ERPNext Sales & CRM Module
What the ERPNext sales module gives you
Leads & opportunities
Capture enquiries from web forms or email and track every conversation to a decision.
Quotations that convert
Version-controlled quotes with price lists, taxes and margins — one click from quote to order.
Sales orders & delivery
Orders reserve stock, schedule deliveries and post invoices without re-keying.
Pricing rules & discounts
Customer-, quantity- and campaign-based pricing applied consistently, not from memory.
Targets & territories
Salesperson targets, territory trees and commission tracking out of the box.
Pipeline analytics
Funnel, conversion and sales-cycle reports on live data — no Friday spreadsheet.
How ERPNext sales works in practice
A lead becomes an opportunity, an opportunity a quotation, a quotation an order — and the moment it does, stock is reserved, production sees demand and finance sees the receivable. Because the whole journey lives on one system, handoffs stop leaking information: the warehouse packs exactly what was sold, and the invoice always matches the quote the customer approved.
Built for teams that outgrow standalone CRMs
Standalone CRMs stop at the deal; ERPNext sales carries it through fulfilment and payment. Compare approaches in ERPNext vs Zoho, see the wider platform, or explore our implementation service. Deep dives live in the official ERPNext documentation.
Frequently asked questions
Does it include a real CRM?
Yes — leads, opportunities, communications and follow-ups, plus the newer standalone Frappe CRM for sales-first teams.
Can quotes flow into production?
Directly. A confirmed sales order can drive material requests and work orders with no re-entry.
Does it handle B2B and B2C?
Both — credit-based B2B invoicing and fast POS/e-commerce flows share the same catalogue and stock.