It is undeniable that by using the ERPNext-powered CRM tool, you can automate tasks, connect with prospects, get leads, drive sales and grow business double-folded. You may ask what is lead management and how CRM applies to it.

A lead is a potential client or customer, such as a person or company. Advertising, direct marketing, networking, outbound calls, website inquiries, email marketing, social media marketing, and other techniques are used by businesses to create leads. When a sales executive qualifies and adds the lead information to a company's sales funnel, the sales process starts. The sales team then gets in touch with the lead by email, phone, personal visit, etc. to learn about his needs, informs the lead about his product or service, and ultimately convinces the lead to purchase the good or service. Depending on a number of variables, including the lead's decision-making process, the urgency and necessity of the purchase, etc., the lead-to-customer conversion process may occur quickly or may take days, weeks, or even months.

Your sales staff may track leads and opportunities from their desktop or mobile device with the aid of a CRM that is completely integrated with your ERPNext, which will facilitate communication between your sales team and simplify your pipeline management system. Improved customer connections will result from your improved ability to manage customer communication and experience.