CRM, Estimation & Quotations

You know that good customer relationship management is vital to grow and develop your business. E-Max’s CRM module gives you the tools to take your customer relationships to a different level.

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Know your customers

 The more you know and understand your customers, the better you can service their needs. E-Max ERP’s Customer Relationship Management (CRM) system enables you to store all the information you need on every actual and potential customer. What’s more, our reports can then analyse that information to help you identify trends and understand your results.

No more forgotten clients or lost contact details. You’ll know when to follow up your clients and if an employee leaves, you’ll still have a full history of what’s happened with each customer. You can see what and when they ordered. All your information will be in one place, making life just that little bit easier!

Get a competitive advantage

 Providing fast and precise quotes for customers is a key everyday task. It’s vital to understand your exact costs when quoting for a job to allow you to be as competitive as possible yet still remain profitable. E-Max ERP gives you access to up to date material pricing and, combined with current resource data and calculated set up and run times, ensures you have the most accurate quote possible.


  • Improve and strengthen customer relations

  • Maximise upselling and cross selling

  • Optimise marketing and increase sales

  • Better internal communication

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  • Create and manage prospects

  • All records of contact with customers are fully integrated with other functions, ie estimating, sales, production and costing and invoicing

  • Next contact dates and actions are stored and added to the user’s dashboard

  • Easy and immediate access to key information on each customer, from current requirements and works orders through to previous quotes and sales history

  • Remote access for field sales personnel to update records

  • Integrates with external applications for seamless marketing campaigns



  • Fast accurate estimating and quotes produced in full colour

  • Complete enquiry and opportunity logging and management system

  • Alerts for previously quoted for items

  • Accommodates multiple batch sizes

  • Builds a full bill of materials (BOM), including costs via supplier feeds as required

  • Incorporates specialist calculations for speeds and feeds, fabrication and laser cutting

  • Enables quick ‘on the fly’ data creation for one off jobs

E-Max's CRM software lets manufacturers provide fast, accurate estimates & quotations, store all potential & existing customer data & identify sales trends
E-Max's CRM software lets manufacturers provide fast, accurate estimates & quotations, store all potential & existing customer data & identify sales trends


  • Multiple reports available for quote conversion rates

  • Reports can be filtered by all key fields (ie customer, product group, estimator, etc)

  • Sales history, including profitability

  • Reasons for loss and declining to quote reports

  • Instant analysis of customer or contact buying patterns

  • Sales turnover targets

  • Quote activity

Check out the rest of our product range

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ERP Shop Floor Data Collection SFDC icon
Sales Order Processing
Quality (QMS)
Warehouse Management (WMS)
Production Control (MRP)

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E-Max Systems
The Technology Centre
James Watt Avenue
Scottish Enterprise Technology Park
G75 0QD
Tel : 0808 109 2035

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