Scattered customer data
The number is in one rep’s phone, the last quote in another rep’s email.
CRM software in Saudi Arabia
ERPNext CRM for Saudi companies
Use ERPNext CRM to track every lead, conversation and follow-up, from first contact to quotation.
Manage sales opportunities stage by stage
An open source CRM that works in Arabic and fits the way you sell. Every follow-up has an owner and a date.
Follow-ups with owners and dates Opportunities by stage Quotations from opportunities Pipeline reports
Sales follow-up for companies in Saudi Arabia
Track leads on the ERPNext opportunity screen
A salesperson resigns, and their WhatsApp threads and tracking sheet leave too. In ERPNext, each inquiry starts as a Lead and becomes an Opportunity with a stage, an owner, notes and a next step. The history stays with the company when the rep moves on.
- Keep lead source, contacts and notes on the record
- Track every opportunity from first contact to quotation
- Assign a sales owner and next step to every customer
- Create the quotation and sales order from the opportunity
- Report on open opportunities by stage and owner
ERPNext: opportunity pipeline
Sales cycle
CRM Pipeline From lead to quotation
1
Lead First contact and lead source
New 2
Opportunity Real interest and an assigned owner
In follow-up 3
Quotation Quote sent, awaiting decision
Sent Open opportunities in follow-up 18 opportunities Each with an owner and a next step
LEAD-0231 Trading company New
OPP-0198 Food factory In follow-up
QTN-0157 Contracting firm Sent
Customer records with history
Lead follow-up
Opportunities by stage
Opportunity to quotation
An ERP with CRM built in, for Saudi companies
ERPNext CRM keeps customers, follow-ups and opportunities in the same database as your quotations and invoices.
Pain points
Where does your CRM process break down?
Most of these start the same way: customer history kept in people’s phones instead of shared records.
Weak lead follow-up
An inquiry from the website has no owner, so the callback waits until the customer buys elsewhere.
Deals with no status
Ask where a deal stands and each rep tells you something different.
Late replies and follow-ups
Promised callbacks are kept in personal notebooks. One slips, and the customer stops waiting.
Core feature
Open source ERP and CRM in one system
Because CRM is part of ERPNext, a rep looking at a customer also sees the quotations, orders and invoices behind the relationship.
- Customer record
Contacts, addresses, quotations and past emails on the Customer page, so any rep can pick up the account.
- Lead tracking
Record each Lead with its source and status, then convert it to an Opportunity.
- Opportunity management
Each Opportunity carries a sales stage, owner, amount and expected closing date.
- Follow-up reminders
Assign a record with a due date. It stays on the salesperson’s To Do list until done.
- Opportunity to quotation
Create a Quotation, then a Sales Order, from the Opportunity. Customer and items carry over.
- Customer segmentation
Group customers by Customer Group, Territory and industry, group leads by source, and filter follow-up lists by any of them.
- CRM reports
Sales Pipeline Analytics shows open opportunities by stage and owner. The Sales Funnel shows how many leads turn into orders.
- Sales team permissions
Roles and user permissions decide who sees which customers and who can edit an opportunity.
ERPNext
Operations dashboard Live view
Customer record 92% ▲ +18%
Lead tracking 48 ▲ +12%
Opportunity management 3.5x ▲ +9%
Follow-up reminders 24/7 ▲ +7%
Performance indicator
JanFebMarAprMayJun
Key items
1 Customer record 92%
2 Lead tracking 48
3 Opportunity management 3.5x
4 Follow-up reminders 24/7
Status breakdown
- Customer record
- Lead tracking
- Opportunity management
- Follow-up reminders
Implementation partner
Why choose IBAN to implement CRM?
CRM comes with ERPNext. Getting reps to use it depends on agreeing on the stages, who owns a new lead and when a follow-up counts as late, then setting ERPNext up around those answers.
Talk to an ERPNext expertYour sales process first
Your path from first inquiry to signed quotation, drawn out before anything is set up.
Stages that match your sales
Sales stages, lead sources, customer groups and territories carry the names your team already uses.
Connected to quotations and orders
Opportunities turn into quotations and sales orders, so CRM and sales work from the same records.
Support after launch
When you add a territory or change a stage, the IBAN team adjusts the setup with you.
Your implementation plan with IBAN
How we get started
We begin with a conversation with your sales team and finish when they plan their day from ERPNext.
Needs analysis
We find where leads get lost and replies slow down today.
Sales process design
We agree on sales stages, lead sources, and who can see and edit which records.
Setup and linking
We switch on CRM and connect it to quotations and sales orders.
Training and go-live
Your reps learn to work leads, opportunities and their daily To Do list.
FAQ
ERPNext CRM: frequently asked questions
Is ERPNext CRM a good fit for companies in Saudi Arabia?
Yes, if you want leads and follow-ups next to your quotations, sales orders and invoices. We size the setup to your sales team.
Can I track leads in ERPNext?
Yes. A Lead holds the source, status, owner and notes. Once the interest is real, convert it into an Opportunity.
Does ERPNext have an opportunity screen?
Yes. The Opportunity form records the status, amount, sales stage and owner, and you can assign the next step as a To Do.
Can CRM be linked to quotations and sales?
Yes. You create a Quotation from an Opportunity and a Sales Order from the Quotation, without re-entering the customer or items.
Can follow-up stages be customized for my business?
Yes. You define your own sales stages, lead sources and permissions, whether you sell services, trade goods or run a field team.
Contact us
Tell us about your project.
Pick the service you need, leave your details, and we will get back to you shortly.
Keep every lead moving in ERPNext
We shape the stages and follow-up rules with your sales team, so every customer record shows its opportunities, open follow-ups and next step.
The complete ERPNext platform
Explore other ERPNext modules
The opportunity becomes a quotation, a sales order, a delivery and an invoice, handled in the modules below.