Does the Third Parties module integrate clients with the full ERP?

Yes. The Third Parties module centralizes clients, vendors and employees in a single base shared across all modules: purchasing, sales, payroll and accounting.

Can quotes be created from the CRM with ERP prices?

Yes. Quotes pull prices directly from the ERP, with discount control by approval level. They convert to sales orders with a single click.

Does it have visit tracking for the sales force?

Yes. The Sales Force module allows you to log visits, schedule activities and track sales reps with effectiveness indicators.

SERPI Sales CRMCloud-native AWS

Connect your sales team with the full ERP in real time

Integrate client, vendor and employee data from every ERP process in a simple, centralized way.

From contact to collection — all in one system.

Real-time pipeline
Third-party management
Integrated quotes
Sales force
Commercial reports

Request CRM Demo View modules

Without Serpi CRM

Commercial processes limiting your growth

Customer data scattered across spreadsheets and emails
No real-time visibility of the sales pipeline
Manual quotes without price control or approvals
Sales force disconnected from the ERP
Difficulty measuring commercial team performance

With Serpi CRM

Connected, efficient commercial management

✓
Unified real-time sales pipeline
✓
Centralized base: clients, vendors and employees
✓
ERP-controlled quotes with price and discount approval
✓
Integrated flow: CRM → Order → Dispatch → DIAN Invoice
✓
Real-time commercial performance dashboards
✓
Price list management by client and channel

When your sales team and ERP speak the same language, sales scale

Commercial CRM Ecosystem

7 integrated modules for the full commercial cycle

Click a module to see details

Sales Pipeline

Third-Party Management

Quotes

Sales Force

Sales Orders

Price Lists

Commercial Reports

Why trust Serpi

Transforming Colombian companies

We are the 100% Colombian ERP with the longest track record in manufacturing, payroll and business processes.

10+

Years of experience

Transforming Colombian companies

200+

Users trust Serpi

Across Colombia

10+

Integrated modules

100% cloud ERP

99.9%

AWS Uptime

Cloud-native and secure

World-class technology

Cloud Partner

Electronic Payroll

DIAN Certified

10+

Years of experience

In the Colombian market

Led by ERP and business process experts

Luis Carlos Valencia

Commercial Director

📧 lvalencia@serpi.com.co | 🌐 www.serpisoluciones.com

FAQ about Serpi CRM

Ready to connect your sales team with the ERP?

Request Free Demo