# CRM | Customer Relationship Management in Your ERP > CRM — a sales workspace deeply integrated with Edara ERP, powered by AI to analyze your customers and deliver sales recommendations grounded in real data. Source: https://getedara.com/extensions/crm.en.html Edara Extensions · CRM # CRM — sales software that knows your customers from real data **A sales workspace deeply integrated with Edara ERP.** No separate CRM, no duplicate data entry — deals, customers, and products sync automatically, and every sales decision is grounded in real purchase history instead of guesswork. [Request a Demo →](https://getedara.com/request-demo.en.html) [Explore Features](https://getedara.com/extensions/crm.en.html#features) ✓ Automatic sync with Edara • ✓ AI summaries for your customers • ✓ Bilingual: Arabic / English Today Connected to Edara Open Pipeline 428,000 Won Deals 34 ↑ This month Weighted Value 261,500 Win Rate 42% Needs Your Attention Today N Follow up on quote — Nile Trading Co. Deal worth EGP 42,000 Overdue A Onboarding call — Alfa Distribution Co. New lead from website form Due Today ## When your CRM works apart from your accounting system, you lose more than you gain Traditional CRM systems operate separately from your real sales and inventory data, forcing you to enter the same information twice while your sales team works on impressions instead of accurate numbers — this is where CRM comes in. Without a CRM integrated with Edara Duplicate customer data Manually recording the same customer and product in two separate systems, risking conflicting data. No real purchase history Your sales team doesn't know a customer's true value or their latest orders from the accounting system. Manual back-and-forth between systems Switching between the CRM and Edara every time to check an order or invoice status. Decisions based on guesswork No alert when a customer is about to stop buying, and no way to spot missed sales opportunities. With CRM 1 Automatic customer & product sync Pulled directly from Edara — no repeated manual entry. 2 Every deal linked to its actual sales order Pipeline record and Edara document, side by side on the same deal. 3 Automatic behavior-based segmentation Segments built on real purchase data from Edara, not guesswork. 4 Daily AI recommendations A ready list of customers who deserve follow-up now, with the reasoning behind each one. One sales system, connected directly to your real data Deals, customers, and products — all from the same source, with no duplication and no guesswork. ## Everything your sales team needs, in one place From the first touch with a lead to invoice collection, on the same data as your accounting system — no parallel system that needs separate upkeep. One workspace for every deal, customer, and sales activity. 1 The Today screen — your real to-do list The Today screen brings due tasks, at-risk deals, and recently won deals together in one place to start your day — a ready action list, not a report that needs explaining. 2 A pipeline with three views Kanban for daily follow-up and moving deals between stages, a sortable list view for bulk actions, and a weekly calendar by expected close date for forecasting. The system remembers the last view you used on each device. 3 AI summary for every customer In one click, get an instant summary of a customer's sales trends, how they compare to similar customers, their top products, and any unusual pattern worth your attention — based on actual sales orders in Edara. Summaries are AI-generated, so review key details before acting on them. 4 Automatic segmentation by purchase behavior The system automatically segments your customers — Champions, At Risk, Dormant, and more — based on the recency, frequency, and value of their actual purchases in Edara, with a suggested action for each segment. 5 Revenue Actions Center A ranked list of customers who deserve follow-up now — whether it's an overdue reorder, declining revenue, or an opportunity to sell a new product — with the evidence behind each recommendation, and the ability to assign it to yourself or schedule a follow-up activity without leaving the screen. 6 Quotes ready to send Create a PDF quote with real product images from the Edara catalog in minutes, share it with a public link by email or WhatsApp Business, and track its status from sent to accepted. 7 No-code workflow automation Start from a ready-made template or build your own rule — send a notification when a new lead arrives, update a field, or remind an account owner before a renewal date. Rules run automatically when records change or on a schedule you set. 8 Web forms to capture leads Collect leads directly from your website through an embeddable form, and convert them with one click, once qualified, into a linked contact, organization, and deal. All of this in one multi-user workspace, with separate roles and permissions for every member of your team. **Sales teams using CRM** follow real customers with real numbers, instead of importing and exporting data between two systems. [Book a Demo →](https://getedara.com/request-demo.en.html) [Explore the User Guide →](https://crm.edara.io/help.html?lang=en#getting-started) ## Why is Edara your best choice? 🛠️ System-Building Expertise Years of experience help us evaluate every requirement before building it — so we develop what improves your workflow and keeps it connected, without added complexity. 🚀 Rapid Business Evolution Always up to date — you'll always get the latest version automatically, with no manual intervention or version compatibility issues. 📱 Works on Any Device Runs on every type of device regardless of operating system — mobile, tablet, or computer. 📈 Scalability Grows to match your needs — however much your business grows, or your branches and customers increase, Edara handles it all with ease. 💰 Economical Cost A cloud application — no need to buy or maintain the software itself. You only pay a subscription for what you use, with no hidden costs. 🔒 Security Advanced cloud infrastructure with full data-transfer encryption and integrated risk management to protect your organization's data. 🎧 Technical Support Free technical support — reach out by phone or email whenever you run into an issue. 🖥️ Easy-to-Use Interface No need for deep technical knowledge of CRM or complex ERP systems to work with any of the system's applications. ## Try CRM and see how it works with your real data. [Request a Demo →](https://getedara.com/request-demo.en.html) ## Frequently Asked Questions Yes, CRM is built to run alongside Edara ERP with a single sign-on. Customer and product data syncs automatically from Edara, and any deal can be linked to the actual sales order it produced. Most users sign in with their existing Edara account. Sales reps, however, are invited by email and set their own password, without needing an Edara account. CRM analyzes each customer's actual purchasing behavior based on Edara data: order recency, frequency, and value. It then automatically segments customers into groups such as Champions, At Risk, and Dormant, with a suggested action for each segment. Yes, it's a multi-user workspace with separate roles and teams. Each user sees only the lists and records they have access to. Yes, you can create a PDF quote with real product images from the Edara catalog and share it with a public link by email or WhatsApp Business, and track its status. Yes, the interface is fully responsive on mobile and tablet from the browser, with a slide-in sidebar and a bottom navigation bar for the most-used screens. ## Ready to give your sales team a real view of your customers? From the first deal to collection, CRM runs on the same data as your accounting system — no duplicate entry, no guesswork. [Contact Us Now →](https://getedara.com/request-demo.en.html) [Explore the User Guide →](https://crm.edara.io/help.html?lang=en#getting-started)