All modules
// 27ERP · Module
CRM & Leads
Leads arrive from your website forms and quote requests, tagged with the form they came from, get graded hot, warm or cold, and carry a full activity timeline — including the emails you exchange — 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, each tagged with the form it came from — Contact form, Volunteer sign-up, Newsletter — with a Form column and filter on the list
- Two-way email: a message to your normal address lands on the right lead, and staff reply from the lead page with their signature and attachments
- 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
- Leads have an owner: reps see their own and the unassigned pool, and claim from it
- In-app notification for new web leads, an untouched-lead badge, and pipeline value on the dashboard
- 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 Urban Gardens
// Boca Raton, FL · Columbus, OH → 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.
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