CRM software built into your ERP

CRM (customer relationship management) software records the people and companies you sell to, the enquiries and deals in progress, and every conversation with them. ERPX CRM does this inside the ERPX ERP, covering leads, contacts, prospects, opportunities, communication logs, email campaigns, web forms and pipeline reports.

ERPX CRM is CRM software built into ERPX, the cloud ERP by Texinnova. It covers leads, contacts, prospects, opportunities, communication logs, bulk email campaigns, web forms and pipeline reports. Won business continues into ERPX Sales quotations and Sales Orders, then to delivery, invoicing, Letters of Credit and Work Orders, all on the same customer record.

A standalone CRM usually stops at the won deal, and the order is re-entered in a separate ERP. In ERPX, CRM and ERP share one customer and item master. A lead can receive a Sales Quotation, its Agreed lines become a Sales Order, and the order raises the Delivery Note, invoice, Letter of Credit or Work Order without re-keying.

Look for one customer record shared with quoting, ordering and invoicing, so sales and operations never keep separate lists. Check that quotations can be negotiated line by line and turned into orders without re-keying, that each deal can carry its own currency, and that you can trace revenue back to the enquiry it came from. ERPX CRM is built around those four points.

No. In ERPX, an email address can exist on only one record across leads, prospects and contacts. Converting a lead to a customer is an explicit step, and converting the same lead again returns the existing customer instead of creating a second one. The lead’s contacts carry over to the customer.

A Sales Quotation in ERPX Sales can be addressed to a Lead, Prospect or Customer. Each line is negotiated separately as our offer, customer offer, agreed or lost. Once the customer is linked, only Agreed lines convert to a Sales Order, partial orders are allowed, and the agreed price is locked on the order.

Yes. ERPX CRM is designed for small and mid-sized B2B businesses, including manufacturers, exporters, traders and distributors. It suits teams that want CRM and ERP in one system rather than two. Opportunities carry their own currency, so domestic deals in your company currency and export deals in USD or EUR sit in the same pipeline.

Yes. Because the CRM and the ERP share one item master, a Sales Quotation has a View Stock action that shows current stock for the quoted items. Sales can confirm what is available before agreeing a quantity or date, instead of asking the warehouse or checking another system.

Yes. Every record on the main CRM path is linked to the one before it: lead, opportunity, quotation, Sales Order, delivery and invoice. The CRM Transaction Chain follows a lead to its customer and quotations, and the Sales Transaction Chain continues to orders, deliveries, invoices and accounting entries, so you can see which enquiry produced a piece of revenue without matching records across two systems.

No. ERPX CRM does not score leads automatically. Lead Score (0–100) and Lead Rating (0–5) are fields your team sets. Campaigns send bulk email and track delivery, but there are no drip sequences, A/B tests or revenue attribution. Calls, SMS and meetings are logged as records; ERPX does not place calls or send SMS.