Set up ERPNext CRM by defining your lead and deal stages, configuring fields and pipelines to match your sales process, importing existing contacts, connecting email, and adding automation for assignments and follow-ups. Done right, it replaces spreadsheets and scattered tools with one connected system.
What ERPNext CRM offers
A full sales pipeline, lead and contact management, and integration with the rest of your operations.
Why small businesses use it
It's open-source, connects sales to inventory and accounting, and avoids costly per-seat SaaS.
How to set it up
Define stages, configure pipelines and fields, import contacts, connect email, and automate assignment and follow-ups.
Getting started
Start with a clean pipeline matching your real process, then layer in automation and reporting.
When to call a professional
Configuration and data migration go faster and cleaner with help.
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Frequently asked questions
The software is open-source; costs are hosting and setup.
Yes, and it connects CRM to the rest of your business.
It's powerful and benefits from a guided setup.
Yes — clean data migration is part of the setup.