People at the account
Leads and Contacts
Several interested people can belong to the same company. Each Lead keeps its own status and owner.
ERPX CRM / Prospects & Contacts
Contact management software for people, prospects and accounts
ERPX CRM is contact management software for B2B sales. Every lead creates its Contact automatically, each email address belongs to exactly one record, and Prospects group the people and deals at one target company.
In the CRM journey
What is contact management in ERPX?
Contact management is keeping one accurate record for every person you sell to, with the company they belong to and every way to reach them. In ERPX, a Contact belongs to a Lead, Customer, Supplier or Prospect. A Prospect is a company-level container that groups that company’s leads and opportunities.
The company view
Contact and account management without merging people or deals
A Prospect is a target company. It groups existing Leads and Opportunities while each linked record keeps its own lifecycle and owner.
Prospect account
One company picture
Industry, territory, customer group, size, revenue and account owner sit beside the linked work.
Open → Contacted → Interested
Commercial potential
Independent deals
Several Opportunities can be attached, each retaining its own stage, value and expected closing.
Creating a Customer from the Prospect marks the account Converted. The Prospect never needs to become a Lead.
The account view
The company behind several conversations
A Prospect carries the account profile and connects the people and opportunities involved without changing their individual status.
- Company profile and owner
- Linked Leads and Opportunities
- Relationship activity in context
Prospects & ContactsProspect profile paired with its wider relationship context.
In detail
How Prospects & Contacts works
Contacts
One person, one record.
An email address can exist on only one record across leads, prospects and contacts. Saving a lead creates a linked Contact with its name, email and mobile marked as primary, and editing the lead keeps that Contact in step.
- Several emails, phones and WeChat IDs, one primary of each
- Designation and company for buyers, evaluators and approvers
- Contact status: Open, Replied, Converted or Closed
Prospects
Prospects as company accounts.
A Prospect is a target company with its industry, market segment, territory, customer group, number of employees and annual revenue. Attach the leads and opportunities at that company to read the account on one screen.
- Status: Open, Contacted, Interested, Converted or Closed
- Filter accounts by territory, owner and revenue range
- Linked leads and deals keep their own lifecycles
Customer groups & history
Customer groups and a full communication history.
Customer Groups classify who you sell to, such as Commercial, Government, Distributor or Export, in a tree with a default payment term and price list. Every email, call, note, SMS, meeting and attachment is logged against the Lead, Prospect or Customer.
- Set the customer group on a prospect before it converts
- Group defaults apply to the customer master
- Communication history filtered by type, user and date
Worked example
Example: one target company, several people and deals
A home-textile importer is not yet a customer, but two of its people are talking to your team about two different orders.
| Record | What it represents | In this example |
|---|---|---|
| Prospect | The target company | The importer, with its industry, territory, size and customer group |
| Leads and Contacts | The people | The buyer and the quality manager, each a lead with an automatic contact |
| Opportunities | Separate deals | A towel programme and a bedding sample order, each at its own stage |
| Communications | Recorded interactions | Calls, emails and meeting notes logged against the leads and the prospect |
| Sales Quotation | The commercial offer | Addressed to the Prospect in ERPX Sales before it becomes a customer |
The account view groups the work without merging the people or the deals into one record.
Connected work
Where this record connects
Each part of ERPX CRM keeps its own purpose while preserving the relationships needed by the rest of the journey.
Leads
Lead management software that gives every enquiry an owner, territory, source and follow-up date, and converts only Qualified leads into opportunities.
ExploreOpportunities
Sales pipeline software that tracks each deal’s amount, probability, close date and stage, then continues into Sales Quotations and Sales Orders.
ExploreCommunications
CRM activity tracking that logs emails, calls, notes, SMS, meetings and attachments on each lead, prospect and customer in one timeline.
ExploreBuyer questions
Questions about Prospects & Contacts
What is contact management software?
Contact management software stores the people you deal with, how to reach them and which company they belong to. In ERPX CRM, contacts are linked to a Lead, Customer, Supplier or Prospect, can hold several emails and phone numbers, and share one email-uniqueness rule with leads and prospects, so each person exists once.
Can one contact list cover customers and suppliers?
Yes. ERPX contacts can be linked to a Lead, Prospect, Customer or Supplier, and email addresses are unique across all of them. The same rules and the same records serve the sales team and the purchasing team, instead of a CRM contact list and a separate supplier address book.
Does ERPX create contacts automatically?
Yes. Saving a lead in ERPX creates a linked Contact with the lead’s name, company, email and mobile, marked as the primary email and phone. Editing the lead updates the contact, and deleting the lead deletes it. You add contacts by hand only for extra people, such as a second buyer or a finance approver.
How does ERPX prevent duplicate contacts?
ERPX treats email addresses as one namespace across leads, prospects, CRM contacts and customer and supplier contacts. If an address already exists, the save is rejected, which usually means the person is already in the system. Each contact can have only one primary email and one primary phone.
What is the difference between a lead, a contact and a prospect?
In ERPX, a lead is a person with a sales status and follow-up date. A contact is an address-book entry for a person, created automatically for every lead. A prospect is a target company that groups several leads and opportunities. A prospect never turns into a lead, and a lead does not need a prospect.
Can a Sales Quotation be addressed to a Prospect in ERPX?
Yes. ERPX Sales Quotations can be addressed to a Customer, Lead or Prospect, so you can quote a target company before it becomes a customer. Before the quotation’s Agreed lines can become a Sales Order, the prospect must be converted into a customer, which ERPX links back to the quotation.