CRM & Contact Forms

Accelerate Your Business Growth & Streamline Your Pipeline

Unlock new opportunities and drive more sales with a powerful lead generation and management platform designed to help you attract, organize, and nurture leads from first contact to conversion—so your team can work more efficiently, follow up smarter, and close more deals with less effort.

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Erro formula-powered sales

Losing and Missing the Right Leads?

Without a unified system for generating and managing leads, businesses waste time on unqualified prospects while valuable opportunities slip through the cracks. Poor organization, limited visibility, and inefficient outreach reduce conversions and stall growth.

  • Unqualified Prospects:Time and effort spent pursuing leads that are unlikely to convert

  • Disorganized Lead Tracking:Leads scattered across tools, spreadsheets, and inboxes

  • Missed Follow-Ups:Manual processes result in delayed or forgotten outreach

  • Limited Visibility:Lack of clear insight into lead status, ownership, and progress

Erro formula-powered sales

Custom Lead Forms

Create branded lead forms with your own questions to collect exactly the information your business needs.

  • Build Your Form:Add custom fields and questions tailored to your business

  • Brand Consistently:Apply your logo, colors, and style for a professional look

  • Collect What Matters:Capture the information you need from every prospect

Erro formula-powered sales

Simple Website Integration

Embed your forms anywhere on your site or share with prospects via a simple link.

  • Embed Anywhere:Place lead form directly on your website

  • Share via Link:Send forms through email, social media, or marketing campaigns

  • Mobile Ready:Lead forms look great on any device

Erro formula-powered sales

Seamless Lead Integration

Centralize your pipeline by keeping every lead in one organized system.

  • Manual Lead Creation:Add leads quickly using an intuitive entry form

  • Consistent Formatting:Ensure all lead data follows a clean, unified structure

  • Centralized Database:Keep all leads in one clear, accessible location

Erro formula-powered sales

Centralized Lead Database

Keep all your leads in one place for easy access and management. Our platform provides a unified view, allowing your team to quickly find, update, and prioritize leads.

  • Unified View:All leads organized in a single dashboard

  • Quick Search:Find leads instantly with powerful search

  • Custom Fields:Track relevant information for each lead

  • Easy Updates:Edit and update lead details effortlessly

Erro formula-powered sales

Lead Change Notifications

Stay informed instantly. Real-time notifications ensure your team never misses important updates or changes to a lead, keeping momentum high and response times fast.

  • Instant Alerts:Get notified when key lead details or statuses change

  • Task Assignments:Automatically alert team members when they are assigned a lead

  • Track Activity:View a history of actions, updates, and engagement

Erro formula-powered sales

Custom Tags & Stages

Organize your leads your way with customizable tags and pipeline stages. Build a workflow that matches your sales process and gain clear visibility with a drag-and-drop lead board.

  • Custom Tags:Label and categorize leads based on services, campaigns, or priorities

  • Custom Stages:Define unique pipeline stages that reflect your sales process

  • Lead Board:Visualize your pipeline on a board-style layout

  • Drag & Drop:Move leads between stages effortlessly to track progress

Ready to streamline your sales process?

Get started with Erro today and see how easy it is to sell your custom offers.

Everything your team needs to stay in sync.

From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.

CRM & Contact Forms
CRM & Contact Forms

Capture, organize, and manage leads in one place to keep your pipeline moving. Collect leads from web forms, phone calls, and referrals, then track interactions, apply custom tags and statuses, and collaborate with your team to turn more opportunities into conversions.

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Marketing Automation
Marketing Automation

Automate outreach to save time and boost conversions. Set up email campaigns, schedule follow-ups, and use custom email templates to maintain a consistent brand presence and streamline communications at scale.

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Product Library
Product Library

Centralize all your offerings with up-to-date pricing, tax profiles, and budget tracking. Add items to estimates, proposals, and invoices with accuracy, without relying on spreadsheets or manual calculations.

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Sales Templates
Sales Templates

Build reusable templates for all your sales documents, including estimates and proposals. Support complex assemblies, base and option pricing, and item groupings. Save, update, and copy templates to streamline workflows, reduce errors, and accelerate sales cycles.

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Estimate Creation
Estimate Creation

Create accurate estimates in minutes using templates and live pricing from your product library. Adjust items, quantities, and pricing with confidence, then send proposals directly from your estimates to clients for faster approvals.

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Invoices & Payments
Invoices & Payments

Generate invoices from proposals and record payments seamlessly. Automate billing notifications, track payment status, and manage recurring or scheduled invoices—all from a single dashboard.

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Change Orders
Change Orders

Manage change orders efficiently by linking them directly to estimates and proposals. Track payments and current pricing, update line items easily, and keep your team informed with dashboard visibility and automated approval workflows.

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Ready to streamline your sales process?

Get started with Erro today and see how easy it is to sell your custom offers.

Frequently Asked Questions