CRM

Customers

Use our Warehouse Management Software to easily manage all of your customer information onto one easy to manage master customer list. Manage customer addresses, contacts, appointments and documents all in one place using our WMS System's CRM feature.

Stay organized by using our ERP Software's appointment scheduler to maintain and schedule customer appointments and keep track of meeting notes.

Prospects

Quickly add potential customers as prospects into the WMS CRM Software to easily set up appointments to follow up.

Leads

Those potential customers that aren't quite prospects yet can also be added to the CRM feature of our WMS ERP system under the lead phase of the CRM cycle. As the sales process proceeds, easily convert leads into prospects, and then customers once the deal is sealed.

Contacts

Facilitate better communication by maintaining a list of multiple contacts per customer designated by title. Appointments can be set by contact, and any important documents such as invoices, statements, BOLs can be set up to be automatically emailed to those contacts of your choosing.