CRM

Simple, flexible and scalable

AXELOR CRM

Discover a new experience in customer relationship management

The CRM integrated with Axelor ERP covers the entire lifecycle of customer relationship management. Attract more prospects, track your opportunities, centralize your data and manage your business relationship in one tool.

 

The simple and scalable CRM that covers the entire lifecycle of CRM.

Increase your sales and build customer loyalty

Manage your marketing campaigns

Plan all your marketing actions across multiple channels in a single app.

Optimize your prospection

Record all the information about your prospects in the CRM and keep track of each interaction. You can prioritize your leads according to their maturity to make your sales succeed faster.

Create events

From prospect and customer records, you can easily schedule your events, appointments, calls and tasks. They are automatically added to your calendar and you can directly invite your contacts from the CRM.

Follow your opportunities

From the initial contact to sales, create opportunities and follow their evolution step by step. Once won, you can transform an opportunity directly into a quotation, in one click.

Centralize your data

Find all your customer data in a single application and strengthen your customer engagement through a better knowledge of their needs.

Manage your marketing campaigns

Define your target by applying several criteria on your database of customers, prospects and leads, generate personalized emailings and send them directly from the CRM.
Track the effects of your campaigns with integrated trackers.
Manage the business objectives of your teams through precise and varied dashboards generated automatically by the CRM.

CRM with unmatched flexibility

With Axelor BPM, scale your CRM to your business needs without any code. Customize your views, add fields, and create your processes graphically without custom developments.

Access your CRM when you are away

Thanks to the dedicated application, your data are accessible on smartphone and tablet.