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- CRM
- Get started
Get CRM running in four steps.
Explore CRM and plan the first release around your sales team.
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 CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open 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 CRM for your business. Set up your workflows, import your data and invite your team.
Review the lead, pipeline and customer workflows, then look at the quoting, renewal and sales operations capabilities your team needs.
The feature pages, from lead management to orders and receivables, cover the full scope.
Plan your rollout
Tell us about your teams, territories, entities and current sales tools. Include your product and contract model, commission plans and the finance, email or signature services that must connect. We can then agree the first release scope, migration plan and acceptance checks.
Write to support@erp.ai.
Use the implementation plan to prepare a brief for your team or client, and the roles guide to agree who approves what. These steps prepare the project; they do not create a CRM workspace.
Choose an assistant's first task
Start with a useful preparation task, such as summarizing account activity, drafting follow-ups or explaining a forecast change. During setup, verify the deployed actions and assign a restricted identity. Keep required human decisions in place and review machine usage against the pricing rules.
Set up CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.