Help Center/Getting Started/Welcome to ERPnBox

Welcome to ERPnBox

ERPnBox is a modular, multi-tenant ERP platform designed for businesses of all sizes. Starting with a powerful CRM, it extends to HRMS, automation, analytics, and beyond — all customizable without writing a single line of code.

ERPnBox Dashboard

What You Can Do with ERPnBox

Manage Your Pipeline

Track leads, contacts, accounts, and deals through customizable stages.

Automate Workflows

Set up rules that trigger actions automatically when conditions are met.

Analyze Performance

Build dashboards with KPIs, charts, and real-time analytics.

Customize Everything

Create custom modules, fields, layouts, and validation rules.

Manage Your Team

Handle attendance, shifts, leave, and payroll in one place.

Run Your Finances

Invoices, bills, banking, and double-entry accounting — built in.

Ask the AI

A built-in AI assistant that answers from your data and takes action.

Integrate & Extend

Connect via API, webhooks, and the app marketplace.

How This Guide Is Organized

This guide is organized by feature area. Use the sidebar to navigate to any topic. Each section includes step-by-step instructions, screenshots, and tips to help you get the most out of ERPnBox.

New to ERPnBox? Start with the Getting Started section to set up your account, then explore the CRM section to learn the core features.

Need more help? Contact support@erpnbox.com · API Documentation