Any plans to improve ERPNext CRM?

[akeller]

I’m also very interested in the improvement of the CRM functions.

There are a many topics around this, but they are all closed with no solutions.

Sales Person Tracking

Hello Community, We are trying to develop an app that would enable one to track the Sales Person, track the sales he/she has done, assign tasks to him/her while they are on the move, etc. As mentioned here - Track Sales Personell using ERPNext app, and probably this has been asked by a lot of people. Here’s a list of features to begin with - Track Sales Person through GPS in real time Manage check-in and check-out at a Client’s place to record minutes spent. Be able to record summary of vis…

How to track the Activities of Sales People

Hi, We are kind of new in the world of managing sales people and I would like to ask some question which might not really be related to the erpnext as a product but may be some one could just give me a good insight as to how do they manage their sales people? I have 3 kinds of questions: How to see their day to day activities How to manage their incentives How to track their expenses. Regarding the first point I got an idea if their is any solution like the time log which we could have for sales…

Track Sales Personell using ERPNext app

Hello Everyone I am asking if i made to my sales reps accounts on ERPNext and so can i track my sales reps while one the move delivering, visiting to assure that they stick to time table visits plan and also to assure that certain customers are the one that received my products ? Are this feature are availble in ERPNext app ? Thanks

For me it would be important that the SalesPerson can report the result of a call/meeting with the customer. Because a salesperson can have up to 100 opportunities and a opportunuty can last up to 2 years. So its important for the sales person to write it down because its not possible to have everything in mind.

Or some kind of “Taskmanager” would be interesting in CRM, so the salesperson can write to the backoffice what to do.

Regards