CRM & prospecting
It remembers all your clients. And everything else.
360° client records, contacts, opportunities, meetings, interactions, acquisition channel: erzog keeps each client’s file and links it to your quotes, orders and invoices. Your sales memory, nothing forgotten.
Record created from a SIRET
Enter a SIRET number: erzog fills in the record from the official company registry.
Multiple contacts
Several people per client, each with their role and a primary contact.
Opportunity pipeline
Amount, probability, stage: you always know what’s at stake.
Tracked activities
Calls, meetings and tasks, scheduled and linked to the right client.
Client records that almost fill themselves in
Enter a SIRET number: erzog queries the official French company registry and fills in the company name, SIREN, VAT number, legal form and address. Typos never stood a chance.
- Record created from the SIRET number, using the official registry
- Automatic client number, prospect or client
- Companies and individuals, multiple addresses
- Preferred payment methods per client
A pipeline that tells the truth
Each opportunity carries its amount, probability, stage and expected close date. erzog shows you what’s moving, what’s stalling, and what it’s worth.
- Stages from qualification to won / lost
- Amount and probability per opportunity
- Opportunity assigned to a salesperson
- Lost reason recorded — to learn, not to blame
Calls, meetings, tasks: everything gets noted
Every exchange is linked to the client and the contact. Six months later, you still know who said what, and when.
- Calls, meetings and tasks scheduled
- Linked to the client and the contact
- Full history on the client record
- Completed activities time-stamped
Connected to quotes, invoices, everything
erzog’s CRM isn’t an address book sitting next to your invoicing: it’s the same house. From the client record, you see quotes, orders, invoices and what’s left to collect.
- Quotes, orders and invoices on the client record
- Opportunity convertible into a quote
- Revenue per client
Frequently asked questions
How do I create a client record quickly?
Enter the SIRET number: erzog queries the official French company registry and fills in the company name, SIREN, VAT number, legal form and address. You add the email and phone, and that’s it. Thanks, erzog.
Does erzog distinguish prospects from clients?
Yes. A record starts as a prospect and becomes a client. Each client gets an automatic number, used on their documents. Thanks, erzog.
Can I manage several contacts for one client?
Yes. Each client can have several contacts, with their role, their details and a primary contact. Thanks, erzog.
Can I assign opportunities to my salespeople?
Yes. Each opportunity has an owner, a stage, an amount and a probability. Everyone sees where they stand, and you see the whole picture. Thanks, erzog.
Is the CRM an optional module?
No. The CRM is included in every plan, including the free Solo plan. Thanks, erzog.