ERP
SherDore ERP is a shared operations platform. At its core is a CRM for leads, customers, automated follow-up and reporting. On top of that sit industry modules, and your plan decides which ones your organization can use. Today the module is field service (properties, equipment, technicians, estimates, jobs, invoices and recurring service).
Open it at erp.sherdore.com, signed in with your SherDore account.
What’s in the core
Section titled “What’s in the core”- Leads and pipeline: a board to move enquiries from new to won.
- Customers, tags and custom fields.
- Email sequences: automatic follow-up emails.
- Lead capture forms: forms you share or embed to collect leads.
- Reports: twelve reports, which can be emailed on a schedule.
Modules
Section titled “Modules”- Field service: property management, jobs, estimates, invoices and recurring plans.
| Plan | Price | Includes |
|---|---|---|
| Starter (14-day free trial) | $49/month | The CRM core and the field service module |
More modules and plans will be added as they launch.
See Team and roles.