Customer Relationship Management
Turn Relationships into Revenue
Empower your sales, marketing, and support teams with a unified platform to manage every customer interaction, from lead to loyalty.
Request a DemoEvery interaction matters
from first contact to loyal customer
Capture leads, manage pipelines, and close deals faster with built-in CRM intelligence
Lead Management
Capture, track, and nurture leads from multiple channels. Automated scoring prioritizes your hottest prospects.
Pipeline Tracking
Visualize your entire sales process with customizable stages. Identify bottlenecks and forecast revenue instantly.
Customer Insights
Gain deep understanding of customer behavior and preferences with a complete 360-degree interaction history.
Automated Workflows
Streamline repetitive tasks like follow-ups, assignments, and status updates with rule-based automation.
Contact Management
Organize contacts, companies, and relationships in one place with rich tagging and segmentation capabilities.
Sales Analytics
Real-time dashboards showing pipeline health, win rates, revenue forecasts, and team performance metrics.
Close More Deals, Faster
A CRM built for operational businesses, not just salespeople.
Automatically capture leads from web forms, email, and integrations. AI-powered scoring ranks prospects by conversion likelihood.
- Multi-channel lead capture
- AI-powered lead scoring
- Automatic lead assignment
Customizable pipeline stages with drag-and-drop deal management. Track every opportunity from first touch to closed-won.
- Customizable deal stages
- Drag-and-drop deal cards
- Weighted pipeline forecasting
See every interaction, order, support ticket, and note in one unified customer profile. Never miss context again.
- Unified customer profile
- Order and support history
- Interaction timeline
Sync with your email provider to track conversations, schedule follow-ups, and send templates directly from the CRM.
- Two-way email sync
- Email templates
- Scheduled follow-ups
AI-driven revenue forecasting based on pipeline data, historical trends, and deal velocity analysis.
- AI-driven forecasts
- Historical trend analysis
- Deal velocity metrics
Log calls, meetings, and tasks automatically. Get reminders and insights on engagement patterns across your team.
- Automatic activity logging
- Task and reminder management
- Team engagement insights
"Having CRM integrated directly into our ERP means our sales team sees inventory and production data in real time. No more over-promising on delivery dates."
Sales Director
Growing D2C Brand
Ready to transform your customer relationships?
See how ianaiERP's integrated CRM connects sales, operations, and customer success in one platform.