Sales and Customer Management
Building and maintaining strong customer relationships is essential for the growth and development of any business. E-Max ERP's CRM functionality includes a powerful set of tools designed to elevate your customer relationships to a whole new level.
.png)
Contact and Account Management
Keep all your customer information organised and accessible in one place. Capture details, track interactions, and maintain a comprehensive view of your customer base for targeted marketing and personalised service.
Lead and Opportunity Management
Our CRM module enables you to efficiently manage your leads, track opportunities, and convert these into sales. Streamline your lead nurturing process and increase conversion rates.
Sales Forecasting and Reporting
Accurately predict any future sales, analyse performance, and make informed business decisions with our powerful forecasting and reporting tools. Stay on top of your sales targets and drive growth..png)
Sales Workflow Automation
Automate repetitive tasks such as lead allocation and follow-ups, so your sales team can focus on building relationships and closing deals. From email notifications to task assignments, our CRM module allows you to streamline your workflows for increased efficiency, saving you time and eliminating manual errors.
Quick Quotes
Generate quick quotes for prospective or existing customers. Include images and descriptions in a clear easy to read format and send electronically in just a few clicks. Leverage the data within E-Max ERP to provide fast, accurate and efficient responses to RFQs and win more business.
Pricelists, Special Offers and Discounts
Keep all your customer offers in one location so your sales team can easily access and apply accurate pricing details, ensuring consistent and transparent communication with customers. Use these to tailor promotions, foster customer loyalty and drive revenue growth.
Sales Order Entry
Convert quotes to sales orders in a single click, removing the need for double entry and potential manual errors..png)
Upsell and Cross-sell
By capturing and analysing customer data, such as past purchases, preferences, and project requirements, your sales team can identify upsell and cross-sell opportunities and develop targeted recommendations, customisation options, and value-added services, resulting in increased sales and customer satisfaction..jpg)
Delivery Schedules
Manage Delivery Schedules from your customers for Blanket Orders or Call-offs, including forecast dates and quantities.Want to spot customer trends and opportunities?
We can help
E-Max ERP Software
With E-Max ERP you can easily manage
