CRM
One Customer Record, Not Three
Leads, opportunities and follow-ups run on the same customer record your invoices and accounting already use — no separate CRM to keep in sync with your books.
Leads
Capture and track leads before they become customers.
Opportunities
Track deals through your pipeline, from first contact to close.
Follow-ups
Scheduled follow-ups so a lead never quietly goes cold.
One customer record
The same customer record CRM uses is the one Sales invoices and Accounting reconciles — no separate contact database to keep in sync.
See how CRM connects to Sales and invoicing.
CRM — FAQ
Is Vitabu's CRM a separate product from the ERP?
No — CRM runs on the same customer and company data as the rest of Vitabu ERP, not a bolted-on third-party CRM.
Can I track a sales pipeline?
Yes. Opportunities move through your pipeline stages, with follow-ups scheduled so nothing falls through.
Does a won opportunity turn into an invoice automatically?
Sales and CRM share the same customer record, so moving from a tracked opportunity to a quote or invoice doesn't mean re-entering customer details in a different system.
Ready to Bring Your Business Together?
Start with the capabilities you need today and expand the platform as your business grows.