From first call to paid invoice, without re-entering anything
Your pipeline, your price lists and your stock are in one system, so a quote is accurate the moment it is written and an order becomes an invoice with one click.
Product views use demo data.
What crm & sales covers
Leads and opportunities
Capture from web forms and email, qualify, assign, and track every call and note on one timeline.
Quotes with real prices and stock
Price lists, discounts and available-to-promise quantities come from the ERP, so the quote matches what you can deliver.
Orders, delivery and invoicing
Convert a won quote to a sales order, ship against it, invoice it and watch the payment arrive on the same record.
Renewals and subscriptions
Recurring invoices and contract end dates with reminders before they lapse.
Email and calendar
Two-way email on every lead and customer, meetings on the calendar, templates for proposals and follow-ups.
Pipeline reporting
Forecast by stage and expected close, win-rate by source and rep, and the activity behind each number.
What changes when crm & sales runs in the ERP
- Today
- Sales quotes from a price sheet that finance updated last quarter.
- With LogsNX
- Quotes pull the current price list and customer-specific pricing automatically.
- Today
- A won deal is re-typed into the accounting system.
- With LogsNX
- Quote → order → delivery → invoice is one chain of documents.
- Today
- Renewals are tracked in someone's calendar.
- With LogsNX
- Contract end dates trigger reminders and draft renewal quotes.
Related modules
Inventory
Real-time stock across warehouses, bins and trucks, with landed cost and barcodes.
See inventoryProjects
Tasks, timesheets, expenses and billing on one record — margin per project, live.
See projectsWhere it matters most
Wholesale & distribution
Importers and multi-location distributors: landed cost, customer pricing and the right warehouse every time.
See wholesale & distributionProfessional services
Consultancies, engineering firms and agencies: pipeline, projects, timesheets and billing on one client record.
See professional servicesField service
HVAC, plumbing, electrical and facilities companies: dispatch, mobile jobs and invoicing on one record.
See field serviceCRM & sales questions, answered
Can we capture leads from our website?
Does it integrate with Gmail or Outlook?
See crm & sales on your own numbers
A 30-minute demo on a live environment, loaded with your chart of accounts and items.