One record per customer, with the whole story attached.
Accounts, contacts, quotations, orders and every conversation in one place — connected to live stock, dispatch and invoices so sales never promises what the warehouse cannot deliver.
A CRM connected to the operation behind every promise
Configure the fields, rules, documents and dashboards around the way your team already works.
Account 360
Built into the configured CRM workflow with role-based access and a complete audit history.
Contact management
Built into the configured CRM workflow with role-based access and a complete audit history.
Activity timeline
Built into the configured CRM workflow with role-based access and a complete audit history.
Opportunity pipeline
Built into the configured CRM workflow with role-based access and a complete audit history.
Quotes and orders
Built into the configured CRM workflow with role-based access and a complete audit history.
Live stock and invoices
Built into the configured CRM workflow with role-based access and a complete audit history.
Set up fast, work with better information
Four reasons teams choose izERP CRM over a disconnected, general-purpose workflow.
Live in weeks, not quarters
Start with a configured CRM workflow, your users and the data needed for day one.
Connected to real operations
Shared customers, items, stock and documents keep every promise tied to what actually exists.
Flexible without the complexity
Fields, stages, documents and approvals adapt to your process without turning every change into a rebuild.
Simple enough to be used
Role-focused screens keep daily work clear, so records stay current and the system pays for itself.
See CRM in action
Take a guided look at CRM and see how one customer timeline from first contact to paid invoice moves through one controlled workflow without retyping.
Frequently asked
Can CRM run as a standalone module?
Yes. Start with this module and connect more Iniz modules later without replacing the data or workflow already in place.
Can it integrate with our existing systems?
Yes. Iniz supports API-based integrations and can connect storefronts, accounting tools, carriers and other operational systems.
Can fields, documents and approvals be customised?
Yes. Screens, fields, document templates, approval chains, permissions and reports can be configured around your requirements.
How does implementation begin?
We map the current workflow, agree the smallest useful scope, configure a working system and validate it with your team before go-live.
See it running on your own accounts
Book a free demo and we will configure a realistic CRM workflow with sample data, then walk it end to end with your team.