What we deliver › ERP Platform › Sales, CRM and Customer Service
ERP module
Sales, CRM and Customer Service
The relationship record, from first contact to continuing service.
Included in EBO Operate. This module is part of the EBO Operate bundle, and is also available on its own. See the tiers →
What it controls
| Capability | Coverage |
|---|---|
| Contact and account | Customer and contact records, hierarchy, communication history and documents. |
| Lead and opportunity | Capture, qualification, pipeline, stage management and forecast. |
| Quotation and order | Quotation generation, conversion to order, pricing rules and discount authorisation. |
| Service cases | Capture, categorisation, assignment, escalation on threshold and resolution recording. |
| Contract and renewal | Service contract records, entitlement, renewal scheduling and reminders. |
| Analysis | Pipeline, conversion, service performance and satisfaction reporting. |
How it connects
Raises invoices in accounting, checks availability in inventory, reflects fiscal registration where required.
What it gives the institution. One relationship record from first contact to continuing service, with invoicing, availability and fiscal registration reflected in the same flow.
It also runs perfectly well on its own. If this is the only module you need, that is a supported deployment, not a compromise — and anything added later docks onto the same core.
See Sales, CRM and Customer Service running
We will show it on live configuration, using your structure and terminology.