Customer Relationship Management (CRM)

Maximizing your existing customer relationships is critical. To effectively manage your customers, you need a CRM system that can help you identify and maximize cross/up-sell opportunities.

OptiProERP allows you to easily manage your customer relationships and maximize customer retention. With access to all customer information on a single screen, in a single system, and in real-time, OptiProERP provides unprecedented 360-degree visibility into your customer accounts and allows you to sell more, faster.

•   Single customer master record
•   Access to customer balances and credit lines
•   Marketing campaign management
•   Customer order history and open orders

•   Customer call logs and incidents
•   Customer specific reporting
•   Synchronization with Microsoft Outlook contacts