Coale-CRM — ERPNext Sales Pipeline & CRM
AI-powered sales pipeline management
A modern CRM built on Frappe with AI sales agents, multi-channel lead capture, visual deal pipeline, and deep ERPNext integration. Includes automated follow-ups, territory management, and real-time analytics.
What's inside
AI Sales Agent
Automated lead qualification, smart responses, and conversation intelligence. Let AI handle the first touch so your team focuses on closing.
Multi-Channel Lead Capture
WhatsApp, Meta, TikTok, LinkedIn, Google Ads -- all in one inbox. Capture leads from every channel without switching tools.
Deal Pipeline
Visual kanban board with status tracking, win/loss analysis, and forecasting. See your entire pipeline at a glance and predict revenue.
SLA Management
Service level agreements with priority-based response times and escalation rules. Never miss a follow-up deadline again.
ERPNext Sync
Bi-directional sync of leads, contacts, deals, and quotations. Your CRM and ERP stay perfectly aligned without manual data entry.
Workflow Automation
Rule-based actions, auto-assignments, notifications, and escalations. Build the sales process once and let it run automatically.
Coale-Insights
Coale-POS
Coale-Audit
How businesses use Coale-CRM
B2B Sales Teams
Enterprise sales teams across East Africa use Coale-CRM to manage complex deal cycles with multiple stakeholders. The visual pipeline and SLA management ensure no opportunity falls through the cracks.
- • Visual kanban pipeline with win/loss analysis
- • Automated follow-up reminders and escalations
- • Territory-based lead assignment
Real Estate Agencies
Property agencies capture enquiries from multiple listing sites and social media. Coale-CRM consolidates all leads into one inbox and tracks each prospect from first viewing to signed contract.
- • Multi-channel lead capture from property portals
- • AI-powered lead scoring and qualification
- • Deal stage tracking with revenue forecasting
Automotive Dealerships
Car dealerships receive enquiries via WhatsApp, walk-ins, and social media ads. The AI sales agent handles initial responses instantly while sales reps focus on test drives and negotiations.
- • WhatsApp-first communication with auto-replies
- • Vehicle interest tracking per prospect
- • Quotation generation synced to ERPNext
SaaS Companies
Software companies use Coale-CRM to track trial signups, demo requests, and upsell opportunities. Workflow automation moves leads through the funnel without manual intervention.
- • Automated drip sequences and task creation
- • Pipeline forecasting with conversion analytics
- • Integration with billing via ERPNext
Works with the CoaleTech ecosystem
Connect with other products for a unified business platform.
Coale-POS
Link retail customers to CRM contacts for cross-channel sales insights and repeat purchase tracking.
Coale-Insights
Build custom dashboards on pipeline velocity, conversion rates, and sales team performance.
Coale-Audit
Audit deal approvals, discount authorisations, and sales process compliance.
Frequently asked questions
What channels does Coale-CRM capture leads from?
Coale-CRM captures leads from WhatsApp, Meta (Facebook and Instagram), TikTok, LinkedIn, Google Ads, web forms, and email -- all into a single unified inbox so your sales team never misses an enquiry.
How does the AI sales agent work?
The AI sales agent automatically qualifies incoming leads, sends smart initial responses, and scores prospects based on engagement. It handles the first touch so your team can focus on closing deals rather than chasing cold leads.
Does Coale-CRM integrate with ERPNext?
Yes. Coale-CRM provides bi-directional sync with ERPNext for leads, contacts, deals, and quotations. When a deal closes in the CRM, the sales order is created automatically in ERPNext with zero manual data entry.
Can I automate follow-ups and task assignments?
Absolutely. Coale-CRM includes workflow automation with rule-based actions, auto-assignments, SLA-based escalations, and notification triggers. Build your sales process once and let the system enforce it consistently.
Is Coale-CRM suitable for B2B sales teams in Africa?
Coale-CRM is built for African sales teams. It supports territory management, multi-currency deals, WhatsApp-first communication, and works reliably on slower connections common across the continent.
Ready to get started with Coale-CRM?
Close more deals with AI-powered lead management built for African sales teams.