CRM + ERP

Some CRM / Quoting solutions extend their scope and try to adapt to solve different problems for customers. This generates some challenges (to name a few):

  • Customers not owning their own data (hosted in the cloud in a multi-company environment)

  • Customers trying to adapt their business processes to the software solution instead of the other way around

  • Lack of reporting and analytics on the data stores

  • During this journey, these solutions carry significant amount of baggage and don’t naturally lend themselves to solving the business problems.

For larger enterprises such as Manufacturing Organizations, we have enabled separate modules that sit alongside our CRM solution that allow the following capabilities:

  • Bill of Material Management

  • Inventory Management

  • Manufacturing Resource Planning

  • Workrooms and Showroom integrations

  • Sales and Accounting

  • Integration with Banks and Check Printing

  • Web Site integration (Sync between website and backend systems)

  • Product Configuration Wizards for easier sales enablement

  • Reporting Framework

  • Commissions processing

  • Stock Replenishment

  • Customer Relationship Management

  • Warehouse Management

  • And many more such required features

If interested in seeing a demo of our solutions, please contact us and we will be more than happy to showcase our solution.