CRM Software

Give your sales team the edge they need to stay one step ahead using ERP123 CRM software modules

The ERP123 Customer Relationship Management or CRM software modules allow you to store and manage the all of your contacts. From sales leads to tracking issues with vendors to using the CRM software modules as a cold calling data base. Frequently utilized in front-end sales funnelling processes the CRM software modules are the centerpiece for your sales-based activities.  Standard features include:
  • Multiple, detailed contacts
  • Default messaging associated with system documents (acknowledgements, invoices, PO’s etc..)
  • Correspondence and event tracking with reminders
  • Real-time statistics for open orders, open AR, YTD sales, open PO’s, open AP
  • Track the specific product types each customer is interested in
  • Use the categorization mechanisms to create and monitor sales funnel activity
  • Control and mine your data from cold calling activity

CRM is more than just sales, it can also aid other departments in the organization. Purchasing can have information and comments on new vendors, accounting can track and manage confidential correspondence with both customer and suppliers. As with many parts of our software use the CRM software modules as much or a little as you need but feel confident knowing whatever you want the CRM software to do, is possible.

The beautiful thing about integrated  CRM software is it allows you to convert contacts into customers and/or suppliers with the click of a button, no re-entry needed.  It also allows for exceptionally easy communication both externally and internally so your staff can focus more time and energy on there job and not paper work.

Stay connected with your sales staff and your customers in a way you can measure. With the ERP123 CRM software modules leads don’t slip thru the cracks, issues don’t get lost and your people save valuable time.  Take a look at some screen shots and see the power and flexibility of these CRM software modules.