Integrated CRM
Kanban pipeline, leads, contacts, products, quotes, invoices and gamification
ERA's CRM goes beyond the basics: visual Kanban pipeline with drag-and-drop, duplicate lead detector, product and inventory management, quotes and invoices, multichannel broadcast, sales/conversion/activity reports and even gamification for teams. All integrated with chat and voice.
Features
Everything you need to transform your operation
Kanban pipeline
View and drag leads between funnel stages. Automatic duplicate detector and stagnation alerts.
Product and inventory management
Register products, manage inventory, create quotes and invoices directly from the CRM.
Complete reports
7 types of reports: sales, pipeline, conversion, activity, products, forecast and by owner.
Broadcast and campaigns
Send segmented multichannel campaigns (WhatsApp, SMS, Email) directly from the CRM with templates.
Forecast and prediction
Revenue forecast dashboard based on history, seasonality and pipeline velocity.
Gamification
Salesperson rankings, team goals, badges and performance indicators to motivate the team.
Ready to learn more?
Talk to a specialist and discover how ERA can transform your operation.
Talk to a Specialist