Please find below more details on our CRM for Trading and Distribution Companies. Depending on your requirements, our CRM can be customised to meet your specific needs as well.

Presales Module

• Keep track of customer interactions/activities (meetings, discussions, documents)
• Keep track of salespeople activities/leads/accounts
• Keep track of all sales opportunities
• Contact Management
• Document storage (project documents, diagrams, photos, etc)

Sales and Inventory Module

• Sales Workflow
• Price Book
• Quotation
• Sales Order
• Invoice
• Purchase Workflow
• Supplier Management
• Purchase Order
• Inventory Management

Service Module

• Keep track of service contracts
• Keep track of product warranties
• Contract expiry date alerts
• Support ticket management