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ERPNext CRM implementation in Kazakhstan
Losing track of enquiries and customers?
We configure ERPNext CRM for your business, bringing enquiries, customers, managers, engineers, tasks, sales, payments and reports into one system.
See who is responsible for each customer, track the progress of every enquiry, check payment status and identify where your business is losing revenue.
Customers and enquiries
A shared ERPNext CRM database
Employee tasks
Assign and track work
Sales and payments
Track business processes
Reports
Review business results
Description
Implementation of CRM in Kazakhstan – turnkey CRM and ERPNext for business
Are enquiries getting lost across WhatsApp, spreadsheets and email? A CRM gives your team a shared place to track customers, responsibilities, tasks and sales progress.
We implement ERPNext CRM in Kazakhstan and configure it around your business processes. The agreed scope can include enquiries, customer records, sales, tasks, payments, documents, reporting and workflows for managers and engineers.
The system can connect customer enquiries with tasks, sales, payments and documents. Integrations and follow-up workflows are agreed as part of the project.
On this page:
How customers are looking for CRM implementation in Kazakhstan
Businesses need a clear way to track enquiries, customers and sales. We configure CRM workflows around the way your team receives requests and completes work.
We bring customer records, responsibilities, tasks, sales and reports into one system, with access tailored to each employee's role.
Therefore, we offer not just “ERPNext”, but a service that is understandable for business: implementation of CRM and ERP-systems on a turnkey basis. ERPNext is used as a flexible platform on which you can build a system for real company processes.
What the customer gets
All applications in one system
Applications from the site, WhatsApp, calls and managers can be conducted in one CRM-system.
Managers and engineers
The manager sees the client, the engineer sees the task, the manager sees the whole process.
Process automation
Statuses, tasks, notifications, reminders, reports, and execution control.
Supervisory control
The manager sees sales, tasks, payment, responsible and problem areas.
What is included in the implementation of CRM turnkey
- Installing ERPNext on a cloud or own server
- Set up domain, SSL and secure access
- Setting up CRM: leads, customers, deals, applications
- Creating application statuses for your business
- Setting up roles: manager, engineer, accountant
- Setting up tasks and responsible employees
- Customization of the client card: BIN, LLP / sole proprietor, phone, address, service, amount, contract
- Set up the sales funnel and stages of work
- Set up notifications and reminders
- Setting up reports for the supervisor
- Integration with WordPress website on request
- Possible integration with Telegram, WhatsApp, Kaspi and 1C
- Training employees in CRM work
- Setting up a backup
Who is suitable for CRM and ERPNext
The service is suitable for companies that are already uncomfortable doing business on Excel, WhatsApp, notebooks and disparate spreadsheets. CRM helps to clean up orders, customers, tasks and sales.
- Service companies – applications, departures, engineers, statuses, payment
- Sales departments. – leads, transactions, customers, calls, tasks
- IT companies Applications, projects, support, engineers, extensions
- Installation companies object, address, task, engineer, act of work performed
- Small and medium-sized businesses – Customer control, payments and employees
- Companies with repeat sales Reminders, extensions, maintenance
What are the challenges of implementing CRM
We implement and configure CRM and ERPNext for businesses in Kazakhstan, including sales processes, service requests, reporting and agreed integrations.
CRM helps to remove the chaos: applications are not lost, managers do not forget customers, engineers get tasks, accounting sees the payment, and the head understands what is happening in the company.
The cost of implementing CRM depends on business objectives
Pricing depends on staff numbers, workflows, roles, data migration and integrations. A basic enquiry-tracking setup requires less work than a deployment connecting the website, messaging services, payments and 1C.
We first analyze how you now have applications, sales, tasks, payment and control of employees. After that, we offer a clear plan for implementing CRM: what we configure first, what integrations are needed immediately, and what can be added later.
Request a consultation: Tell us how you are now accepting applications and supervising employees – we will tell you what CRM your business needs and where to start implementing it.
Why ERPNext
ERPNext is not only a CRM, but also a full-fledged ERP system. In it you can conduct customers, applications, sales, tasks, projects, warehouse, documents, finances, support and internal processes of the company.
The main advantage of ERPNext is flexibility. The system can be installed on your server, configured for the company’s business processes and developed gradually: first, CRM and applications, then integration with the site, Telegram, Kaspi, 1C and other services.
ERPNext, Bitrix24 or amoCRM – which to choose
Bitrix24 and amoCRM are often chosen for the standard sales department: leads, deals, calls, tasks and managerial work. But such CRMs usually have regular payment for the program, tariffs, users and additional features. That is, the business pays not only for the implementation, but also continues to pay for CRM as a service every month, six months or year.
ERPNext is suitable when a company needs not only CRM, but also a more flexible system. CRM for applications, CRM for business, tasks to engineers, projects, documents, reports, employee roles, warehouse, finance, site integration, Telegram, Kaspi and 1C.
The main difference between the ERPNext-based solution is that the system can be installed on your server or the company’s cloud server. The client pays for the implementation, configuration, revisions and support, and does not buy the annual rental of the CRM platform as a mandatory payment for the program itself.
Important: If you need a simple CRM just for calls and sales, consider Bitrix24 or amoCRM. If you need a system for your business processes, applications, engineers, documents, payment, reports and integrations – it is more profitable to consider ERPNext on a turnkey basis.
Geography of work
We provide CRM and ERPNext implementation, configuration and business-process automation in Astana, Almaty and other cities in Kazakhstan.
We work with clients in Astana, Almaty, Shymkent, Karaganda, Kokshetau, Aktobe, Atyrau, Pavlodar and other cities of Kazakhstan. Many CRM implementations can be done remotely.
FAQ: implementation of CRM and ERPNext
What is the turnkey implementation of CRM?
This is the configuration of the CRM system for real processes of the company: applications, customers, managers, tasks, statuses, reports, employee roles and execution control.
Is ERPNext CRM or ERP?
ERPNext includes CRM and ERP modules. In the system, you can conduct customers, applications, sales, tasks, projects, warehouse, documents, finances and business processes.
Is it possible to set up a CRM for my business?
Yes. We customize fields, statuses, roles, tasks, sales funnel, reports and notifications for your real work.
Is CRM suitable for applications and customers?
Yes. CRM is suitable for accounting for applications, customers, calls, tasks, statuses, responsible employees, sales, payments and repeated calls.
Is the CRM system suitable for the sales department?
Yes. The CRM system for the sales department helps to control leads, transactions, customers, managers, tasks, sales stages, delays and reports of the head.
How is ERPNext different from Bitrix24 and amoCRM?
Bitrix24 and amoCRM are more commonly used as CRM for sales. ERPNext can be used more broadly: applications, clients, tasks, engineers, projects, documents, warehouse, finance, reports and integrations in one system.
Do I need to pay for ERPNext every year as a Bitrix24 or amoCRM?
In an ERPNext-based solution, the client pays for implementation, configuration, server, revisions and support. There is no mandatory annual rental of the CRM platform as a separate tariff for the program. This is convenient for companies that want to control the system and develop it for themselves.
Is it possible to link a CRM to a WordPress site?
Yes. Applications from the site can be forwarded to the CRM so that the manager sees the new client and the task immediately.
Can CRM be integrated with Kaspi, Telegram, or 1C?
Yes, such integrations are possible. Usually, the basic CRM is first configured, then integrations with external services are added.
How much does it cost to implement CRM?
The cost depends on the number of employees, business processes, necessary modules, integrations and the amount of configuration. Simple setup is cheaper, full implementation with integrations is more expensive.
Is ERPNext suitable for small businesses?
Yes. ERPNext can be used as a small business CRM and gradually expand the system as the company grows.
Can I install ERPNext on my server?
Yes. ERPNext can be installed on a cloud or own server, configure domain, SSL, backup, and employee access.
Do you want to implement CRM in your company and stop losing applications, customers and tasks? Configure CRM and ERPNext turnkey: applications, clients, managers, engineers, payments, reports, notifications and integrations.
Astana • Almaty • Kazakhstan
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