CRM
CRM
Close more deals with CRM that knows your stock and margins. Create quotes, convert to orders, and sync fulfilment & invoices—connected to inventory, WMS, and accounting.
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Built for Sales Teams that need more than just deals
Work the pipeline, send quotes, and convert to orders with live stock, pricing, and margins fully synced with fulfilment and finance. With Enterpryze, CRM runs on the same cloud platform as inventory, WMS, purchasing, and accounting - one login, one source of truth.
See stages, values, and weighted forecasts leadership can trust.
Visual Pipeline & Forecasts
Build quotes from live price lists and stock; convert to orders and trigger fulfilment automatically.
Quotes to Orders in One Click
Activities, emails, quotes, orders, shipments, invoices, and balances in one view.
360° Customer Timeline
Check availability, substitutes, lead times, and promise dates (ATP) while you quote - no surprises.
Inventory-Aware Selling
"Enterpryze just works - there is a great team behind this product and the platform offers a dynamic product for what the do, always improving and adding new features and thinking of the future, i have been using the product in my own company for 4 years now and have used it in my previous role also for 5 years. From sales Invoices, purchases , CRM and managing customers, stock management , its a really good product and i am very happy with it and have recommended to others also."
Pierce
Galway Maritime
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Renewals & Subscriptions
Get automated reminders and generate renewal quotes with the latest pricing.
Contract & Tiered Pricing
Apply approved price lists, customer-specific contracts, and volume breaks right inside the quote.
Territory & Lead Assignment
Distribute leads by region, product line, or deal size with round-robin and SLA timers
Credit Control & AR in CRM
See customer credit limits, outstanding balances, and ageing while you sell.
See every deal by stage with weighted forecasts your leaders can trust.
Pipeline & Forecasts
Prioritise the right prospects with score rules for source, fit, and engagement; promote to MQL/SQL automatically.
Lead Scoring & Qualification
Dashboards for conversion rates, cycle time, and reasons won/lost - by rep, product, and region - to coach what works.
Sales Analytics &
Win–Loss
FAQs on CRM
CRM manages contacts, activities, deals, and forecasts so sales teams can sell consistently. With Enterpryze, CRM is connected to inventory, orders, WMS, and accounting so promises are realistic and profitable.
Pipelines track stages; a CRM ties those stages to people, tasks, quotes, and reporting. Enterpryze goes further by converting quotes to orders and triggering fulfilment and invoicing.
Most CRMs can’t - but Enterpryze shows availability/ATP, substitutions, and lead times at quote time, preventing back-orders and margin surprises.
Weighted pipeline, rep/team rollups, and close-date forecasts are standard. Enterpryze adds dashboards by product, region, and channel with commit/best-case views.
Standalone CRMs don’t see AR. Enterpryze shows credit limits, balances, and ageing on the customer record and can block/override orders by policy.
Many teams track renewals and jobs alongside sales. Enterpryze manages renewal reminders, subscriptions/MRR, and hands off won deals to projects or service.
You should be able to import contacts, companies, products, and deals via templates. Enterpryze provides guided imports and grows with modules you add later.
Yes, Enterpryze was built thinking of businesses with global teams. Our quotes and reports can be produced in local currencies/languages while leadership sees consolidated numbers.
You should be able to model your process - not the other way around. Enterpryze lets you add custom fields, tweak pipelines/stages, and tailor views by role.
It depends on data complexity and automations. Enterpryze typically imports core data fast and then layers workflows, quoting, and integrations in phases.