or services.

Segment and personalize your pitches to buyer or client budget.

Prepare Custom Quotations

Create attractive, custom comprehensive quotes with product references, images, and videos for customers enhancing sales volume.

Save hours automating mail templates and utilize more time in business

Generate custom printable invoices, bills, etc.

Email & Newsletter

Practice successful email marketing with our best CRM module.

Personalize content for email, newsletter, text notification, web pages, sign-up form, etc.

Segment contacts and send bulk emails to your customers.

Analyze reports for your campaigns, leads, revenue.

Supplier Scoreboard

Create Supplier data, currency, credit limit, default payable accounts

Supplier scorecard list period basis (weekly, monthly, yearly)

Scoring setup, supplier standing, criteria setup

Use of supplier scorecard variables & evaluable formulas

Track Lead & Opportunity

Omnichannel Opportunities

Automate Daily Routine

Sales Person Setup

Sales Stage Setup

Prepare Custom Quotations

Email & Newsletter

Supplier Scoreboard

Accounting Entries

Chart of Accounts

Journal & Payable Entry

Sales & Purchase Invoices

Multi-Currency Accounting

Subscription & Invoice Discounting

Bank & Payment Reconciliation

Accounting Entries

Engineered online accounting entry software with custom dashboard.

Emphasize your sales, expenses, performance with real-time indicators.

Monitor your entire operational accounting workflow in one spot.

Integrate your current system with our industry-leading ERPNext solution

Chart of Accounts

Chart of accounts is the pool of ledger accounts.

It is the foundation for company's record-keeping system

Generic account includes records of expense, equity, liability, revenue, assets.

The structural group contains sub-ledger and general ledger account.

Turn your financial report standards easier with Tridots Tech module.

Journal & Payable Entry

Designed to track and accomplish all payable transactions.

Save money by monitoring income, cash flow, overhead expenses.

User-defined invoice flagging for payment with manual override capability

Empowering accounts payable functions with our task-driven, accounting-centric solution.

Sales & Purchase Invoices

User-friendly invoice for your customers or vendors/suppliers.

Trigger payable bills as notification via email or SMS reminders.

In-depth detailing of product summary with discounts mentioned in sub-total.

Default or custom printable templates are configured for owners.

Multi-Currency Accounting

Manage global transactions with our multi-currency system.

Customize currency value in invoice templates easily.

Quick and secure implementation of budget scenario creation.

Real-time reporting of multi-company, multi-division cash flow.

Subscription & Invoice Discounting

Handle memberships/subscriptions with an auto-invoicing system.

Avoiding time wastage on preparing monthly reminder bills.

Retain the business growth with our auto-generating invoice system.

Bank & Payment Reconciliation

Create and maintain unlimited bank accounts for your customers and suppliers/vendors.

Sync your financial transactions with multiple banks or payment integrations.

Download bank statements anytime for current or term liabilities.

Centralized Control, Distributed Operations

Effortless General Ledger & Chart of Accounts

From payments and receipts to credit/debit notes, log all kinds of entries with just a few clicks.

Prebuilt templates

Start with GAAP/IFRS-compliant structures.

Multi-level accounts

Track departments, projects, or branches separately.

Auto-posting

Sync entries from sales, purchases, and payroll.

Automated, Error-Free Matching

Bank Reconciliation & Payments

Sync with 5,000+ global banks and reconcile in minutes

Bank API integration

Direct feeds from PayPal, Razorpay, Stripe, etc.

Smart suggestions

Auto-match invoices/payments to transactions.

Reconciliation reports

Audit trails with timestamps and user logs.

Handle 120+ Currencies with Ease

Multi-Currency & Global Compliance

Automate forex calculations, tax filings, and cross-border invoicing.

Real-time exchange rates

Auto-updated from ECB/Google Finance.

Tax Templates

ST, VAT, Sales Tax, and 1099 reporting.

Multi-company support

Consolidate financials across subsidiaries.

Insights at Your Fingertips

Advanced Financial Reporting

Generate 50+ prebuilt reports or create custom ones in seconds.

GAAP/IFRS statements

P&L, Balance Sheet, Cash Flow, Trial Balance.

Drag-and-drop builder

Customize dashboards with KPIs.

Drill-down analytics

Track expenses to individual transactions.

ERPNext CRM

Traditional CRMs

Capability

ERPNext

Traditional CRMs

Cost Structure

No per-user fees, unlimited contacts

Tiered pricing, pay for features

Customization

Modify fields, workflows, and UI freely

Limited to vendor templates

Data Ownership

Self-hosted, full data control

Cloud-only, vendor-managed

Scalability

Grow from startups to enterprises

Often requires platform upgrades

Integration

Native links to accounting, inventory, HR

Requires third-party connectors

Why Partner with Tridots Tech?

As a Frappe Silver Partner, we bridge the gap between ERPNext’s capabilities and your business needs:

Tailored Implementation

Configure workflows for your industry (retail, manufacturing, SaaS).

Post-Launch Support

Dedicated helpdesk, quarterly audits, and upgrade assistance.

Training Programs

Hands-on sessions for finance teams to master advanced features.

Get Started Today

Free Consultation ➔ Custom Demo

Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.

Book a Demo

Faq's

Common Questions & Answers

Here’s everything you need to know about Payble, from features to getting started.

How do you ensure business continuity during the modernization process?

We use an incremental approach, modernizing your system in phases while keeping the existing system operational. This minimizes disruption and allows your team to continue working throughout the process. We also conduct thorough testing at each phase to ensure compatibility and functionality.

How do you ensure business continuity during the modernization process?

Contact informmation

Help Desk

info@tridotstech.com

Live Chat

Live Chat Link

Give Us a Call

+91 99401 81721

Stay in the loop

Subscribe to our newsletter

Commitment to Excellence

Our Services

Our Products

ERPNext

Portfolio

Career

Blogs

Cookies Settings