Lexa CRM — sales module of Lexa ERP

A Tunisian CRM to drive your sales and your field sales force

Lexa CRM centralises your sales pipeline, field visits, quotes and invoicing in a single tool, in French and Arabic. Your reps take orders on their phone; management sees activity in real time.

A CRM (Customer Relationship Management) is the software that tracks every prospect and customer, from first contact to invoicing. Lexa CRM is the sales module of Lexa ERP: it deploys on its own to start, then extends to inventory, delivery and accounting without switching tools. Unlike foreign CRMs billed per user per month in foreign currency, Lexa CRM is licensed in dinars, hosted in Tunisia or on your servers, and supported by a team based in Tunis.

What Lexa CRM covers

  • Sales pipeline

    Opportunities tracked by stage, one-click conversion to a quote then an order, sales forecasts.

  • Field sales force

    Visits planned by agent and by territory, order taking on mobile, shelf photo attached to the record, out-of-stock reporting.

  • 360° customer record

    Full history, outstanding balance, credit limit, activities and follow-ups — visible to the whole team.

  • Segmentation by channel

    Supermarkets, wholesalers, retailers, export: a price list and commercial terms per channel.

  • Quotes & pricing

    Prices in dinars with volume tiers, scheduled promotions, margin shown per line, large discounts subject to manager approval.

  • Tunisian invoicing

    Compliant invoices (VAT, withholding tax), overdue tracking, follow-ups — connected to Lexa ERP accounting.

The problems we address

The recurring pain points we see in Tunisian SMEs — and their concrete impact on the business.

  • The customer base lives in Excel and WhatsApp

    Each rep keeps 'their' customers in their phone. When they leave, the history leaves with them.

  • No visibility into field activity

    How many visits today? Which orders taken? Which shelves out of stock? Management finds out days later, or never.

  • Discounts granted blind

    Without margin shown at quote time, every commercial gesture eats into the result without anyone measuring it.

  • Forgotten follow-ups, outstanding balances that slip

    Opportunities cool off for lack of follow-up, and customer credit limits are exceeded without any alert.

  • Double entry from quote to invoice

    The quote is re-entered as an order, then as a delivery note, then as an invoice. Every re-entry is a source of error.

  • Foreign CRMs billed per user, in foreign currency

    The monthly cost climbs with every rep hired, the price depends on the exchange rate, and your customer data goes abroad.

What Lexa CRM delivers in practice

A pipeline that loses nothing

  • Every opportunity tracked by stage, with planned follow-ups
  • Opportunity → quote → order conversion in one click
  • Full customer history, shared by the whole team

Effective reps on the move

  • Routes and visits planned by territory
  • Order taking on the phone, even offline (syncs on return)
  • Shelf photo and out-of-stock report attached to the visit

Margin protected on every order

  • Margin shown live, promotion included
  • Large discounts subject to manager approval
  • Outstanding balance and credit limit checked before shipping

Connected to the rest of the company

  • Stock availability checked at order confirmation
  • Delivery note generated automatically, approval flow before shipping
  • Tunisian invoicing and accounting with no re-entry

Lexa CRM in pictures

Real screenshots of the product, not mockups.

Customer invoice list in Lexa CRM: amounts in dinars, salespeople, sales teams by region and payment statuses
Customer invoices in dinars, by salesperson and by territory (Greater Tunis, Sahel, Sfax…), with payment status at a glance. Demo data.
Lexa delivery note with an approval flow: to submit, to approve, approved statuses
Delivery approval flow: no shipment leaves without the manager's green light.
Queue of delivery notes to approve in Lexa, filtered by agent and by territory
Deliveries awaiting approval, filterable by agent and by territory. Demo data.
Approving a Lexa delivery note from a mobile phone
The manager approves or rejects a delivery from their phone, wherever they are.

Why Lexa for CRM

Four concrete differences that matter when it's time to choose.

  • A CRM connected to your ERP

    Most CRMs stop at the quote. Lexa CRM goes all the way to inventory, delivery and invoice, because it shares the same database as Lexa ERP. One entry, zero re-keying.

  • In dinars, with no per-user cost

    One-time licence and annual maintenance in Tunisian dinars. Hiring one more rep doesn't push up your software bill.

  • Your customer data stays in Tunisia

    Hosting on your servers or on Tunisian infrastructure. Your customer file — the company's most sensitive asset — doesn't go off to a foreign cloud.

  • Bilingual interface, local team

    Interface in French and Arabic, suited to field teams. Support provided from Tunis, with on-site visits when needed.

Frequently asked questions — CRM

The questions managers ask us most often on this topic.

Lexa CRM is the customer-relationship-management module of Lexa ERP, designed for Tunisian SMEs. It covers the sales pipeline, field visits, quotes, channel pricing and invoicing compliant with Tunisian tax rules. It is built on Odoo's technology foundation, used by more than 12 million people worldwide, and can be used in French or Arabic.

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