Sales & CRM
Sales CRM
One pipeline from first touch to closed-won.
This page is public — no account required to read features.
SerapisERP Sales CRM is the spine of the platform. Leads, deals, clients, and vendors share one organization-scoped database so calling, marketing, finance, and industry modules never re-key the same contact.
Custom roles control who sees the pipeline: SDRs edit leads, managers manage stages, executives view reports. Empty organizations start clean — no shared demo bleed across tenants.
Capabilities
Each capability has its own page — click through for full detail, FAQ, and related modules.
Leads & scoring
Capture inbound and outbound leads, score with rules, convert to deals or clients.
Open capability page →
Deal pipelines
Stages, values, probabilities, ownership, and activity history per deal.
Open capability page →
Clients & companies
Account records linked to deals, calls, invoices, and tickets.
Open capability page →
Vendors
Trade and service vendors for claims, construction, and property ops.
Open capability page →
Follow-ups & activities
Scheduled reminders, kanban activities, and calendar views.
Open capability page →
Jobs & crews
GC-oriented jobs, crews, and field workflows when your org type needs them.
Open capability page →
Lead generation tools
Import and enrichment workflows into the same CRM records.
Open capability page →
In this module
All deep-dives in this module family — each is a full indexable page.
Leads & scoring
Capture inbound and outbound leads, score with rules, convert to deals or clients.
Deal pipelines
Stages, values, probabilities, ownership, and activity history per deal.
Clients & companies
Account records linked to deals, calls, invoices, and tickets.
Vendors
Trade and service vendors for claims, construction, and property ops.
Follow-ups & activities
Scheduled reminders, kanban activities, and calendar views.
Jobs & crews
GC-oriented jobs, crews, and field workflows when your org type needs them.
Lead generation tools
Import and enrichment workflows into the same CRM records.
FAQ
Is Sales CRM included free?
Yes. Modules are not paywalled; you pay optional support and metered usage (AI, SMS, voice) at cost + 12.5%.
Can I limit what salespeople see?
Yes. Org roles set View / Edit / Manage per module, including sales.
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.