ERPX CRM / Communications
ERPX CRM activity tracking keeps one timeline of emails, calls, notes, SMS, meetings and attachments on each Lead, Prospect and Customer, so the next person on the account starts from the record, not from memory.
In the CRM journey
ERPX records six interaction types: Email, Note, Call (with duration and direction), SMS, Meeting (with agenda and participants) and Attachment. Calls, SMS and meetings are logged records; ERPX does not place calls or send SMS. Email can be sent from a lead’s Emails tab, which shows its delivery status.
Relationship memory
Emails, calls, notes, SMS, meetings and attachment events stay connected to the Lead, Prospect or Customer they concern.
Time, performer and inbound or outbound direction turn activity into context a new owner can trust at the next handoff.
Inbound and outbound messages
Direction, duration and outcome
Context worth retaining
Agenda, people and time
File events logged automatically
One relationship trail
The conversation trail
A party-level trail places recorded interactions beside the Lead, Prospect or Customer whose relationship the team is working.
In detail
Activity timeline
Each entry records when it happened, who did it and whether it was inbound or outbound. The timeline is ordered newest first and can be filtered by record type, interaction type, user, direction and date.
Interaction types
Choose the type that matches the work. Calls take a call type, duration and status; meetings take an agenda, participants, date and time; SMS takes a phone number; emails take recipients from the record’s contacts.
CRM email tracking
The lead’s Emails tab sends email from ERPX with a pre-filled subject and greeting, and keeps every send with its delivery status. In ERPX Sales, each quotation has its own Email Logs tab for the quotations you send.
Worked example
A sales executive takes over an account. Before the next follow-up, they read the communication history in order.
| Type | Direction | What the new owner learns |
|---|---|---|
| Inbound | The buyer asked for the latest price list | |
| Call | Outbound | Volumes and delivery month were discussed |
| Meeting | Inbound | The buyer visited the factory with two colleagues |
| Attachment | Logged automatically | The product specification sheet that was shared |
| Note | Internal | Payment terms still need approval |
Each entry keeps its performer and time, so the handover starts from the record rather than from memory.
Connected work
Each part of ERPX CRM keeps its own purpose while preserving the relationships needed by the rest of the journey.
Lead management software that gives every enquiry an owner, territory, source and follow-up date, and converts only Qualified leads into opportunities.
ExploreContact management with one record per person, contacts created from leads automatically, and prospects that group the people and deals at one company.
ExploreBulk email campaigns to leads, customers and email groups, with Sent, Failed, Bounced, Unsubscribed and Opened status for every recipient.
ExploreBuyer questions
CRM activity tracking is recording every interaction with a lead or customer in one place. ERPX CRM logs emails, notes, calls, SMS, meetings and attachments against Leads, Prospects and Customers, with the date, the user and the direction of each, so anyone taking over the account can read what happened in order.
Yes. Communication trails attach to leads, prospects and customers in ERPX, and attachments added to those records log themselves. Because the customer record is the same one used by Sales and Financials, the history of calls, emails and meetings stays next to the quotations, orders and invoices for that customer.
No. ERPX logs calls and SMS as records of what happened, including call duration and direction, but it does not place calls or send text messages. Meetings are also logged records with an agenda and participants, not calendar invitations. Email is different: ERPX can send email from a lead and show its delivery status.
Yes. The Emails tab on an ERPX lead sends email directly, with the subject and greeting pre-filled from the lead’s details. Every send is logged with its delivery status, so the tab doubles as the lead’s outbound email history. For sending one message to many leads, ERPX uses Campaigns.
ERPX keeps communication timelines on three kinds of record: Leads, Prospects and Customers. Each record has its own Communications tab, and CRM → Communication shows every timeline across the organisation, filterable by record type, communication type, user, direction and date range.
Yes. Attaching a file to an ERPX lead, prospect or customer adds an Attachment entry to that record’s communication timeline automatically, using the file name as the subject. Removing the file removes the entry, so the timeline always matches the documents actually on the record.
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