Modules
Industries
Open Source ERP
Transform Your Service Workflow with ERPNext
Maintain and operate business system for peak performance
Get Started
Why Choose ERPNext for Service Industry?
From first contact to final delivery—ERPNext empowers service teams with the visibility, automation, and agility needed to exceed customer expectations and scale efficiently.
Customer-Centric
Track, manage, and retain your customers with seamless communication and a 360° view.
Billing Simplified
Generate recurring invoices, manage subscriptions, and set up custom billing plans with ease.
Effortless Project Tracking
Manage client projects, track time, and monitor progress through Gantt, Kanban, or Calendar views.
Service & Support Excellence
Log support tickets, warranty claims, and service visits—ensuring full accountability and timely service delivery.
Complete Integration
Connect departments—from sales and accounting to HR and inventory—for a unified workflow.
Fully Customizable & Open Source
Tailor every module to suit your exact business needs.
Know More, Serve Better
Manage Your Customers
Centralize client data and interactions to build strong, lasting relationships.
360° Customer View
See all communication, transactions, and feedback in one place
Document Storage
Attach contracts, forms, and notes per customer
Activity Timeline
Track calls, emails, and tasks with complete visibility
Know More, Serve Better
Manage Your Customers
Centralize client data and interactions to build strong, lasting relationships.
360° Customer View
See all communication, transactions, and feedback in one place
Document Storage
Attach contracts, forms, and notes per customer
Activity Timeline
Track calls, emails, and tasks with complete visibility
Engage the Right People, at the Right Time
Manage Marketing Campaigns
Drive conversions with smart segmentation and campaign tracking.
Campaign Builder
Create and launch multi-stage email campaigns
Lead Segmentation
Filter contacts based on location, behavior, or service type
Analytics Dashboard
Monitor open rates, CTRs, and ROI in real time
Engage the Right People, at the Right Time
Manage Marketing Campaigns
Drive conversions with smart segmentation and campaign tracking.
Campaign Builder
Create and launch multi-stage email campaigns
Lead Segmentation
Filter contacts based on location, behavior, or service type
Analytics Dashboard
Monitor open rates, CTRs, and ROI in real time
Deliver Recurring Value
Subscription Plan Management
Manage service renewals, billing cycles, and revenue tracking effortlessly.
Flexible Plans
Customize billing intervals and pricing models
Auto-Renew & Alerts
Automate renewals and notify clients proactively
Revenue Forecasting
Predict cash flow from active subscriptions
Deliver Recurring Value
Subscription Plan Management
Manage service renewals, billing cycles, and revenue tracking effortlessly.
Flexible Plans
Customize billing intervals and pricing models
Auto-Renew & Alerts
Automate renewals and notify clients proactively
Revenue Forecasting
Predict cash flow from active subscriptions
ERPNext CRM
vs
Traditional CRMs
Capability
ERPNext
Traditional CRMs
Integration
Native links to accounting, inventory, HR
Requires third-party connectors
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
Why Partner with Tridots Tech?
As a Frappe Silver Partner, we enhance ERPNext CRM for your unique needs:
Industry Workflows
Tailor CRM for manufacturing, SaaS, or retail.
Migration Support
Move data from legacy tools (Zoho, HubSpot) without loss
Training
Coach teams on advanced automation and analytics.
Get Started Today
Free CRM Audit ➔ Custom Configuration
Let Tridots Tech transform your customer relationships with ERPNext’s unified, open-source CRM.
Commitment to Excellence
Our Services
Our Products
ERPNext
Portfolio
Career
Blogs
Contact Us
© 2025 Tridots Tech. All rights reserved.
Privacy Policy
Terms of Service
Cookies Settings