Modules › CRM
People
CRM
Customers, leads, opportunities, tasks, campaigns and support, with pipeline analytics and AI insights.
CRM in RBTERP, with a sample company and fictional data. Click the image to open it full size.
What it does
Every customer conversation in one place
- Customers, leads and lead conversion
- Sales pipeline and opportunity value
- Tasks, interactions and marketing campaigns
- Customer support tickets
- Analytics, AI insights and a drag-and-drop report builder
Works together with
Every module shares one database and one ledger.
See RBTERP working with your own business
Pick a plan and request it, or tell us about your company and we will help you choose.