CRM & Sales

# CRM that lives inside your ERP.

Manage leads, opportunities, customers and sales pipeline — on the same database as your accounting, inventory and support. No nightly syncs. No CSV exports. One customer, one truth.

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One database
Mobile-first
Open API

## What HUEWINE CRM does

Manage your sales funnel and customer relationships without leaving the ERP.

### Lead Capture

Web forms, email parsing, phone calls and chat leads — all flow into a single lead inbox with auto-deduplication.

### Pipeline & Opportunities

Kanban-style sales pipeline with custom stages, weighted forecasts, win/loss reasons and team-level dashboards.

### Customer 360

One view of every customer: orders, invoices, support tickets, payments, conversation history and lifetime value.

### Quotes & Proposals

Build quotes from your real inventory and price book. Convert to invoice in one click — instantly visible in accounting.

### Email & Marketing

Send campaigns, segment contacts, run drip sequences and track opens/clicks — with full CAN-SPAM/DPDP compliance.

### Sales Analytics

Pipeline velocity, conversion rates, win/loss analysis, sales-rep leaderboards, forecasted revenue — all live, all real.

### Activity Management

Calls, meetings, tasks and notes attached to leads/opportunities. Mobile app for field-sales activity logging.

### Workflow Automation

Auto-assign leads, trigger follow-up tasks, escalate stalled opportunities — no-code builder.

### Integrations

Connect to email (Google/Outlook), VoIP, WhatsApp Business, marketing platforms and your existing tools via API.

## Why CRM-inside-ERP beats CRM bolted on

Most businesses run CRM and ERP as separate tools. Here's why HUEWINE merges them.

### CRM bolted onto ERP

- Two customer databases that fight to stay in sync
- Nightly batch jobs that fail at 2 AM
- "Quote in CRM, manually re-enter as invoice in ERP"
- Sales sees stale stock; finance sees stale orders
- Two subscriptions, two integrations, two support teams

### HUEWINE CRM-inside-ERP

- One customer record — updated in real time
- Quote → sales order → invoice in one click
- Sales sees live inventory; finance sees live pipeline
- Customer 360 includes orders, invoices, tickets, payments
- One subscription, one login, one support team

## How CRM connects to your ERP

Because every module shares one database, CRM data flows everywhere.

Accounting Won deals auto-invoice into the GL
Inventory Quotes show real-time stock
HRMS Sales-rep records and commissions
E-Commerce Online customers in one CRM
Retail POS In-store buyers join the CRM
Support Tickets attached to customer record

## HUEWINE CRM — FAQ

What is HUEWINE CRM?
HUEWINE CRM is the customer-relationship-management module of HUEWINE ERP. Leads, opportunities, sales pipeline, customers, contacts and quotes — sharing one database with accounting, inventory and support.
How is HUEWINE CRM different from HubSpot, Salesforce or Zoho CRM?
Standalone CRMs need integrations and sync jobs to your accounting and inventory. HUEWINE CRM shares the database — quote becomes invoice becomes stock movement becomes GL entry in one transaction.
Does it include marketing automation?
Yes — email campaigns, segmentation, drip sequences and landing-page tracking. For advanced multi-channel marketing, integrate via API.
Can I migrate from my existing CRM?
Yes. We support imports from HubSpot, Salesforce, Zoho CRM, Pipedrive and CSV. Migration is part of standard implementation; complex migrations may need the Standard implementation package.

## Stop syncing CRM with ERP. Unify them.

Book a 30-minute demo — we'll show you exactly how HUEWINE CRM eliminates the integration tax your sales and finance teams pay every day.

Book a CRM Demo