Customer Relationship Management

Customer Relationship Management

An ERP CRM solution essentially provides a central place where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to manage relationships with customers and help the business to grow.

  • Centralized database for customer and lead information.
  • Detailed contact profiles with interaction history.
  • Lead capture from various sources (website, emails, etc.).
  • Lead scoring and prioritization.
  • Assignment and distribution of leads to sales teams.
  • Pipeline management with stages and milestones.
  • Forecasting of sales revenues based on opportunities.
  • Collaboration tools for team communication and sharing.
  • Task assignment and progress tracking.
  • Email integration for tracking communications.