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ERP.AI CRM

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Modules

Lead managementCapture enquiries, explain their scores and give each qualified prospect a clear owner and next step. Accounts & relationshipsKeep the people, conversations and commitments behind each customer relationship connected and properly scoped. Pipeline & forecastsKeep opportunity progress, committed forecasts and actual outcomes connected to the evidence behind each deal. Products & quotesBuild an offer with the right products, a defensible price and clear technical and commercial approvals.
Contracts & renewalsPreserve agreed terms, verify customer acceptance and manage the next contract term without losing the continuing business. Orders & receivablesTurn accepted commitments into evidenced fulfillment, accurate invoices and reconciled customer balances. Campaigns & outreachPlan audiences, review outreach and connect evidenced campaign responses to qualified opportunities. Commissions & sales operationsApply approved quotas and earning rules, explain each commission and separate statement review from actual payout.

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Processes

Lead to dealMove the right customer opportunity from qualification to an accepted agreement with clear commercial ownership. Quote to contractResolve configuration and pricing, review the agreement and verify the complete customer acceptance. Order to cashAllocate accepted commitments, verify billing eligibility and reconcile invoices, customer cash and credits.
Campaign to opportunityRelease reviewed outreach, route genuine responses and preserve the link from campaign activity to qualified pipeline. Forecast and commission closeFreeze the period's sales judgment, calculate eligible earnings and release independently reviewed commission payouts. Contract renewalCarry the continuing agreement into its next term with explicit pricing, notice and customer acceptance.

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Industries

Field sales teamsGive account teams the context and commercial controls to develop larger deals. Inside sales teamsHelp teams respond to incoming interest and keep follow-up focused.
Subscription businessesConnect new business, recurring commitments and renewals with clear commercial history. Complex product salesKeep product configuration, negotiated terms and delivery aligned.

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Reference

Roles and permissionsGive each team the access and authority its work needs. Reports and analyticsUnderstand your pipeline, customer growth and sales performance. Data modelInspect the customer, commercial and operating records behind the specification.
IntegrationsConnect customer channels and business services with clear evidence and ownership. ImplementationPlan the move around your sales process, customer data and commercial policies. AI assistants and APIHelp sales teams prepare, follow up and investigate exceptions.

CRM

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All systems
Modules
Lead managementCapture enquiries, explain their scores and give each qualified prospect a clear owner and next step.Accounts & relationshipsKeep the people, conversations and commitments behind each customer relationship connected and properly scoped.Pipeline & forecastsKeep opportunity progress, committed forecasts and actual outcomes connected to the evidence behind each deal.Products & quotesBuild an offer with the right products, a defensible price and clear technical and commercial approvals.Contracts & renewalsPreserve agreed terms, verify customer acceptance and manage the next contract term without losing the continuing business.Orders & receivablesTurn accepted commitments into evidenced fulfillment, accurate invoices and reconciled customer balances.Campaigns & outreachPlan audiences, review outreach and connect evidenced campaign responses to qualified opportunities.Commissions & sales operationsApply approved quotas and earning rules, explain each commission and separate statement review from actual payout.
Processes
Lead to dealMove the right customer opportunity from qualification to an accepted agreement with clear commercial ownership.Quote to contractResolve configuration and pricing, review the agreement and verify the complete customer acceptance.Order to cashAllocate accepted commitments, verify billing eligibility and reconcile invoices, customer cash and credits.Campaign to opportunityRelease reviewed outreach, route genuine responses and preserve the link from campaign activity to qualified pipeline.Forecast and commission closeFreeze the period's sales judgment, calculate eligible earnings and release independently reviewed commission payouts.Contract renewalCarry the continuing agreement into its next term with explicit pricing, notice and customer acceptance.
Industries
Field sales teamsGive account teams the context and commercial controls to develop larger deals.Inside sales teamsHelp teams respond to incoming interest and keep follow-up focused.Subscription businessesConnect new business, recurring commitments and renewals with clear commercial history.Complex product salesKeep product configuration, negotiated terms and delivery aligned.
Reference
Roles and permissionsGive each team the access and authority its work needs.Reports and analyticsUnderstand your pipeline, customer growth and sales performance.Data modelInspect the customer, commercial and operating records behind the specification.IntegrationsConnect customer channels and business services with clear evidence and ownership.ImplementationPlan the move around your sales process, customer data and commercial policies.AI assistants and APIHelp sales teams prepare, follow up and investigate exceptions.
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Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

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Everything included

  • Lead management
    Lead NumberFirst NameLast NameEmail

    Lead management

    Capture enquiries, explain their scores and give each qualified prospect a clear owner and next step.

    Included
  • Pending ActivitiesOpen
    TypeSubjectRelated ToDue Date
    Meeting

    Accounts & relationships

    Keep the people, conversations and commitments behind each customer relationship connected and properly scoped.

    Included
  • Pipeline & forecasts
    Opportunity NumberNameAccountStage

    Pipeline & forecasts

    Keep opportunity progress, committed forecasts and actual outcomes connected to the evidence behind each deal.

    Included
  • Pending Quote ApprovalsPendingApproval
    Quote NumberOpportunityTotal AmountCurrency

    Products & quotes

    Build an offer with the right products, a defensible price and clear technical and commercial approvals.

    Included
  • Contracts Up for RenewalUpcoming
    Renewal NumberContractAccountOwner

    Contracts & renewals

    Preserve agreed terms, verify customer acceptance and manage the next contract term without losing the continuing business.

    Included
  • Outstanding InvoicesSent
    Invoice NumberAccountTotal AmountAmount Paid

    Orders & receivables

    Turn accepted commitments into evidenced fulfillment, accurate invoices and reconciled customer balances.

    Included
  • My Campaigns
    Campaign CodeNameTypeStatus
    Event

    Campaigns & outreach

    Plan audiences, review outreach and connect evidenced campaign responses to qualified opportunities.

    Included
  • My Commission Statements
    Statement NumberPeriodCurrencyTotal Accrued

    Commissions & sales operations

    Apply approved quotas and earning rules, explain each commission and separate statement review from actual payout.

    Included
Roles
  • Sales Rep
  • Sales Manager
  • Sales Ops
  • Marketing Manager
  • CPQ Admin
  • AR Clerk
  • Viewer
Processes
  • Lead to deal
  • Quote to contract
  • Order to cash
  • Campaign to opportunity
  • Forecast and commission close
  • Contract renewal
Reports
  • Pipeline Summary
  • Forecast Accuracy
  • Win/Loss Analysis
  • Campaign ROI
  • Lead Funnel
  • Commission Summary by Rep
  • Renewal Pipeline
  • Revenue by Product × Territory
  • Activity Leaderboard

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from the sales team’s expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Implementation and rollout

Fitting the system to a sales organization, migrating data and going live by process is priced separately. Your quote reflects: sites, integrations, data volume and support level. Talk to our team about your implementation plan.

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Pricing questions

All questions
How do renewals avoid duplicating existing business?

Each accepted term has a stable renewal identity and an explicit prior and successor agreement. Continuing recurring base stays separate from uplift and new charges. An auto-renew path follows already signed notice, cancellation and pricing terms plus the authorized renewal action; it does not invent fresh customer consent or an uplift.

Related question
Is there a per-user subscription?

There is no per-user fee. The base account and ordinary manual work in the official interface are free. Machine work, retention beyond included allowances and model usage follow the platform rate card; implementation is priced separately. The pricing page explains credit packs, rates and behavior at a zero balance.

Related question
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

ERP•AI workspace

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