ERPClaw CRM
Most CRMs stop at closed-won. That is where the work starts.
You win the deal, and then somebody retypes it into the system that does invoicing. Then somebody checks whether the stock exists. Then somebody chases the payment in a third place. ERPClaw keeps going: the won opportunity becomes a quote, an order, an invoice, and cash, with the books moving underneath the whole way. Free, self-hosted, open source.
One deal, all the way to the money
This is the whole argument for the page, so here it is in order. Every step happens in the same system, against the same records.
A deal is won
The opportunity closes in the pipeline your team already works in.
It becomes a quotation
The won opportunity converts straight into a quotation. Nobody retypes the customer, the items, or the numbers into a second system.
Then an order and a delivery
The quotation becomes a sales order, stock is reserved against it, and the delivery draws from real inventory rather than a promise.
Then an invoice
The invoice is raised from the order, so what you billed and what you shipped are the same document lineage.
Then cash
The payment lands against that invoice, with short payments written off in the same step if the customer settles light.
And the books move
Every one of those steps posts real double-entry accounting as it happens, checked after each posting. The deal and the ledger are the same story, not two systems reconciled monthly.
Nothing in that sequence involves an integration, a sync, or a nightly job between two vendors. It is one database, and the accounting is checked after every posting.
What the sales side does
The pipeline, shaped like your business
Leads, contacts, companies and opportunities, moving through stages you define rather than a fixed list someone else picked. An agency going brief to proposal to retainer and a manufacturer going enquiry to sample to tooling to production both get their own pipeline, and the reports follow the stages you actually use.
Every follow-up attached to something real
Tasks and activities hang off the lead, the deal, the contact or the company they belong to, with owners and due dates. A task cannot point at a deal that does not exist, which is how orphaned reminders quietly accumulate in looser systems.
The lists you actually reuse, saved
Deals stuck in proposal. Leads from the trade show nobody has called. Save the filter once, replay it by name, and search across every sales record when you cannot remember which kind of thing you are looking for.
Territories, quotas and performance
Assign territories, set quotas, and read pipeline, funnel, velocity and win-loss reporting off the same records your salespeople work in, not a spreadsheet someone rebuilds every Friday.
Campaigns that end at the ledger
Campaigns and recipient lists live in the same system as the invoices they eventually produce, so the spend and the revenue are not in two different tools that disagree.
Bring your existing CRM across
Leads, contacts, companies and deals import from CSV, the format every CRM exports, with duplicate handling you choose up front rather than a silent default. No wizard fee, no export ransom.
About the other AI CRMs
They are real, and they are good at what they do. Attio runs a fleet of named agents across scoring, routing, enrichment, briefing and churn risk, metered by credits. Twenty is open source and self-hostable with a chatbot, workflow agents and a native MCP server. If you want the best front office on the market, look at them properly rather than taking our word for anything.
What neither can do is follow the deal past the handshake, because there is no ledger underneath them to follow it into. That is not a criticism of their engineering. It is a description of where a front-office product ends. If the expensive part of your week happens after the deal is won, that is the part we built.
Switched on per business
These are set up for your business rather than toggled on in a settings page, because each one touches something specific to you: your mailboxes, your scoring rules, your attribution model. Ask below and we set yours up.
Email and calendar capture
Customer conversations attach themselves to the right account and opportunity, with source, timestamp and owner recorded, and opt-out controls that respect who is on the call.
Call and meeting notes
A recording or transcript becomes a reviewable summary with decisions and next steps, linked to the deal, without touching a financial record on its own.
Lead scoring that runs itself
Scores update from what actually happened rather than a manual review, and show you the evidence behind the number.
Nurture sequences that fire
Sequences run on their own schedule against the lists you built, instead of sitting as definitions waiting for someone to press go.
Next best action and deal risk
A recommendation that names its evidence, its owner and its due date, and turns into a real task the moment you accept it.
Revenue attributed back to the deal
Trace a paid invoice back through the opportunity and the campaign that started it, with the attribution model stated rather than assumed.
Common questions
What makes a CRM AI-native rather than a CRM with AI in it?
Most CRMs added AI to the front office: better summaries, better drafting, better routing. That is genuinely useful and the good ones do it well. AI-native means the assistant is the primary way the system is operated, and it can act rather than only suggest, because every action in the system is callable in plain language. The test is not how good the chat is. It is whether the thing it decides actually posts.
How is this different from Attio or Twenty?
Both ship real AI and both are worth looking at. Attio runs a set of named agents across scoring, routing, enrichment, briefing and churn risk, and sells them credit-metered. Twenty is open source, self-hostable, and ships a chatbot, workflow agents and a native MCP server. The difference is not who has AI. It is where the software stops. Both are front-office systems: the deal closes and the work moves to whatever runs your invoicing, inventory and books. In ERPClaw the deal keeps going through quote, order, delivery, invoice, payment and the ledger, because it is one system.
Do I have to run the whole ERP to use the CRM?
No. Install it and use the sales side on its own if that is all you need today. The rest of the system is already underneath, which is the point: the day you want the deal to become an invoice, nothing has to be integrated, migrated or bought.
Can it replace HubSpot or Salesforce for a small team?
For a lot of small teams, yes, and honestly for some it will not. If your business runs on marketing automation depth, a large app marketplace, or a partner ecosystem, those products have a decade of surface you would miss. If your pain is that the deal dies at closed-won and someone re-keys it into accounting, that is exactly the gap this closes.
Where does my data live?
On your hardware. ERPClaw is self-hosted and open source, so customer records, deal history and the books behind them stay on a machine you control, in a database you can read.
What does it cost?
Nothing. ERPClaw is free and open source, self-hosted, and the sales side is not a paid tier, a seat count, or an add-on.
Related: the full ERP the pipeline sits inside, Insights if you want answers before you want a system of record, and the wider feature set.
We set this up for you, one business at a time.
Tell us what your sales process looks like and which of the pieces above you want connected to your mailboxes and your books. We set these up one business at a time.