{"id":1288,"date":"2025-01-03T21:19:01","date_gmt":"2025-01-03T20:19:01","guid":{"rendered":"https:\/\/doc.creaerp.org\/docs\/modulos-de-comercial\/"},"modified":"2026-09-07T09:00:38","modified_gmt":"2026-09-07T07:00:38","password":"","slug":"modulos-de-comercial","status":"publish","type":"docs","link":"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-comercial\/","title":{"rendered":"M\u00f3dulos de comercial"},"content":{"rendered":"\n<div class=\"wp-block-media-text is-stacked-on-mobile\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"512\" src=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-17.png\" alt=\"\" class=\"wp-image-170 size-full\" srcset=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-17.png 512w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-17-300x300.png 300w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-17-150x150.png 150w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-17-360x360.png 360w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\"><strong>CRM<\/strong><\/h2>\n<\/div><\/div>\n\n<div style=\"height:12px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p class=\"wp-block-paragraph\">El <strong>m\u00f3dulo CRM<\/strong> es una aplicaci\u00f3n de gesti\u00f3n comercial. Permite gestionar las actividades relacionadas con la <strong>captaci\u00f3n de nuevos socios<\/strong>, ofertas de servicios, etc. Desde este m\u00f3dulo puedes recibir solicitudes, planificar acciones como reuniones o llamadas, crear presupuestos y analizar el resultado de las <strong>campa\u00f1as de comunicaci\u00f3n<\/strong>.  <\/p>\n\n<div class=\"wp-block-media-text is-stacked-on-mobile\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"512\" src=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-18.png\" alt=\"\" class=\"wp-image-171 size-full\" srcset=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-18.png 512w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-18-300x300.png 300w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-18-150x150.png 150w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-18-360x360.png 360w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\"><strong>Ventas<\/strong><\/h2>\n<\/div><\/div>\n\n<div style=\"height:12px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p class=\"wp-block-paragraph\">El <strong>m\u00f3dulo Ventas<\/strong> permite crear <strong>presupuestos<\/strong> (o gestionar los presupuestos creados desde el m\u00f3dulo CRM), que al confirmarse se convierten en pedidos de venta. Con CREA ERP puede vender tanto <strong>servicios<\/strong> como <strong>productos f\u00edsicos<\/strong>. Puedes gestionar el seguimiento de las entregas de servicios a trav\u00e9s del <a href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-operaciones\/#7-toc-title\" target=\"_blank\" rel=\"noreferrer noopener\">m\u00f3dulo Proyecto<\/a> o de productos a trav\u00e9s del m\u00f3dulo <a href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-operaciones\/#6-toc-title\" target=\"_blank\" rel=\"noreferrer noopener\">Inventario<\/a>, as\u00ed como su facturaci\u00f3n a trav\u00e9s del m\u00f3dulo <a href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-finanzas\/#0-toc-title\" target=\"_blank\" rel=\"noreferrer noopener\">Facturaci\u00f3n.<\/a>  <\/p>\n\n<div class=\"wp-block-media-text is-stacked-on-mobile\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"512\" src=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/puntdevenda.png\" alt=\"\" class=\"wp-image-214 size-full\" srcset=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/puntdevenda.png 512w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/puntdevenda-300x300.png 300w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/puntdevenda-150x150.png 150w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/puntdevenda-360x360.png 360w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\"><strong>Punto de venta<\/strong><\/h2>\n<\/div><\/div>\n\n<div style=\"height:12px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p class=\"wp-block-paragraph\">Si tienes una <strong>tienda f\u00edsica<\/strong> o un bar\/restaurante en el que vendes tus productos o servicios, el <strong>m\u00f3dulo Punto de venta<\/strong> te permite gestionar las operaciones de venta, cobrar en efectivo o tarjeta. Todo queda enlazado de forma autom\u00e1tica con los m\u00f3dulos de <a href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-finanzas\/#0-toc-title\" target=\"_blank\" rel=\"noreferrer noopener\">Facturaci\u00f3n<\/a> e <a href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-operaciones\/#6-toc-title\" target=\"_blank\" rel=\"noreferrer noopener\">Inventario<\/a>.  <\/p>\n\n<div class=\"wp-block-media-text is-stacked-on-mobile\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"512\" src=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-16.png\" alt=\"\" class=\"wp-image-169 size-full\" srcset=\"https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-16.png 512w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-16-300x300.png 300w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-16-150x150.png 150w, https:\/\/doc.creaerp.org\/wp-content\/uploads\/2025\/01\/imatge-16-360x360.png 360w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\"><strong>Comercio electr\u00f3nico<\/strong><\/h2>\n<\/div><\/div>\n\n<div style=\"height:12px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p class=\"wp-block-paragraph\">CREA ERP permite activar una <strong>tienda online<\/strong> integrada en tu sitio web para vender los productos de tu inventario, entradas para tus eventos o tus servicios. Enlazada con <a href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-comercial\/#1-toc-title\" target=\"_blank\" rel=\"noreferrer noopener\">Ventas<\/a> e <a href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-operaciones\/#6-toc-title\" target=\"_blank\" rel=\"noreferrer noopener\">Inventario<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRM El m\u00f3dulo CRM es una aplicaci\u00f3n de gesti\u00f3n comercial. Permite gestionar las actividades relacionadas con la captaci\u00f3n de nuevos socios, ofertas de servicios, etc. Desde este m\u00f3dulo puedes recibir solicitudes, planificar acciones como reuniones o llamadas, crear presupuestos y analizar el resultado de las campa\u00f1as de comunicaci\u00f3n. Ventas El m\u00f3dulo Ventas permite crear presupuestos [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_members_access_role":[],"_members_access_error":""},"doc_category":[216],"doc_tag":[],"glossaries":[],"class_list":["post-1288","docs","type-docs","status-publish","hentry","doc_category-primeros-pasos"],"year_month":"2026-10","word_count":221,"total_views":"89","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Eugeni Chafer","author_nicename":"eugeni-chafer","author_url":"https:\/\/doc.creaerp.org\/es\/author\/eugeni-chafer\/"},"doc_category_info":[{"term_name":"Primeros pasos","term_url":"https:\/\/doc.creaerp.org\/es\/docs-category\/primeros-pasos\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>M\u00f3dulos de comercial - Espai de documentaci\u00f3 - CREA ERP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.creaerp.org\/es\/docs\/modulos-de-comercial\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"M\u00f3dulos de comercial - Espai de documentaci\u00f3 - CREA ERP\" \/>\n<meta property=\"og:description\" content=\"CRM El m\u00f3dulo CRM es una aplicaci\u00f3n de gesti\u00f3n comercial. 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