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Integration

CRM Software for Small Business – Dotbook ERP Customer Management Solution"

Dotbook ERP’s CRM software is designed for small businesses to easily manage leads, track customer interactions, and boost sales performance. With powerful tools for follow-ups, deal tracking, and communication, our CRM solution helps build stronger customer relationships and improve business efficiency through automation and insightful reporting — all in one place

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Over 100+ global clients

Effortless Accuracy and Efficiency in Customer Relationship management.

Achieve effortless accuracy and efficiency in customer relationship management with Dotbook ERP CRM. Streamline lead tracking, boost engagement, and grow your business with smart, automated CRM tools.

Clients – Gave Us a 5-Star Review with Smiles!
+ 50 %
Clients Rated Us 5 Stars with Outstanding Feedback
+ 60 %
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+88 0179 22 88 555

Centralized Customer Data

Easily access all customer information in one place, improving communication, service quality, and faster decision-making.

Automated Lead Management

Automatically capture, assign, and track leads to ensure no opportunity is missed and sales conversion rates increase.

Improved Customer Engagement

Schedule follow-ups, send reminders, and personalize communication to build stronger relationships and increase customer retention.

We strongly
identify your business growth

company values

All-in-One CRM Module in Dotbook ERP, Manage Leads & Customers Efficiently

Manage leads and customers efficiently with Dotbook ERP’s all-in-one CRM module, designed to streamline sales, follow-ups, and communication.

  • Easily access all customer information in one place
  • Automatically capture, assign, and track leads
  • Schedule follow-ups, send reminders
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Team D

DotBook ERP:
Inside the CRM Features & Benefits

The CRM Module in ERP software is a core component that automates financial processes, ensures compliance, and provides real-time insights into a company’s financial health.

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01

Lead Management

Track and manage leads from multiple sources, assign tasks, and monitor status in real time to improve conversions and ensure no sales opportunity is missed.

02

Customer Profiles

Create detailed customer profiles including contact info, purchase history, communication logs, and preferences, helping your team deliver personalized service and build long-term relationships.

03

Follow-up Reminders

Automated follow-up reminders ensure timely communication with leads and customers, boosting engagement and preventing lost sales due to missed opportunities.

04

Sales Pipeline Tracking

Visualize and manage the entire sales process with customizable pipelines, making it easy to monitor deal progress and forecast revenue accurately.

05

Email & SMS Integration

Send emails or SMS directly from the CRM, improving communication with clients while saving time and maintaining a professional workflow within the system.

06

Task and Activity Management

Assign, track, and prioritize tasks for your team related to customer handling, ensuring efficient time management and goal-oriented collaboration.

07

Customer Interaction History

View complete interaction history including calls, messages, and notes, allowing your team to deliver consistent and informed service across every touchpoint.

08

Reports & Analytics

Get detailed insights into lead sources, conversion rates, and sales team performance through advanced reporting tools, helping in data-driven decision-making.

09

Role-Based Access Control

Ensure data security by assigning specific access roles to team members, allowing controlled visibility of customer information and actions within the CRM

Worked with world’s famous brands and partners

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Accountant
ASBRM (ASBRM Steel (BD) Limited)
CFO
RABS Lubricants (Ittiba International Limited)

Frequently asked questions

Explore answers for common questions off begin gain clarity on everything you need a knowing about our services offerings.

What is DotBook ERP's Accounting Module?

DotBook ERP’s Accounting Module is a fully integrated financial management solution that automates bookkeeping, invoicing, expense tracking, profit/loss reporting, VAT, and more—designed for small to medium-sized businesses.

Our accounting module is ideal for:

  • Retailers
  • Distributors
  • Service providers
  • Manufacturers
  • Multi-branch businesses
    It’s user-friendly and requires no prior accounting knowledge.

Yes. DotBook ERP allows you to manage accounting for multiple locations and currencies from a single platform.

Yes. DotBook ERP automates invoice generation, recurring billing, and printable receipts with company branding and tax breakdowns.

Absolutely. DotBook ERP is designed to comply with NBR regulations, including VAT, tax calculations, and audit trail maintenance.

Yes. DotBook ERP provides real-time financial dashboards, daily sales summaries, and detailed reports to monitor profitability and cash flow

Yes. The accounting system is fully integrated with sales, purchases, inventory, HRM, asset management, and more—ensuring automated entries and eliminating data duplication.

You can track customer dues, supplier payments, due dates, and automate reminders for collections or bills.

24/7 Support—Always Here for You

Our dedicated support team is available around the clock to assist you—anytime, anywhere. Whether you’re facing a technical issue, need a quick answer, or want guidance using DotBook ERP, we’re here to make your experience smooth and stress-free.


With expert help available 24/7, you can count on timely support—no matter your time zone or business hours.

🏆 Award-Winning ERP

DotBook ERP is proud to be recognized as an award-winning solution, trusted by businesses for its innovation, reliability, and user-friendly design.

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support

Michelle Williams

Support Specialist

Have more questions?

Can’t find the answer you’re looking for? Please chat to our friendly support team that is interested.
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Partners

Proud to
Partner with Industry Leaders

We’re proud to collaborate with industry-leading brands that trust DotBook ERP to streamline operations, boost efficiency, and drive business success.

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Feel free to reach out if you want to collaborate with us, or simply have a chat.

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Dhaka-1230, Bangladesh

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