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Features

A closer look at what ERPnBox does — what each feature is, why it matters, who it helps, and how to set it up.

An operations lead asking the ERPnBox AI Assistant a question and receiving a chart in the reply.

AI Assistant: The Agent That Reads Your Business Back to You

Ask your business a question in plain language and get the record, the number, or the chart back. ERPnBox's in-app AI Assistant works on your live data, inside each person's permissions.

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An operations lead typing a plain-language description into ERPnBox while the system drafts a matching configuration proposal

AI Builder: describe what you want, and it builds your system

Most business software makes you learn it before it works for you. AI Builder flips that. You describe the way you run your business in your own words, and it proposes the fields, rules and automations to match — ready the moment you press Apply.

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A discount request moving through three approval stages toward a green approved stamp

Approval Processes: Sign-off That Runs Itself

Turn the chase for a signature into a rule. ERPnBox routes any record through the right people, in the right order, and holds it steady until they decide.

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An operations lead watching incoming leads route automatically to a team on a wall display

Assignment Rules: Auto-Routing Leads and Records to the Right Person

Auto-route every lead, ticket, and record to the right person the moment it arrives — four fair routing modes, availability schedules, off-hours queueing, and capacity caps, all set up in minutes.

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A visual process flow on a canvas connecting trigger, branch, wait and approval nodes in emerald and slate

Blueprints: draw how work moves, and watch it run

Every business has a way work is supposed to move. Blueprints let you draw that path once, on a visual canvas, and then it runs itself on every record so the good process is the only process.

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A grid of visual record cards, each showing a photo, title, price, and status tag, arranged like a catalog

Card View Layouts: See Your Records the Way You'd Show Them Off

A spreadsheet row tells you a record exists. A card tells you whether it's the one you want. ERPnBox card view layouts let you design how each record looks, so browsing feels like a catalog, not a database.

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An editorial illustration of a bank building linked by a clean line to a ledger, in emerald green and slate grey

How to Connect Your Bank Account to Your Accounting

Live bank feeds bring every transaction into your ledger automatically — no more typing statements. Here is what it is, who it helps, how to switch it on, and the one honest limit worth knowing.

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An abstract illustration of records being narrowed by stacked filter conditions into a single precise answer.

Advanced Search Operators: How to Ask Your CRM a Precise Question

A search box finds a name. Operators find an answer. Here is how contains, is empty, ranges, in-list, and owner or date filters turn a pile of records into a precise question you can save and reuse.

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A sales team gathered around a screen, comfortably using their CRM together

The CRM That People Actually Use

The number one reason CRMs fail isn't features. It's that people stop logging in. Here's how the right add flow, inline edits, reminders, tabs, and views turn a database into a daily habit.

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Many small record cards flowing through a single funnel and emerging changed together

CRM Bulk Actions: Change Hundreds of Records in One Move

A rep leaves. A segment needs re-tagging. Two thousand leads sit on the wrong owner. Handling those one record at a time is a lost afternoon. Bulk actions let you select the set, change one thing, and move on.

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A single calendar grid holding many kinds of coloured markers, standing in for a scattered pile of separate schedules

The CRM Calendar View: Every Date You Own, on One Page

Your tasks live in one place, your meetings in another, and your deal deadlines somewhere you forgot. The calendar view pulls every date-bearing record onto one screen — so your week is visible before it surprises you.

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A month calendar grid where CRM records sit on their due dates like appointments

The Calendar View: Your Records, Laid Out by Date

A list tells you what exists. A calendar tells you when. See activities, deals by their close date, and bookings on a month or week grid — and stop discovering deadlines the day they pass.

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CRM records arranged as a grid of visual cards, each with a photo and a few key fields, replacing a plain spreadsheet

Card View: Your Records, Seen the Way You Picture Them

Some records live in a picture, not a row. Card view lays every record out as a visual card — image plus the fields that matter — so browsing properties, products, and people finally feels like looking, not reading.

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Seven chart shapes arranged around a single list of records, each answering a different question

Chart Types and Grouping: Reading Your CRM Data at a Glance

Seven chart types, one group-by field, and a choice between counting records or summing a number. That is the whole grammar for turning a list into an answer.

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A CRM record list quietly reshaping itself into a bar and pie chart

The Chart View: Answer the Question Without Building a Report

Sometimes a table makes you count rows by hand. Switch a module to Chart view and the answer draws itself — bar, line, or pie, counted or summed by any field, grouped, straight from the list.

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A single CRM record laid out as tidy columns of grouped fields with related lists alongside

The Detail View: One Record, Read in Columns

A form makes you fill things in. A detail page lets you read them. See how the ERPnBox record page groups fields into columns and puts every note, task, and file beside them.

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Two identical customer cards merging into a single clean record

The Duplicate Manager: One Customer, One Record

Two records for the same customer split the history and double the outreach. The Duplicate Manager finds them with rules you set, flags them, and can stop the copy before it's ever saved.

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A single field on a record casting a chronological trail of its past values behind it

Field History: The Answer to "Who Moved This Deal?"

Values change. People forget. Field history remembers — who touched a field, the old value, the new one, and the moment it happened.

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A long CRM record list narrowing through filter rules into a short saved view

CRM Filters and Saved Views: Build a List Once, Reuse It Daily

Filter any module by field, operator and value — with friendly owner, date and picklist controls — then save it as a named view you open in one click every morning.

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A single deal card surrounded by quiet signal lines reaching several people who chose to watch it

Following Records: Watch the Deals That Matter

Following a record turns "any update on that account?" into a notification that finds you. Here's how watchers keep managers and collaborators informed without a single status meeting.

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A single search box radiating connections to many record cards across different CRM modules

Global Search: Find Any Record From One Box

Stop scrolling lists to find a customer. One search box reaches across every module in ERPnBox — contacts, deals, tasks, and more — and puts the record in front of you.

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A single record raised above a grid of smaller records, lit like a spotlight on a stage

The Hero View: When One Record Deserves the Spotlight

Most CRM views treat every record the same — a row in a grid. The Hero view does the opposite: it leads with one record and its headline fields, then arranges the supporting detail around it. Here's what it's best for and how to set it up.

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A spreadsheet flowing into a clean CRM database through a filter that catches duplicate rows

Import Thousands of Records Without Doubling Your Database

Import is where duplicates are born — one spreadsheet, ten thousand rows, no memory of who already exists. Here's how to import into ERPnBox with duplicate checking on, so the database stays clean from the first row.

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A single CRM list cell being edited in place, the rest of the table staying still around it

Inline Editing: Change a CRM Field Without Opening a Form

Click a cell, type the new value, press Enter. Inline editing turns daily CRM upkeep from a chore into a reflex — and keeps your data honest.

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A sales pipeline shown as columns of cards, with one card mid-move between two stages

The Kanban View: Your Pipeline as a Board You Can Move

A list tells you a deal exists. A board tells you where it is stuck. Here is how the Kanban view in ERPnBox turns a column of rows into a pipeline you can read at a glance and move with a drag.

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A clean spreadsheet-style grid of CRM records with sortable columns, illustrating the List view

The List View: Your Records as a Grid You Can Actually Work

A plain, sortable grid where every row is a record and every column is a field you chose. Meet the List view — for scanning many records, working in bulk, and saving the setup you use every day.

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A phone conversation resolving into a durable, shared timeline on a CRM record

Logging Calls: Turn Every Conversation Into Shared History

A call you don't log is a conversation the team can't see. Here's how logging calls against a record keeps outcomes, notes, and follow-ups where everyone can find them.

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A funnel narrowing a wide crowd of records into one tidy segment, then a single arrow reaching all of them at once

Filter, Then Act: Sending a Mass Email From a View

A saved filter isn't just a way to read your data — it's a way to move it. Select a segment from a view and send the whole set a campaign email, or run activities across it, in one pass.

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A calendar and a customer record connected by a single thread, showing a scheduled meeting with attendees

Meetings and Events, Kept Where the Deal Lives

A meeting scheduled off to the side is a meeting half-forgotten. In ERPnBox you book it against the record itself, with attendees and reminders, and watch it land on the calendar.

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Two overlapping record cards merging into one card that keeps both stacks of history

Merge Rules: How to Combine Two Records Without Losing a Thing

Merging duplicates should join two histories, not delete one. Here's how a merge picks the survivor, keeps the activities, notes and attachments from both records, and why the review step is the part that saves you.

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A single lead record protected by search, filters, and duplicate detection converging on it

Never Lose a Lead Again: Search, Saved Filters, and the Duplicate Manager Working Together

Leads slip away when a record is buried, duplicated, or forgotten. Here's how ERPnBox global search, saved filters, and the duplicate manager close all three gaps at once.

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A single clear bell rising above a muted crowd of silenced ones, representing selective, rule-driven notifications

CRM Notifications: The Team Hears What Matters, Not Everything

A record lands on your plate. A task comes due. Someone types your name. ERPnBox tells the right person at the right moment — through rules you set, not code you write — so a fast team stays fast without drowning in pings.

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A light, fast add panel lifting away from a heavy paper form, symbolizing frictionless record capture

The Add Experience: Why Fast Capture Makes a CRM Actually Get Used

Adding a record, task, or note in ERPnBox is a quick, modern action, not a heavy form. Here's the design thinking, and why lighter capture is the difference between a CRM that lives and one that gathers dust.

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A single card that gathers a record's key facts, recent activity, and open tasks into one calm briefing panel

The Record Summary Tab: Briefed Before You Blink

Open a record and you're already caught up. The summary tab pulls the key fields, the recent activity, and the open tasks onto one screen — the brief before the call, without the scroll.

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A vertical chronological feed of events threading down a single record, each entry stamped with time and author

The Record Timeline: Catch Up on Any Deal in Seconds

One chronological feed of everything that happened on a record — who created it, what changed, which calls were logged, when the stage moved. Open it and you're caught up.

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A single record card surrounded by connected panels for activities, notes, attachments, and linked records

Related Lists: The Whole Story, on One Record

A record isn't a row of fields — it's everything that ever happened. Related lists gather the activities, notes, attachments, and linked records onto the record page itself, so the full picture opens the moment you do.

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A calm workspace where follow-up reminders surface on time instead of being forgotten

CRM Reminders, Made Effortless: The Follow-Up That Never Slips

A follow-up you forget is a deal you lose. See how a couple of clicks set a reminder on any task or record, and a notification lands the moment it's due.

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A single shared working list opening identically on every team member's screen

Sharing Saved Views: One Working List for the Whole Team

A saved view is columns, sort, and a filter captured under a name. Share it to a team or profile and everyone opens into the same working list — 'team open deals', 'unassigned leads' — which standardizes how your team works without a single line of code.

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Two overlapping customer record cards resolving into a single clean record

Smart Matching and Merge: Catch the Duplicates Exact Search Misses

Two records for the same customer, spelled two ways, are worse than one. Smart matching finds the near-misses, and merge folds them into a single record without losing a note, a call, or a file.

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A CRM record card with a task pinned to it, a due date, and a reminder bell

Tasks in the CRM: The Follow-up That Never Falls Off the Record

A task is a promise to do something by a date. Put it on the record it belongs to, assign it, and let the reminder do the remembering. Here is how tasks work in ERPnBox and why they beat a separate to-do app.

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One set of CRM records fanning out into seven different view shapes: rows, a board, a chart, a calendar, and cards

Every Way to See Your CRM Data: A Tour of View Types

The same records, seven different lenses. Learn what List, Kanban, Chart, Calendar, Card, Hero, and Detail views are each best for — and how a single click reshapes your data for the job at hand.

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One set of CRM records shown at once as a table, a board, a chart and a calendar, arranged like facets of a single object

Ways to See Your Data: Picking the Right CRM View for the Question You're Asking

The same records look completely different in a list, a board, a chart, or a calendar. Here's how to match the view to the question — so answers arrive faster and nobody exports to a spreadsheet at 6pm.

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A row of open tabs floating above a CRM workspace, each holding a different open record

Workspace Tabs: Your CRM, Open in Layers

Open records and editors as tabs in a strip across the top of your CRM — the way your browser holds many pages at once. Jump between what you're working on without losing your place, your scroll, or your filters.

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An operations lead assembling a custom business module from labelled field-type blocks on a clean emerald and slate interface

Custom Modules & 23 Field Types: Build the Software Your Business Actually Needs

Every business has a shape no template quite fits. Build your own modules — Properties, Patients, Courses, Assets — with 23 field types, from currency and lookup to formulas, sub-tables, and rollups. No developer required.

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A business dashboard of number cards and charts drawn cleanly on a screen

Dashboards & Analytics: The Picture of Your Business, Drawn For You

Cards, click-to-drill charts, KPIs with targets, leaderboards, and scheduled reports, and an AI that builds the whole dashboard from a sentence.

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A form reshaping itself as a country is chosen and a matching city list appears, in emerald and slate

Dependent Fields & Picklists: Forms That Adapt to the Answer

Cascading dropdowns and conditional fields that reshape a form around the answers — cleaner data, shorter forms, and how to set them up in ERPnBox.

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Twelve connected app icons radiating from a single open box, in emerald and slate.

ERPnBox: All 12 Apps, One Record Set

A guided tour of the twelve apps inside ERPnBox — CRM, Finance, HR and nine more — and the one thing that sets them apart: they share a single login and a single record set, so an invoice carries its deal and a ticket carries its customer.

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A colored sales pipeline bar with distinct stage colors above a list of records showing red, amber and green status badges.

Field & Pipeline Coloring: Read Status at a Glance

Give every dropdown option its own color, style field text and highlights, and turn any status field into a colored pipeline bar — so your team reads where things stand at a glance, not word by word.

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A published web form on the left flowing into a neatly filed record on the right, in emerald and slate.

Forms: a public form that files itself into your system

Build a public form, publish it at a no-login link, and watch every submission file itself as a record in your system — mapped, counted, and routed to the right owner.

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A CRM deal record showing a total and margin calculated automatically from quantity and price fields, in emerald and slate tones.

Formula Fields: Calculated Fields Without a Spreadsheet

A formula field computes its own value from your other fields — totals, margins, days-open, full names — automatically and always current. Here's what they are, why they matter, and how to add one in ERPnBox.

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A sales team gathered around a screen showing an emerald-and-slate Kanban pipeline board with deals arranged in stage columns.

The Kanban Pipeline View: Drag Deals Across Stages

A board where columns are stages and cards are deals. Drag a deal forward and the record updates everywhere. Here is how the ERPnBox Kanban view works and how to shape it.

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A clean digital form that reshapes itself, with fields appearing and fading based on a selected option, in emerald and slate.

Layout Rules: Forms That Adapt to Every Situation

Make your forms adapt: show, hide, and require fields based on another field's value — so people only ever see the questions that matter, and your data stays clean at the source.

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An ops lead reviewing a ranked list of scored leads on screen, the highest-scoring records at the top.

Lead & Record Scoring: Focus on the Leads Most Likely to Close

Weighted +/- scoring rules with time-decay and related-record aggregation rank your leads so your team works the ones most likely to close first — and routes the hot ones automatically.

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A field sales rep checking a customer record on a smartphone while standing outside an office building

The ERPnBox Mobile App: Your Business, in Your Pocket

Two tailored apps in one download: a CRM for the reps who live on the road, and an HR self-service app for everyone else. Native on iOS and Android.

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A single set of business records shown as a list, a kanban board, and a calendar side by side in emerald and slate.

Record Views: One Set of Records, Seven Ways to See It

List, kanban, calendar, chart, SLA, hero, and cards — seven faces for the same records, so every team reads its work the way that fits.

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A business owner reviewing a grouped sales report with aggregate totals on a laptop, emerald and slate interface.

The Report Builder: Answers, on a Schedule

Build saved reports with row groups and aggregate columns, organize them in folders, share them with the team, and have them email themselves on a schedule — numbers without a data team.

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A person typing a single query into ERPnBox and results appearing from multiple apps at once

Search & Filters: Find Any Record in Seconds

Find any record in seconds. ERPnBox pairs global search across all twelve apps with structured, saveable record filters — and every result respects who you're allowed to see.

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An operations lead reviewing a live list of records, each showing a countdown to its deadline

SLA & Escalation: a deadline that acts on its own

Promises slip when nobody is watching the clock. ERPnBox watches it for you — and when time runs out, it reassigns, updates, and notifies without waiting to be asked.

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A single event in ERPnBox radiating out to connected business tools in real time

Webhooks: Connect ERPnBox to Anything

Webhooks let ERPnBox push changes to your other tools the instant they happen — with a signed secret, field filters, and retries. Here's what they are, why real-time integration matters, and how to set one up securely.

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A calm operations lead watching work route itself across a business dashboard

Workflow Rules & Automation

Workflow Rules & Automation watches your records and acts for you — assigning leads, chasing follow-ups, and routing tickets on time, every time, with every action logged.

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