Customer Relationship Management (CRM)

Empower your employees with the tools they need to give quality, personalized, and informed customer service. Our Customer Relationship Management module automates the processes around customer interaction, improving productivity and customer satisfaction. Our logical one-screen presentation delivers a wealth of customer information in a user-friendly format making it easy for your employees to respond quickly to waiting customers.

Features:

• Customer setup, quotes, sales orders, and credit status in dynamic screens
• Record and review current and past conversations, satisfaction index, personal information, customer wish list, and competitive data in one central location
• Calendar and scheduler for customer interaction and follow-up
• E-mail, fax or print quotes, sales orders, invoice, and statements
• Price and discount overrides during sales order creation with gross margin display
• Credit limit and inventory availability warning
• Put order or customer on hold
• Force prepayment of order before delivery
• Track price list, quotes, sales orders and open invoices for customers
• Order tracking and delivery capture on mobile handheld device
• Commissions tracking for sales
• Links to FedEx and UPS websites to track shipping
• Customer purchasing trend indicator