CRM Features
CRM Features, One at a Time
MyERPZ CRM is one system, but it is easier to evaluate a capability at a time. Each page below covers what that capability does, what it replaces, and how the AI reads it.
Browse
Six capability pages, plus the AI layer
Each heading below is that page's own title, so you can tell what it covers before clicking it.
Lead Management Software
Every enquiry as a record with an owner, a source, an AI score and a scheduled next step — instead of a row in a spreadsheet.
Lead ManagementContact and Customer Management Software
One accurate record per customer, carrying every activity, message, document and payment attached to them.
Contact ManagementSales Pipeline Software
Configurable stages, live deal value and AI forecasting built from your own closed history rather than from optimism.
Sales PipelineSales Automation Software
Workflows, scheduled follow-ups, notifications and approvals — with AI drafting the message and a person always sending it.
Sales AutomationCRM Reporting and Analytics
Dashboards and reports that read live records, so the number is current when you ask for it rather than two days later.
CRM ReportingWhatsApp CRM
Message customers on the channel they answer, with the conversation kept on the customer record rather than on one person’s phone.
WhatsApp CRMAI CRM
Lead scoring, next best action, customer summaries, email drafting and sales forecasting, bound by the permissions the signed-in user already has.
AI CRM
The full list
Everything in MyERPZ CRM today
Named capabilities only. Nothing here is planned, in beta, or on a roadmap.
- Lead Management
- Customer Management
- Sales Pipeline
- Follow-ups
- Activities
- Calendar
- Site Visits
- Projects
- Units / Inventory
- Bookings
- Payments
- Documents
- Notifications
- Reports
- Dashboards
- Role-based access
See the whole system, not a feature list.
Book a walkthrough and we will run MyERPZ CRM against the way your team actually sells.