FAQ
Straight answers.
The questions we are asked most, answered without marketing language.
All questions
Frequently asked questions
If your question is not here, ask us directly — we will answer it and add it.
What is MyERPZ?
MyERPZ is an AI-powered CRM. It covers leads, customers, sales pipeline, follow-ups, activities, site visits, projects, units and inventory, bookings, payments, documents, reports and dashboards — with AI built into the everyday workflow.
Is CRM available now?
Yes. The CRM is the product and it is available today. Everything described on this website is something you can use, not something planned.
What AI features does MyERPZ provide?
Lead scoring and classification, next best action with the reasoning shown, follow-up intelligence, customer summaries, AI email drafting, meeting summaries, sales forecasting and opportunity risk detection.
Do I need a lot of data before the AI is useful?
Some of it, yes. Lead scoring and forecasting learn from your history, so expect roughly four to six weeks of real use before they are reliable. Summaries and email drafting work from day one.
Can the AI see records a user is not allowed to access?
No. AI runs inside the same organization, role and permission boundaries as the rest of the product. If a user cannot open a record in MyERPZ, the assistant cannot surface it.
Can MyERPZ support multiple teams?
Yes. The product is built around organizations, users, roles and permissions, so different teams can work in the same system with the access appropriate to each.
Does MyERPZ work for real estate sales?
Yes. Projects, towers, units and inventory are first-class alongside leads, site visits, bookings, payments and documents, so an enquiry can be tracked through to a booked unit and its payments.
Can I import my existing customer data?
Yes. You can import leads and customers from a CSV file with field mapping. We recommend deduplicating and running a small test batch first — there is a guide covering exactly how.
How much does MyERPZ cost?
Pricing is being finalised and will be published before general availability. You can start free in the meantime, or talk to our team about what your organization needs.
Can MyERPZ grow with my business?
Yes. Roles, permissions and configurable workflows mean the same system works for a small team and for a multi-team sales organization, without moving to a different product.
Still have a question?
Ask our team directly and we will give you a straight answer.