Spectrum ERP Sales CRM Module

ERP Sales CRM Module

Sales and Distribution modules in ERP take care of all activities from contact and lead management, to sales activities, to order placement, to order scheduling, order shipping, order invoicing. It helps to automate processes related to pre-sales, sales order management, invoicing and dispatch of goods, outbound logistics, after sales support and more.

Components of Spectrum ERP Sales Distribution CRM Module

Spectrum ERP Sales CRM Module comprises of various components such as Sales Administration, Contact & Lead Management, Opportunity Management, Sales & Service Management, Invoicing & Dispatch, Export information, Outbound Logistics, After Sales Module.

Integration with other Modules of Spectrum ERP

Spectrum ERP Sales CRM Module is tightly integrated with Material Management, Production and Finance.

Mobility & Reporting Features of Spectrum ERP Sales CRM Module

We have made certain important functions and reports of Spectrum ERP Sales CRM Module available at the click of a button on your Mobile, so that you can take decisions and perform actions anytime, from anywhere.

  • Lead generation entry through mobile
  • Task management against lead, enquiry, quotation
  • View and approval of quotation, order, agreement
  • Event based alert & notifications e.g. Order received
  • Exception Reporting
  • Sales Report & Dashboard on mobile

Functions of Spectrum ERP Sales CRM Module

Sales Administration

Supports a range of activities right from defining sales organization to roles and user based security

  • Defines Sales Organization
  • Defines Item Attributes
  • Defines Item rate setup
  • Records Credit Control
  • Defines Tax Settings
  • Sets up Agent commission details
  • Maintains Document Checklist
  • Ensures Roles and User based System Security

Lead Management

Maintains all information about communication with business leads

  • Creates Leads from prospects
  • Converts Lead into Opportunity
  • Manages Lead Status
  • Manages Category wise Leads
  • Creates Activities against Lead
  • Maintains Lead Notes
  • Maps Multiple Contacts to Leads

Task Management

Manages information about Tasks assigned to leads, teams etc

  • Assigns Activity to Team
  • Manages Task Category
  • Task assignment against Lead or Contact
  • Tasks Recurrence
  • Tasks Prioritization
  • Reminders for Task owner & Team
  • Maintains Task Notes

Invoicing and Dispatch

Enables to record, maintain and track information relating to invoicing and dispatch of goods and services

  • Prepares Dispatch plan and dispatch acknowledgements
  • Generates Picking & packing lists
  • Prepares Dispatch challan
  • Creates Tax Invoice
  • Ensures Dynamic pricing feature on base price for metal business
  • Prepares Invoices for manufacturing, trading and services
  • Maintains Broker information & details
  • Maintains Insurance policy information & details
  • Dunning for outstanding payments
  • Records Sales return
  • Integrates with weighbridge function
  • Issues test certificates

Contact Management

Maintains all Contact Details of Leads for companies

  • Manages Company-wise/Lead-wise contact details
  • Creates task and activities against contact
  • Notes for each contact
  • Case management against contact

Enquiries & Quotations

Records all activities of enquiries, quotations, BOM etc.

  • Records Enquiry Received
  • Prepares Quotations
  • Maintains records of Bill of Material and Estimate (for selected case only)
  • Tasks against Quotations

Sales and Service Order Management

Supports all records and activities related to sales and services such as:

  • Maintains Sales agreement
  • Creates Sales Order
  • Defines Item rate and discount control
  • Tracks Sales order revision
  • Records Order and item level cancellation
  • Maintains Details of Sales order as per customer, consignee and agent


Maintains all information related to Export data.

  • Prepares Export Sales Order
  • Maintains Invoices in multiple currency
  • Manages export related documentation