CRMfrom first contact to signed contract
Capture leads, move deals through your pipeline and keep contracts and conversations next to the invoices and projects that follow.
What does the ERP Instfy CRM do?
It organizes the sales pipeline: leads and contacts, deals with custom stages and owners, tasks, notes and files for each opportunity, and contracts with values and dates. Custom fields can be added with the form builder. Because the CRM is part of the ERP, a won deal continues as an estimate, an invoice or a project without copying data.
Part of ERP Instfy, the cloud ERP by Instfy. Updated 2026-10-04.What you can dowith crm
Manage leads and contacts, deals with pipeline stages, contracts and notes, with custom fields from the form builder, inside your ERP.
Leads and contacts
Capture leads from forms or by hand and keep every contact detail organized.
Deals and pipelines
Custom stages, owners, values and probability for each opportunity.
Tasks and notes
Calls, meetings and follow ups recorded on the lead or deal.
Contracts
Contract value, type, start and end dates and comments per client.
Form builder
Custom input fields and forms that feed leads straight into the CRM.
CRM dashboard
Summary of leads, deals and contracts by stage and owner.
How it worksin four steps
The same flow your team will follow inside ERP Instfy. Detailed instructions are in the CRM guide.
Design the pipeline
Create stages, sources and labels that match how you sell.
Capture leads
Add leads by form, import or manual entry.
Work the deals
Assign owners, log activity and move deals forward.
Close and continue
Sign the contract and follow with estimate, invoice or project.
Who uses it
Teams that work in this module every day.
- Sales teams
- Account managers
- Founders who sell
- Agencies
- Service companies
Industries
Sectors where this module makes the biggest difference.
Frequently askedquestions
Can I customize the sales pipeline?
Yes. Create your own pipelines and stages, and set sources and labels so the CRM follows your real sales process.
How do leads get into the CRM?
Add them manually, import a list or capture them with a form built in the form builder.
Can I store contracts with clients?
Yes. Each contract keeps value, type, dates, attachments and comments, linked to the client.
What happens after a deal is won?
Continue in the same system: create an estimate or invoice in accounting or open a project for delivery.
Can each salesperson see only their own deals?
Roles and permissions control what each user can view and edit, so access can be limited by need.
Works togetherwith other modules
Data flows between modules automatically, without exports or duplicate entry.
- Accounting & FinanceRecord every sale, bill and payment once and see profit, cash flow and balances update in real time.
- Projects & TasksPlan the work, assign tasks, log hours and see progress and cost per project, all connected to the client and the invoice.
- Support & CommunicationAnswer customers, meet with clients and keep the team informed without switching tools.
- Users & SecurityGive each employee, client and vendor exactly the access their work needs, and keep sensitive data protected.
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