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The CRM functionality in opentaps is your one-stop solution to automate you entire sales process from lead gathering to conversion. The system will allows you to track and manage sales opportunities. The ability to store and share documents will ensure that your sales staff is always on the same page, as will the calendar and task function. The CRM module is also designed to integrate with your email server so you can easily track correspondence with customers.
In addition to handling individual customer engagement tasks, the CRM functionality will also handle issues of a larger scope. The system features a multitude of sales forecasting and reporting features. It will allow you to report on sales made using a number of features. It will also allow you to track quotes issued and accepted, giving you further insight into what your customers want, or don’t want.
"CRM" is part of the opentaps Open Source ERP + CRM line of products, developed by Opentaps.