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Stop Losing Leads & Start Closing More Deals with ERPNext CRM

Stop Losing Leads Start Closing More Deals
ERPNext / Frappe / Frappe CRM

Stop Losing Leads & Start Closing More Deals with ERPNext CRM

Stop Losing Leads Start Closing More Deals!

“80% of sales need 5+ follow-ups. But most dealerships stop after one.”

That stat alone should raise a red flag.

If you’re still tracking leads in spreadsheets or juggling WhatsApp, email, and sticky notes—it’s no surprise leads are slipping away. The truth is, poor lead management quietly eats into your profits.

Here’s how:

  • Leads go cold—up to 71% are lost due to lack of follow-up.

  • Marketing money wasted—you paid for those leads, but never closed them.

  • Competitors win—they responded faster, followed up better.

The Fix?

ERPNext CRM: an easy-to-use, all-in-one system designed specifically for distributors and dealerships to manage leads from first touch to final sale.

What Lost Leads Are Really Costing Your Dealership

Let’s put some numbers behind the pain.

🔹 Companies that use a CRM earn up to 29% more revenue.
🔹 42% of sales teams say bad lead data slows them down.
🔹 60% of buyers go with the vendor who responds first.

Problem What It’s Costing You
Missed Follow-Ups 50% of sales go to whoever responds first
Manual Entry Errors Wastes 15% of your team’s time
Leads Lost to Competitors Buyers won’t wait—they move on

Bottom line: Every missed lead is lost money. ERPNext CRM makes sure no one falls through the cracks.

How ERPNext CRM Solves These Problems for Dealerships

Centralized Lead Dashboard

No more digging through emails or messy Excel files.

  • See all leads in one place

  • Track customer history, purchases, and interactions

  • Score leads based on activity and interest

Automated Follow-Ups

Set it once—ERPNext handles the rest.

  • Get reminders for follow-ups via email or call

  • Log every interaction automatically

  • Respond 30% faster (which means more closed deals)

Clear Sales Pipeline

Visualize every deal from start to finish:

  • Track progress: New → Quotation → Won/Lost

  • Forecast revenue with built-in analytics

Inventory + CRM = Smarter Sales

  • Reps can check live stock levels before promising delivery

  • Auto-create purchase requests when stock runs low

Mobile CRM for Field Teams

Sales reps on the move? They can update deals, check stock, and follow up from their phones using the ERPNext app.

ERPNext vs Traditional CRMs — Which One Fits Dealerships Best?

Feature ERPNext Salesforce HubSpot
Built for Dealers ✅ Yes ❌ General Purpose ❌ General Purpose
Inventory Integration ✅ Built-in ❌ Needs plugins ❌ Needs plugins
Ease of Use ✅ Low learning curve ❌ Steep learning ⚠️ Moderate

Why dealerships pick ERPNext:

  • No user-based pricing.

  • Comes with CRM + Inventory + Accounting.

  • Easy to set up and scale.

How to Set Up ERPNext CRM for Your Dealership

You don’t need a tech team to get started.

Step-by-step:

  1. Import your leads – Upload from Excel or Google Sheets.

  2. Create workflows – Assign leads by region or product line.

  3. Add templates – Speed up quoting and follow-ups.

  4. Train your team – Use free ERPNext videos or tutorials.

Pro Tip: Start with a 2-3 person pilot team. Refine your process before a full rollout.

Real Results: How One Auto Parts Dealer Closed 40% More Deals

The Problem:
A mid-size automotive distributor was losing 3 out of 10 leads. They were tracking everything manually—leads got buried, follow-ups missed, stock info was outdated.

The ERPNext Fix:

  • Website and email leads auto-captured into CRM.

  • Sales reps got alerts when stock was low.

  • Follow-ups and reminders were automated.

The Outcome in 6 Months:

  • ✅ 40% increase in deals closed

  • ✅ 20% drop in stockouts

  • ✅ Happier customers and smoother operations

Ready to Fix Lead Leakage and Boost Sales?

Let’s recap—ERPNext CRM helps dealerships:
1. Stop losing leads to messy processes
2. Automate follow-ups and track every deal
3. Sync inventory with your sales process
4. Win more deals, faster

Ready to take control of your sales? 

🔹 Book a Free Consultation Today – We’ll walk you through how to get started.
🔹 Email Usinfo@turqosoft.com – Ask us anything about ERP automation.
🔹 Follow Us on LinkedIn – Stay updated with ERP insights and best practices.

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