The system
How do I get started?
Click Start now to create your ERP.AI account, then download Proto. Use the CRM for Sales Pipeline skill to configure your sales stages, territories, products and team, and import your accounts and open opportunities.
Can we use our own sales pipeline stages?
Yes. Define the stages that reflect your sales process, including which outcomes mean won or lost. Your team can track each stage change, owner and next activity while retaining the history needed for pipeline reviews.
How does lead qualification work?
Reps capture lead context and qualification evidence, then submit it for an independent sales manager decision. Lead scores help prioritize follow-up. They do not replace the qualification decision or automatically authorize customer outreach.
Can several contacts be linked to one deal?
Yes. Connect the people involved in the buying decision to an accessible account and opportunity, with a primary contact. Keep contact roles and relevant activity together so the next conversation starts with the right context.
How are sales forecasts calculated?
Review open pipeline, rep commitments and quotas in the same currency and reporting period. Forecast submissions retain their original snapshot. Closed deals contribute to the appropriate period, while reopening a deal adjusts its previous contribution without deleting its history.
Can we connect email to the CRM?
Connect an authorized mailbox and choose the permitted scope. Relevant messages can be linked to accessible contacts and activities. Unmatched private messages remain private, and importing an address does not establish permission for marketing contact.
Does closing a deal create an invoice?
Closing a deal records the sales outcome. Billing, fulfillment, tax calculation and accounting can be connected through separately configured applications. The handoff should retain the source deal and confirmed downstream reference.
Processes and approvals
Can we approve quotes before sending them to customers?
Prepare a versioned quote from the opportunity’s products, quantities, prices and terms. An independent sales manager approves the submitted version. Changes to prices or terms need a new review, and a won deal retains evidence of the customer’s acceptance.
Can the CRM track renewals?
Yes. Create a renewal opportunity linked to the original agreement and renewal date. The renewal has its own amount, owner, activities and quote approval, so it can be forecast without counting the original closed deal again.
Pricing and implementation
Can we import our existing accounts and opportunities?
Yes. Bring stable account and contact identifiers, current owners, territories, stages and open deal values. Reconcile duplicate records and currencies before importing. Use the pricing page to review ERP.AI platform rates for your planned usage.