CS
EN
CRM and sales
Customers, contacts and sales opportunities in one place.
One system for sales, operations and billing
Lead / ticket→task / order→work / product / recurring fee→invoice / costs / commissions
Erpena brings customers, jobs, team work and billing together. Completed work, products and recurring fees are automatically priced according to your rules and turned into invoice items, costs and commissions.
Customer requests
Products, price lists and discounts
Timeline
Costs and commissions
Billing
How Erpena helps in practice
See how Erpena handles real situations in day-to-day business operations.
The right price for every customer
Erpena applies the right price based on the customer, project, product, discount and period. Completed work is automatically priced using the rules currently in effect.
Customer
Avatech s.r.o.
Project
Team training
Product
Workshop Premium
Discount
25 %
Period
1 Jan 2026 – 31 Mar 2026
Pricing rules
- Customer-specific pricing
- Project-specific pricing
- Discounts and promotions
- Validity period
Correct price
€1,000
excl. VAT
Outputs prepared automatically
Invoice item
ready
Cost
calculated
Commission
calculated
Billing ready at the end of the period
Costs and commissions from the same source data
Customers submit requests themselves
Jobs and team work under control
Features for running your whole business
From CRM and sales through projects, tasks and customer support to pricing, billing and finance. Start with only the areas you need right now.
Projects and tasks
Plan jobs, delegate work and track deadlines, responsibilities and actual progress.
Customer support
Receive and resolve customer requests with clear ownership and links to follow-up work.
Products and pricing
Manage products, recurring fees and individual pricing rules for customers and projects.
Billing and invoicing
Continuously prepare billing data from completed work, products and recurring fees.
Finance and management
Track costs, commissions, payments and the financial context of jobs in one place.
And more:
View all features
Inventory
Resource reservations
Contracts
Notifications
API
Integrations
What Erpena brings to your role
Everyone in the company works with different information. Erpena shows each person exactly what they need for their work and decisions.
Your business under control
At a glance, you can see how the company is doing – the status of jobs and projects, team capacity, and what is being handled or falling behind.
Know where to step in
Quickly see where work is slowing down, what is inefficient, and which jobs or areas of the business need your attention.
Less routine, lower costs
Automating routine steps saves your team's time, reduces unnecessary administration and helps you use company capacity more efficiently.
No surprises in your finances
See what the company is earning, what is waiting to be billed, who owes you money, what costs are being incurred and what to expect in cash flow.
Your business at hand, anywhere
Keep important information at hand in the office and on the go. From your computer or mobile, you always know what is happening in the company.
Flexibility for key customers
Offer key customers their own prices, discounts or terms for specific projects without making work more complicated for everyone else.
From project plan to delivery
Project planning is directly connected to orders, tasks and work actually completed. You see not only the plan, but what is really happening on the project.
Less manual work allocation
Tasks can be created and assigned using rules and templates. The team receives work according to the defined process, so you do not have to distribute everything manually.
Project budget and performance as you go
Project financials are continuously calculated from real data. You have a clear view of costs, revenue and how the project is performing.
Costs and commissions calculated automatically
Costs for completed work and related commissions are evaluated automatically according to your configured rules.
Completed work under control
See who worked on the project, how much time they logged and on which tasks. Easily compare the plan with reality.
More room to negotiate
Set custom prices and discounts for a specific project. You have more flexibility to tailor an offer to the customer while keeping pricing rules under control.
Sales opportunities under control
See all sales opportunities and their status clearly. Configure the sales process to match how your company actually sells.
Contacts always at hand
Keep contacts, activity history and important customer information available on desktop and mobile, whether you are in the office or on the road.
A stronger negotiating position
Flexible price lists, customer-specific pricing and discounts give you more room to prepare an offer that fits each deal.
Never miss a follow-up
Set reminders and next steps for sales opportunities so you never miss a promised call, meeting or important deadline.
Version your quotes safely
Prepare multiple versions of a quote for the same customer and keep track of what changed and which version is current.
From sale straight to delivery
Once the customer accepts the quote, turn the deal into an order in one step and pass it on for delivery without re-entering data.
The whole customer on one screen
When speaking with a customer, you have their details, activity history, requests, orders and other context available in one place.
Capture requests quickly
Create a new request or order in moments and send it straight to the right person or team for further handling.
Know who's calling right away
Erpena can connect to your phone system, so an incoming call can immediately open the customer's record and history.
Know who you're talking to
See the customer's previous turnover, activity and financial history. You have the context you need immediately during the conversation.
Current status and full history
See active orders as well as the history of previous cases, so you can quickly tell the customer what is happening now and what was handled before.
A service desk that fits your operation
Organize customer support around your current needs – from an overview of requests to distributing them among individual team members.
Invoices build up automatically
Invoice items are created as jobs are actually completed. At the end of the period, you do not have to search again for what needs to be billed.
Bulk billing without collecting source data
Configure billing periods to match your business and, at the end of the cycle, review and process prepared invoices in bulk.
Billing cycles by customer
Assign individual customers to different billing periods depending on when and how often they need to be invoiced.
Into accounting in one step
Export completed invoices and other required data to your accounting system without additional manual re-entry.
Everything under control before sending
Before issuing or sending invoices in bulk, review a control overview and quickly find any items that need attention.
Payments matched automatically
Payments imported from the bank are automatically matched to issued invoices, so you can quickly see what is paid and what is still outstanding.
Always know what's next
Clearly see what you need to do, in what order and by when. If needed, hand a task over to a colleague without losing context.
All communication with the request
See the full history of customer communication and problem resolution directly on the ticket, without searching through emails or other tools.
Work reports without unnecessary typing
Log completed work directly from finished tasks. Time reporting stays connected to the work you actually carried out.
Know what's at the customer site
Access the customer's inventory and related information, so during a service visit you know exactly which equipment or product you are working with.
Your work at hand in the field
Tasks, customers and important information are available on desktop and in the mobile app, so you have them at hand outside the office too.
See only what you need
Permissions can be configured by role and responsibility, so the system shows you only the information and functions you actually need for your work.
Clear work assignments
Clearly see what needs to be done and by when. If necessary, pass a task to a colleague and keep all the information with it.
Log completed work quickly
Reporting completed work is simple and linked directly to the task, so you do not have to re-enter what you worked on.
An interface that fits your job
The user interface can be tailored to a specific profession, keeping important information and actions easy to access while unnecessary elements stay out of the way.
Work goes to the right people
Roles and assignment rules help route tasks to people with the right skills who can actually resolve them.
Integrations
Erpena fits into your operations
Connect Erpena with the tools and services your company already uses. Choose from ready-made integrations or use the standard API for your own connections.
Google Calendar
Email
Banks
Accounting systems
API
Custom integrations
Ready-made integrations
Standard API
Custom connections
FAQ
Frequently asked questions before implementing Erpena
Is Erpena a CRM?
Yes. Erpena includes CRM for managing customers, contacts, activities, sales opportunities and other customer-related work. Its main focus is connecting sales with business operations and the subsequent processing of jobs and orders. It is not primarily designed for managing marketing campaigns.
Is Erpena an ERP system?
Yes. Erpena is an ERP system focused on connecting sales, operations and billing. It helps automate routine administration, manage jobs and team work, and flexibly price work, products and services all the way through to final billing.
Do we have to start using the whole system at once?
No. You can start with only the areas you currently need, such as CRM, tasks or customer support, and add other parts of the system gradually as your company's needs evolve.
What types of companies is Erpena suitable for?
Primarily small and medium-sized companies that want customers, jobs, team work and billing in one system. It is especially valuable where pricing and billing need to be automated or where different customers require individual prices and terms.
How long does implementation take?
You can start using the standard version of the system almost immediately. For solutions with custom modifications, the timeline depends on their scope and complexity. Larger implementations typically take around 2 to 6 months.
Can Erpena be adapted to our processes?
Yes. Many processes, rules, prices, permissions and workflows can be configured directly in the system. If the standard options are not enough, larger deployments can also include custom modifications tailored to your company's specific needs.
Mobile app
Erpena on the go
Customers, tasks, requests and important information are also available in the mobile app. You can work from the office, at a customer's site or out in the field.
Tasks and jobs
Customers and tickets
Information anywhere
See how Erpena can work in your company
We will show you the system using the specific processes your company handles every day.