CRM & Sales
Track leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsSuggested for Vehicle DealershipsMove enquiries through delivery. Open any MicroERP from your Vehicle Dealerships workspace; the guides below show what each one covers and every screen in it.
These MicroERPs match the everyday work in Vehicle Dealerships. Your role decides which ones you can open.
Track leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsSuggested for Vehicle DealershipsMaintain customer accounts, relationships, account health and history.
AccountsHealthRelationshipsSuggested for Vehicle DealershipsPrepare bids, estimates, solution proposals and presales handovers.
BidsEstimatesProposalsSuggested for Vehicle DealershipsKeep stock items, warehouses, movements and reorder levels organised.
StockWarehousesMovementsSuggested for Vehicle DealershipsCoordinate service appointments, availability and customer bookings.
CalendarBookingsAvailabilitySuggested for Vehicle DealershipsKeep customer orders, fulfilment progress and delivery work organised.
OrdersFulfilmentDeliverySuggested for Vehicle DealershipsManage parcel bookings, pickups, shipment tracking, rates and collections.
BookingsTrackingCollectionsSuggested for Vehicle DealershipsAssign tickets, track response obligations and resolve escalations.
TicketsSLAsEscalationsSuggested for Vehicle DealershipsTrack requisitions, supplier orders, receipts and purchase matching.
RequisitionsPurchase ordersReceiptsSuggested for Vehicle DealershipsOrganise vendor onboarding, compliance documents and scorecards.
VendorsOnboardingScorecardsSuggested for Vehicle DealershipsManage the chart of accounts, journals, ledgers and period close.
AccountsJournalsLedgersSuggested for Vehicle DealershipsOrganise invoices, payment schedules, receipts and collection follow-ups.
InvoicesReceiptsCollectionsSuggested for Vehicle DealershipsReview expense claims, policy checks, approvals and reimbursements.
ClaimsApprovalsReimbursementsSuggested for Vehicle DealershipsKeep employee records, lifecycle events and people documents together.
EmployeesLifecycleDocumentsSuggested for Vehicle DealershipsCoordinate shifts, attendance, leave balances and regularisation.
AttendanceShiftsLeaveSuggested for Vehicle DealershipsPrepare salary structures, pay runs, payslips and deduction records.
Salary structuresPay runsPayslipsSuggested for Vehicle DealershipsCollect structured requests and follow review and approval steps.
FormsRequestsApprovalsSuggested for Vehicle DealershipsReview business dashboards, KPIs, reports and management exceptions.
DashboardsKPIsReportsSuggested for Vehicle DealershipsOrganise business documents, records, versions and controlled access.
DocumentsRecordsVersionsSuggested for Vehicle DealershipsManage counter sales, checkout and everyday store billing.
CheckoutSalesReceiptsManage membership plans, member records, dues and renewals.
MembersPlansRenewalsCoordinate webinar programmes, registrations, educators and event operations.
WebinarsRegistrationsEducatorsFollow requisitions, candidates, interviews and offers through hiring.
CandidatesInterviewsOffersManage goals, review cycles, calibration and performance records.
GoalsReviewsRatingsOrganise courses, enrolments, completions and certifications.
CoursesEnrolmentsCertificationsReview capacity, allocations, bench and team utilisation.
CapacityAllocationsUtilisationCoordinate project milestones, timesheets, budgets and delivery.
ProjectsMilestonesTimesheetsMaintain legal entities, departments, locations and organisation structure.
EntitiesDepartmentsLocationsTrack contracts, statements of work, renewals and obligations.
ContractsRenewalsObligationsOrganise frameworks, controls, evidence and attestation cycles.
FrameworksControlsEvidenceReview risk registers, scoring, treatments and residual risk.
RisksScoringTreatmentsCoordinate audit plans, findings, remediation and verification.
AuditsFindingsRemediationKeep matters, counsel, disputes and filing work organised.
MattersCounselFilingsTrack incidents, vulnerabilities, access reviews and security policies.
IncidentsVulnerabilitiesAccess reviewsCoordinate requirements, sprints, releases and change traceability.
RequirementsSprintsReleasesOrganise test cases, test plans, runs, defects and coverage.
Test casesTest runsDefectsReview environments, pipelines, deployments and rollback history.
EnvironmentsPipelinesDeploymentsPrefer the website? General documentation, manuals and demos.