CRM | Sales Process
03: CRM | Sales process
Customer Management | Sales Enquiries. Compare the processes, functions, vertical-solution coverage and software required for this business area.
Business Area coverageCustomers Management | Sales Enquiries
5business processes
22listed functions
4vertical solutions
Structured customer and sales management
Turn relationships into a clear sales process.
Business Area 03 organises customer records, addresses, enquiries and sales activities so teams can consistently manage opportunities from first contact onward.
Included functions vary by vertical solution. Use the comparison below to see the exact coverage for each brand.
Processes and functions
Explore what is included.
Function
ZERP
Builders Excellence
BILLIO Professional
MAW Extensions
ZERPBuilders ExcellenceBILLIO ProfessionalMAW Extensions
01
Customer records and data
Customer records and data
Client Record Management (CRM)
✓
✓
✓
✓
Link Parent and Billing Accounts
✓
✓
✓
✓
Data Enrichment using AI
✓
✓
✓
✓
Client and Contact Groups
✓
✓
✓
✓
02
Address and location management
Address and location management
Google Address and Map Integration
✓
✓
✓
✓
Multi-Site Location Management
✓
✓
—
—
Property Portfolio Management
✓
✓
—
—
03
Sales enquiry pipeline
Sales enquiry pipeline
Sales Enquiries Linked to Business Entities
✓
✓
✓
✓
Using Sales Enquiry Attributes
✓
✓
✓
✓
Using Sales Enquiry Tender Groups
—
✓
—
—
Deleting Invalid Enquiries
✓
✓
✓
✓
04
Create sales enquiries
Create sales enquiries
Create Sales Enquiries
✓
✓
✓
✓
Clone Sales Enquiries for Repeat Business
✓
✓
✓
✓
Enquiry Import Tool
✓
✓
✓
✓
Integration to realestate.com.au
—
✓
—
—
Integration to Domain.com.au
—
✓
—
—
Integration to Domain.com.au
—
✓
—
—
05
Blueprints for sales process
Blueprints for sales process
Sales Pipeline and Tracking
✓
✓
✓
✓
Blueprints for Structured Sales Process
✓
✓
✓
✓
Digital Prefilled Discovery Forms
✓
✓
✓
✓
Forms Prefilled with Existing Data
✓
✓
✓
✓
Zoho Sign Integration
✓
✓
✓
✓