Agentic CRM

agent active · core: ERPNext CRM connected data: live from ERPNext Open in ERPNext ↗
Summit Roofing Co. · core: ERPNext CRM (open-source)
Sales pipeline that scores, researches, drafts outreach, and answers questions on a real ERPNext CRM core — a human sends any outreach before it reaches a prospect.
Open leads
3
3 total leads
Open pipeline
$0
0 open opportunities
Win rate
0%
0 won · 0 lost
Customers
24
converted accounts
Sales pipeline

Pipeline by stage (live)

data: live from ERPNext
No open opportunities yet.

Lead queue — agent work list

data: live from ERPNext
LeadCompanyStatusSourceEmail
Priya AnandHelios Solar Co-opREPLIED—[email protected]
Marcus LeeBrightline Dental GroupOPEN—[email protected]
Dana WhitfieldNorthwind LogisticsOPEN—[email protected]
Summit Roofing Co. CRM · Assistant
Check live ERPNext CRM health and prioritise outreach.