CRM
CRM that turns conversations into billable work
Every client starts as a conversation. MERP CRM records leads, contacts, companies and deals, then carries the same record into quotes, projects, invoices and the customer portal so nobody re-types a client again.
What you can do with CRM
Pipeline with stages you define
Drag deals across stages, set expected value and close date, and see a weighted forecast of upcoming work.
Clients and contacts
Companies, people, addresses, tax IDs, payment terms and preferred currency live on one client record.
Activity history
Calls, emails, notes, tasks and meetings are logged on the timeline next to quotes and invoices.
Lead capture
Website forms create leads automatically with their source, so you know which channel brings real clients.
Follow up reminders
Tasks with due dates and owners make sure no proposal sits unanswered.
One click to quote
Convert a won deal into a quote or a project without copying data between tools.
Works with the rest of your ERP
CRM questions
Can I import contacts from a spreadsheet or another CRM?
Yes. Upload a CSV of companies and contacts and map the columns during import. Duplicates are matched by email.
Is the CRM a separate subscription?
No. CRM is part of MERP and shares the same client records as quoting, invoicing and accounting.
Set up your ERP today
Create your workspace in minutes. The AI agent helps you with company details, accounts, taxes and your first invoice.