Enhancing Customer Relationship Management with GetOdooAi ERP
Customers are the lifeline of any business. GetOdooAi ERP’s CRM module empowers organizations to capture leads, manage sales pipelines, track customer interactions, and automate marketing campaigns — ensuring stronger customer loyalty and higher revenue.
A CRM inside ERP creates a full customer journey: lead → deal → invoice → delivery → support. This eliminates data silos and improves conversion and retention.
CRM capabilities
- Lead capture and assignment
- Sales pipeline stages with forecasting
- Customer 360° interaction history
- Segmentation and automated campaigns
- Reporting for conversion and revenue
“Customer loyalty is built — not bought.”
Why CRM fails in many businesses
Many CRMs become a reporting tool instead of a selling tool. The reason: teams do not trust the data, and the CRM is not connected to operations. When CRM sits inside ERP, it becomes operational.
- Leads are not followed up on time
- Quotes are not linked to stock/availability
- Sales handover to delivery is messy
- Support team lacks context of what was promised
- Marketing has no visibility into real revenue impact
How we set up CRM for predictable sales
1) Lead sources and routing
We track lead sources (website, WhatsApp, referrals, ads) and create rules to assign leads to the right person. Response speed improves dramatically.
2) Pipeline stages and KPIs
Stages are designed around your actual process (qualification → proposal → negotiation → won/lost). This makes forecasting realistic.
3) Automation that feels natural
We add reminders, follow-up tasks, and email templates without making the workflow heavy. The goal is to help sales reps, not slow them down.
KPIs to monitor in CRM
- Lead response time
- Conversion rate by stage
- Average deal cycle length
- Win rate by source
- Revenue per campaign
“The best CRM is the one your team actually uses daily.”