Sell Faster

Modern User Interface

A user-friendly interface equipped with intelligent filters provides a clearer view of all your sales efforts. Implement strategies and recommendations to set up and launch your CRM effectively.

Mobile

Access your CRM anytime, anywhere with BridgeERP's mobile-optimized design.

Inbound leads

Automatically gather leads from emails, VoIP conversations, social media feedback, website visitors, event participants, support tickets, and other sources.

No more encoding

Effortlessly send quotes in a matter of clicks and organize your pipeline with intuitive drag-and-drop functionality.

Set up activities

Your designated calls are lined up, promoting an effortless changeover from one task to another.

Customer payments

Effortlessly track payments with features like batch deposit options.

Payment terms

Set up and apply your preferred payment terms for smooth transactions.

Leads

Leads Nurturing

Implement tailored automated email campaigns based on lead segments and their engagement. Leverage various marketing tools to boost lead generation on your website, including SEO, form builders, and A/B testing.

Predictive lead scoring

BridgeERP assesses the chances of success by considering multiple criteria, such as previous outcomes.

GeoIP

Automatically identify the countries, states, and cities of your leads based on their IP address.

Live chat

Enable BridgeERP Live Chat on your site to engage with your visitors and turn them into potential customers. Set specific rules for important countries or web pages.

Deduplication

Propose leads for merging during the conversion of a lead into an opportunity. Automatically create contacts based on the leads.

Credit limit

Set specific credit limits and receive notifications if a customer's limit is exceeded.

Opportunities

Activities and calls management

Streamline activities and calls by prioritizing and scheduling them for each opportunity, while quickly logging and reviewing them in the opportunity's chat.

Pipeline management

Obtain a detailed snapshot of your opportunity pipeline. Streamline your process with an easy-to-use drag & drop interface.

Customize stages

Customize your pipeline by adding descriptions to stages and tailoring the process to your team's workflow.

Schedule Meetings

Arrange meetings stemming from customer opportunities. Sync with smartphones and Google Calendar.

Plan Next Actions

Outline your next steps and arrange your daily agenda based on the key opportunities and essential tasks.

360° Visibility

Collect all pertinent information directly in the opportunity: pages browsed, email communications, scheduled meetings, next steps, and prior orders.

Log Calls

Log calls in the chatter or trigger VoIP calls in just a few clicks. Bridge ERP proposes to automatically reschedule the next action after the call.

Customers

Address Book

Establish a centralized contact list accessible to all your sales team members.

Customer Preferences

Quickly set customer preferences: language, delivery options, financial info, and more.

Multi-Address

Maintain multiple locations and contact information for a single business.

Full History

Access the complete activity history for any customer: opportunities, orders, invoices, and outstanding balances.

Efficient Communication

Email Templates

Create a collection of email templates for typical communications with your customers or potential clients.

Email Gateways

Automatically link all your email interactions to the corresponding opportunity. Generate new leads effortlessly from incoming emails.

VoIP

Set up a dial queue for customers or leads, initiate calls directly from your browser either automatically or manually. Compatible with Asterisk v13.2 VOIP server.

Custom Alerts

Monitor important opportunities effortlessly and get notified about relevant events with just one click.

Multi team

A salesperson may belong to several teams for enhanced collaboration and coverage.

Reporting

Dashboard

Leverage standard dashboards or design your own with the sophisticated reporting system. Share your filters with the team.

Opportunities Analysis

Examine your opportunities pipeline using sophisticated filters, categorization, and detailed analysis.

Cohort Analysis

Monitor the progression of your KPIs over time and identify emerging patterns.

Leads Analysis

Analyze the performance of your lead sources to assess the effectiveness of your marketing efforts.

CRM Dashboard

Get a quick overview of your sales team's key performance indicators.

Integrations

Sales

Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.

Discover →

Inventory

Get product availability information right into the quotation. Trigger delivery orders and check delivery status from the order.

Discover →

Email Campaign

Boost leads acquisition and nurturing with powerful email marketing tools.

Discover →