CRM Software for Growing Sales Teams

MyERPZ CRM is customer relationship management software for sales teams. It covers lead management, customer records, sales pipeline, follow-ups, activities, calendar, site visits, projects, units and inventory, bookings, payments, documents, notifications, reports and dashboards — with AI assistance built into the everyday workflow.

Sales teams that need one place to run enquiries through to payment. It suits real-estate sales, service businesses, operations teams and growing companies moving off spreadsheets. It is designed around organizations, roles and permissions, so it works for a team of five and a multi-team sales organization alike.

Yes. Projects, towers, units and inventory are first-class records, not custom fields bolted onto a contact. A lead can be tracked through a site visit to a booked unit and its payment schedule, with documents attached along the way.

AI reads the records your team already keeps. It scores and classifies leads, recommends a next best action with the reasoning shown, surfaces overdue follow-ups and at-risk deals, summarises customer history and meetings, drafts follow-up emails, and forecasts pipeline from your own closed history.

Yes. Permissions are granted through roles rather than per user, and every record belongs to an organization. A sales user can be limited to their own records while a manager sees the team’s, and access is reviewed and revoked at the role level.

Yes. Leads and customers import from a CSV file with field mapping. We recommend deduplicating first and running a test batch of about twenty records before the full import — there is a guide covering the field mapping and the problems that most often reject rows.