Customer Relationship Management
Centralized customer data management with lead tracking, opportunity management, and customer support. Streamline customer acquisition and retention with intelligent automation.
CRM Module Overview
The CRM module serves as the front-end customer interaction management system for the manufacturing ERP. It centralizes customer-related data and enables the sales and service teams to efficiently manage leads, contacts, opportunities, and support requests.
Key Objectives
- Streamline customer acquisition and retention process
- Centralize all client-related information for better decision-making
- Improve sales conversion through opportunity tracking
- Enhance customer satisfaction via efficient support
Integration Benefits
This module integrates seamlessly with ERP features such as quotation management, production scheduling, inventory, and order tracking enabling a smooth flow from lead acquisition to order fulfillment.
Core CRM Components
Comprehensive customer management capabilities designed for manufacturing and B2B environments
Contacts
Store detailed records of individuals related to companies or leads with comprehensive contact management.
- • Name, Email, Phone, Type classification
- • Status tracking (Active, Inactive, Prospect)
- • Tagging system for segmentation
- • Company association and linking
Companies
Maintain detailed information about client organizations with complete company profiles.
- • Company Name, Industry, Address
- • Associated Contacts linking
- • Lead conversion tracking
- • Opportunity relationship management
Opportunities
Track potential deals in the sales process with comprehensive opportunity management.
- • Contact and deal information
- • Amount and close date tracking
- • Pipeline stage management
- • Progress monitoring until closure
Pipelines
Visualize the stages of sales opportunities with customizable pipeline management.
- • Customizable stages (Prospecting, Qualification, etc.)
- • Drag-and-drop opportunity movement
- • Sales forecasting capabilities
- • Performance tracking and analytics
Support Tickets
Manage post-sales customer service requests and issues with comprehensive ticket management.
- • Priority and status tracking
- • Issue type classification
- • Agent assignment and due dates
- • Resolution and time tracking
Activities
Log every interaction with contacts including calls, meetings, follow-ups, tasks and notes.
- • Complete interaction history
- • Timeline view of activities
- • Task assignment and tracking
- • Email integration and templates
CRM Workflow Process
Streamlined customer relationship management from lead acquisition to post-sales support
Lead Generation
Capture and qualify new leads
Contact & Company
Create detailed profiles
Opportunity
Track sales pipeline
Support
Post-sales ticket management
Ready to Transform Your Customer Management?
Discover how our comprehensive CRM module can streamline your customer relationships and drive sales growth.