Lead Capture and Assignment
Record leads from forms, calls, referrals, campaigns, imports or supported integrations. Apply assignment by team, territory, product or another rule.
Business ERP Module
Sales and CRM ERP Software for Ethiopian Businesses
Connect the customer journey from the first inquiry to quotation, order, delivery, invoice and follow-up. The Sales and CRM module of Dream ERP can provide one controlled view of leads, opportunities, activities, customers, products, prices, orders and sales performance.
DreamTech can implement it through Dream ERP, selected Odoo modules, ERPNext or a custom CRM after validating sales stages, teams, branches, products, price rules, approvals, inventory, invoicing, communication channels and reports.
Trusted by
Module overview
What Sales and CRM Software Manages
Depending on scope, it can include:
Lead capture and assignment
Opportunity pipeline
Calls, meetings and follow-ups
Tasks and reminders
Customer and contact records
Quotations
Price lists and discounts
Sales approvals
Sales orders and contracts
Delivery coordination
Invoicing handoff
Customer balances and credit controls
POS
Sales targets and commission inputs
Lost-reason and competitor tracking
Reports and dashboards
Connected ERP workflow
The selected module is planned with its source records, approvals, related modules, migration, permissions, reports and support responsibilities.
Source data
Approvals
ERP links
Reporting
Core workflows
Core CRM and Sales Capabilities
Opportunity Pipeline
Define stages that match the real sales process, such as qualification, discovery, proposal, negotiation, approval and won or lost.
Activities, Follow-Ups and Reminders
Create calls, meetings, tasks, proposals and next-contact reminders. Managers can review overdue work under appropriate permissions.
Customer and Contact Records
Maintain one approved customer profile with contacts, addresses, history, commercial terms, documents and account references.
Quotations and Approval
Create quotations using approved products, prices, terms and templates. Discounts or special terms can require approval.
Sales Orders and Contracts
Convert approved quotations into orders or contracts without re-entering customer and line details.
Pricing and Credit Controls
Configure price lists, customer groups, location-based prices, volume rules, discounts and credit limits where supported.
Point of Sale
A POS workflow can connect product, price, stock, payment and finance records. Hardware, offline use and payment integration are scoped separately.
Sales Reporting
Reports can include leads by source, pipeline value, conversion, follow-up completion, quotations, sales by product or branch, lost reasons, customer balances, targets and delivery status.
Connected operations
How Sales and CRM Connect to Other ERP Modules
Each connection is configured and tested against approved records, roles and posting or handoff rules.
Inventory and Warehouses
Sales orders can check or reserve stock and create delivery requirements.
Explore Inventory and Warehouse SoftwareAccounting and Finance
Approved invoices, receipts, balances and credit controls can connect to finance.
Explore Accounting and Finance SoftwareManufacturing
Confirmed demand can feed production planning or make-to-order workflows.
Explore Manufacturing ERP SoftwareProcurement
Special-order demand can create an approved purchase requirement where needed.
Explore Procurement SoftwareImplementation
Implementation process
Step 1
Map how inquiries become qualified opportunities, proposals, orders and customers.
Step 2
Approve stages, ownership, required fields, follow-up rules, approvals and reports.
Step 3
Clean product, price, customer and lead data.
Step 4
Configure website, inventory, finance, messaging or approved integrations.
Step 5
Test leads, reassignment, quotations, discounts, lost opportunities, orders, returns and balances.
Step 6
Train users and review adoption and data quality after launch.
FAQ
Frequently asked questions
Can leads be assigned automatically?
Assignment can be configured by team, territory, product or another approved condition.
Can the CRM send follow-up reminders?
Yes, activities and due dates can create reminders and overdue reports.
Can quotations become orders and invoices?
Approved records can move through the configured process without re-entry.
Can CRM connect to stock?
Yes. Sales orders can check, reserve or request stock.
Can it support multiple branches or teams?
Yes, where supported by the selected product and scope.
Can customer and lead data be imported?
Yes, after duplicate cleaning, mapping, ownership assignment and privacy review.