CRM Customer Relationship Management
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Connect with Your Customers

The Customer Relationship Management module houses a prospect master file that can be utilized without having to populate the customer master with prospects. At any point in time, a customer may be created from the prospect information including at the time a sales order is added.

The CRM module also enables the scheduling of tasks such as follow-up, meeting, and reviews for both customers and prospects. After scheduled items are entered, a user’s tasks may be reviewed, delegated or closed.

Managers or supervisors may also have visibility of their associate’s tasks. Once the task is closed for a customer or prospect it becomes a permanent record in the Comments/History of that customer or prospect. Tasks may also be assigned priorities.