Customers & CRM

Sales and receivables are the lifeblood of any organisation and the effective management of these is essential to all growing businesses. The Accentis Enterprise Customers, Sales and CRM module provides complete control over your entire sales process from the initial enquiry right through to the printing of statements and ongoing customer relationship management.

Our strong customer record management capabilities are complemented by a sophisticated real-time validation regime that constantly monitors a customer’s credit status at every step through the sales process. An exceptional pricing facility ensures ease, consistency and accuracy of quoting, ordering and invoicing, while built-in support for quantity-based pricing, rebates, settlement discounts, progress claims and retentions brings true flexibility to sales pricing management.

Real-time integration into inventory, job costing and the general ledger ensures the results of all sales processes are immediately visible to other modules. Extraordinary reporting capabilities allow you to perform current or unlimited historical sales analyses over any combination of data records you choose, and with scores of customisable reports available you can keep your finger on the pulse at all times.

Functional capabilities at a glance... ( = Click for more info)