Enterprise · CRM
Revenue and margin per deal — without switching tabs.
EFRION CRM shares one data layer with EFRION ERP. Managers see deal margin in real time. Forecasts are AI-generated, not gut-feel. No double entry between CRM and accounting.
1
Data layer shared by CRM and ERP
EFRION — product capability
1 click
Won deal → invoice in ERP
EFRION — product capability
$60
Core, per organization / month — the bill does not grow with the team
EFRION — pricing
Why CRM without ERP integration is incomplete
Most CRMs show revenue. They don't show margin. Managers optimize for revenue while finance worries about profitability — in separate systems, with separate data. Closing a deal in CRM means opening accounting software to create an invoice. Manual work for something that should be automatic.
Margin visible in every deal
COGS from ERP flows into CRM automatically. A deal card shows revenue, cost, and margin — the manager sees profitability before negotiating discounts.
Invoice in one click
A deal won in CRM generates an invoice in ERP with one action. No re-entry, no switching tools, no risk of mismatched amounts.
AI forecast vs gut-feel
EFRION AI analyzes historical close rates and activity patterns to generate a pipeline forecast. The gap between AI forecast and team estimate surfaces pipeline risk early.
What's included
- Unified customer card: contacts, deal history, documents, communications
- Configurable sales pipeline stages per team or methodology
- Multiple pipelines: new customers, upsell, renewals, partners
- AI probability scoring and deal alerts for inactive opportunities
- Forecast: plan vs actual vs AI-forecast by period
- Commercial documents from templates with ERP data
- Invoice created in CRM → auto-posts to ERP finance module
- P&L per sales manager: revenue + margin from ERP in real time
- Email tracking and calendar integration
- DMU (Decision-Making Unit) structure per account
How it compares to the market standard
| Status quo | EFRION |
|---|---|
| CRM and ERP are separate systems — every deal requires double entry | Single data layer: deal → invoice → delivery → P&L, no re-entry |
| Revenue visible in CRM, deal margin only in accounting reports a week later | Deal margin from ERP visible in real time on every CRM deal card |
| Sales forecast = gut-feel sum of pipeline stages | AI forecast from historical close rates and activity patterns — the gap to the team estimate flags pipeline risk early |
| Connecting CRM to ERP is a separate IT integration project | Native ERP integration included — no third-party middleware |
| Customer data is locked inside the vendor's system | Open API, full data export on demand at any time |
Pricing
Per organization / month. The bill does not grow with your team. Annual contract: −20%.
Core
$60
per organization / month
- ✓Contacts and companies
- ✓Sales pipeline
- ✓Tasks and reminders
- ✓Email support
Growth
$150
per organization / month
- ✓Everything in Core
- ✓Revenue forecasting
- ✓Native ERP integration
- ✓API access (read)
Scale
$350
per organization / month
- ✓Everything in Growth
- ✓Multiple pipelines
- ✓AI lead scoring
- ✓SLA 99.9% and a dedicated manager
EFRION AI add-on: from $20 / user / month. Contact us for a scoped quote.
Frequently asked questions
Does EFRION CRM integrate with EFRION ERP?
Yes, natively. A customer record updated in CRM reflects in ERP invoicing instantly. An invoice created in CRM posts to the financial module automatically — no double entry, no manual sync.
Can I see deal margin, not just revenue, in CRM?
Yes. Because CRM and ERP share one data layer, deal margin (revenue minus COGS from ERP) is visible directly in the CRM deal card. Sales managers see profitability, not just top-line numbers.
How does AI sales forecasting work?
EFRION AI analyzes historical close rates by deal stage, sales cycle duration, and activity patterns to generate a pipeline forecast. Deviation between AI forecast and manual forecast is a leading indicator of pipeline health.
How many sales pipelines can I configure?
Unlimited on Growth and Scale tiers. Common setups include separate pipelines for new customers, upsell, renewals, and partner deals — each with its own stages and probability weights.
Does CRM include email and calendar integration?
Yes. Emails sent from and received by sales reps are tracked and linked to deals and contacts automatically. Calendar sync is available for meeting scheduling and activity reminders.
Terms used on this page
- CRM
- Customer Relationship Management — управление отношениями с клиентами
- ERP
- Enterprise Resource Planning — система планирования ресурсов предприятия
- DSO
- Days Sales Outstanding — среднее время получения оплаты от клиентов
- NRR
- Net Revenue Retention — удержание и рост выручки от существующих клиентов
- LTV
- Lifetime Value — совокупная выручка от клиента за весь период
- CAC
- Customer Acquisition Cost — стоимость привлечения одного клиента
Works with the rest of EFRION
Activate module by module on one backend and shared master data. Each pairing removes a manual hand-off between systems.
Ready to see deal margin, not just revenue?
Available on request. Tell us your operation and we’ll scope access and an activation plan.