CRM Module

Keep track of your business contacts

ZipERP helps you to keep track of all your business contacts at a single place. You can keep track of contacts of your prospective customers, existing customers, vendors, trading partners, agents and transporters.


You can Keep track of your campaigns like advertisements, online campaigns, seminars, exhibitions etc. Track leads generated, converted from campaigns. Get easy access to the leads generated by campaigns on easy to use Campaigns Dashboard.

Capture incoming leads

ZipERP helps you to capture all your incoming leads from prospective or existing customers along with their contact details, required products or services, value of the lead etc. You can assign lead to your sales executive along with the follow up details.

Follow-ups, Activities & Notes

ZipERP makes it easy to enter and track follow-ups or activities required on the leads. Get timely email reminders of your follow-ups. Track today’s follow-ups, upcoming follow-ups and overdue follow-ups from CRM Dashboard. You can keep record of completed follow-ups along with easy entry of next follow-up from the single screen. You can enter lead related notes for your internal users.

Sales Executives hierarchy and leads view permissions

You can setup Sales Executives hierarchy in ZipERP, so sales executives and their managers can only see the leads related to their team.

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