RockifyERP Knowledge Base
CRM
20 step-by-step RockifyERP guides on crm. Choose a guide to get started.
Guides in this section
- CRM in RockifyERPThe CRM module in RockifyERP tracks leads, opportunities and conversations, and passes won deals straight to quotations and orders.
- Lead sourcesLead sources record where each lead came from in RockifyERP, such as Website, Walk-in, Referral, Facebook or Trade Fair.
- Opportunity typesOpportunity types classify deals in RockifyERP, for example Sales, Maintenance or Rental.
- CampaignsCampaigns in RockifyERP group marketing activity, such as a product launch or a trade fair, so you can measure the results.
- CRM settingsCRM Settings control how leads and opportunities behave in RockifyERP, such as automatic opportunity creation and duplicate checks.
- Create and follow up a leadA lead in RockifyERP is someone who might become a customer.
- OpportunitiesAn opportunity in RockifyERP is a specific deal: what the customer wants, the expected value and the probability of winning.
- AppointmentsAppointments in RockifyERP schedule meetings with leads and customers and keep them linked to the deal.
- Sales stagesSales stages describe the steps of your sales process in RockifyERP, such as Prospecting, Needs Analysis, Proposal and Negotiation.
- ContractsContracts in RockifyERP store agreements with customers, suppliers or employees, with terms, dates and signatures.
- Email campaignsEmail campaigns in RockifyERP send a planned series of emails to leads or contacts over time.
- Email groupsEmail groups in RockifyERP are mailing lists of contacts, leads or customers for newsletters and campaigns.
- NewslettersSend newsletters to your email groups directly from RockifyERP.
- Appointment booking settingsAppointment booking settings in RockifyERP control when customers can book appointments and who handles them.
- Social media settingsRockifyERP can post to connected social media accounts from campaigns, so marketing stays in one place.
- CRM reportsRockifyERP CRM reports show how leads become customers and where deals are lost.
- Sales pipelineThe sales pipeline in RockifyERP shows open opportunities by stage and value, so you can forecast sales.
- CRM analyticsThe sales funnel in RockifyERP shows how many leads become opportunities, quotations and orders.
- Lead, contact or customer?RockifyERP uses three related records.
- Capture leads automaticallyRockifyERP can create leads automatically from website forms or incoming emails, so no enquiry is missed.
Need more help with RockifyERP?
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