These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- B2B CRM
- Get started
Get B2B CRM running in four steps.
Plan B2B CRM for your sales team: agree the process, configure the application and rehearse before launch.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up B2B CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open B2B CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with Proto
Click Get started, then use Proto to configure B2B CRM for your business. Set up your workflows, import your data and invite your team.
Use the account model, sales stages, approvals and forecast pages to identify the team’s requirements before configuring the application. The rollout rehearsal should follow a lead through acceptance, a quote through negotiation approval and a booking through Deal Desk validation, then compare the submitted forecast with those records.
Talk about a rollout
If you are moving a sales organisation onto it, tell us about the team: how many reps and managers, the stage set you use today, the CRM you are leaving and the systems it has to connect to. Tell us which team should go first. We will come back with a phased plan and a scope.
Write to support@erp.ai.
Bring your agent
Include the agent’s work in the rollout scope. After configuration, give it a separate identity and rehearse its reads, drafts and approval handoffs. Account Executive accepts the qualified lead, Sales Manager approves negotiation, and Deal Desk validates the booking.
Set up B2B CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.