The ERP Cloud CRM

The ERP Cloud CRM helps sales and customer-facing teams manage their CRM work from iPhone and iPad. It brings core customer, lead, opportunity, and account workflows into a mobile experience designed for field sales, account managers, and business teams who need fast access while away from the desk.

With The ERP Cloud CRM, authorized users can sign in securely and work with the CRM data assigned to their organization. The app provides a clear dashboard and dedicated modules for leads, opportunities, accounts, contacts, and notifications, helping teams stay aligned on customer activity and pipeline progress.

Key features:

1. View and manage leads, opportunities, accounts, and contacts
2. Create new leads, opportunities, accounts, and contacts from mobile
3. Open detail pages for customer and sales records
4. Track upcoming and past activities
5. Manage tasks, actionables, team members, and assignments
6. Add and review attachments related to CRM records
7. Work with opportunity details including sales, quotations, expenses, products, milestones, samples, and pricing information where enabled
8. Use search, filters, and organizer tools to find records quickly
9. Receive and review CRM notifications
10. Continue selected lead capture workflows with local offline storage support
11. Access tenant-specific labels, metadata, themes, and role-based permissions

The ERP Cloud CRM is intended for existing The ERP Cloud customers and requires an authorized account. Available features may vary based on your organization's configuration and user permissions.