All modules
// 27ERP · Module
CRM & Leads
Leads arrive from your website forms and quote requests, get graded hot, warm or cold, and carry a full activity timeline until they convert into a customer — with a draft estimate already filled in.
// 01
Every inquiry lands in one pipeline.
What the CRM & Leads module does in 27ERP today.
- Hot, warm and cold lead grading with an activity timeline on every lead
- Website contact forms and public request-for-quote forms create leads automatically
- Requested items on an RFQ pre-fill a draft estimate the moment the lead converts
- One-step convert to Customer that keeps the whole history
- In-app notification for new web leads and an untouched-lead badge so nothing goes cold
- Every action recorded in the company activity log
// 02 · Screens
CRM & Leads in 27ERP
// 03 · Works with
Connected modules
Documents in this module link to the ones they came from and the ones they create.
Running in production for 27nodes · ICP Miami
// Boca Raton, FL → nationwide
See CRM with your own data
A 30-minute walkthrough on the platform, using your real records, and a straight answer on where a custom rule would go.