WP ERP

The Deals feature in WP ERP CRM helps businesses track every stage of their sales pipeline with clarity. It allows users to monitor deal progress, set specific activities, and follow up efficiently, ensuring no opportunity is missed. The dashboard gives a clear overview of recently won deals and active engagements, making sales management more organized and performance-driven.

The document manager extension is a smart file storage and sharing tool built into WP ERP. It lets teams upload, store, and organize important business documents in one central location. With secure access and sharing permissions, managers can easily collaborate, retrieve files, and ensure critical documents are always available when needed.

WP ERP’s custom field builder allows you to personalize contact and company forms by adding custom input fields. This gives businesses more flexibility to collect and manage specific information relevant to their operations. It’s a user-friendly, drag-and-drop tool that helps tailor the CRM to fit unique workflows and data needs without requiring code.

WP ERP CRM offers built-in reporting tools that simplify business analysis. With the core version, users get access to three essential report types: activity report, customer report, and growth report. These ready-made reports offer clear insights into team performance, customer engagement, and overall business growth, enabling teams to make data-driven decisions quickly and efficiently.

WP ERP CRM connects seamlessly with popular support tools like Zendesk, Help Scout, and Awesome Support. It automatically syncs tickets and customer details, creating or updating CRM contacts. This integration helps streamline support workflows, improve response times, and ensure a more personalized and consistent customer service experience.