Sales & CRM
Lead generation tools
Lead generation tools — part of Sales CRM.
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Part of Sales CRM
Lead generation tools lives inside SerapisERP Sales CRM. Import and enrichment workflows into the same CRM records.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Sales CRM on for orgs that need it — leave it off for everyone else.
Because lead generation tools sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Lead generation tools
Import and enrichment workflows into the same CRM records.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Sales CRM permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Lead generation tools sold separately?
No. Lead generation tools is part of Sales CRM. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Lead generation tools?
Enable Sales CRM for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Lead generation tools share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.