CRM Specialist in Tampa Bay
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Customer Relatonship Management system

CRM (Customer Relationship Management)

CRM

Our team will evaluate and make recommendations on the best CRM solution for your business

 

A CRM system is a comprehensive business management solution

 

Perfect tool for small to midsize businesses


Quickly Access Precise- Real Time Information

Customer's informations, sales, reporting, sales analysis, inventory management, PO's, shipping, tracking, customer service, quotes, and so much more. A CRM system can bring your company to the next level of growth and it gives you the tools to grow effectively.

Financials

Charts of accounts, accounts segments, journal entry, journal voucher, recurrent transaction, Multicurrency exchance rate, financial reports, budget cost centers, sales tax, multiple periods, deposit, checks, credits, receipt, deferred payment

Sales

Quotes, order, drop ship, invoice, delivery, return, multicurrency price list, client management, gross profit calculation, contact management, opportunities and pipeline management, outlook integration

Service

Service contract management, service planning, customer tracking across interactions, knowledge database, service call management

Purchase

Purchase order, purchase delivery, purchase return, purchase invoice, purchase credit note, landed cost

Inventory

Items management, item query, price list, receipt to stock, release from stock, stock transactions, warehouse transfer, serial numbers, batches management, pick and pack, kitting

Manufacturing

Bill of materials, production orders, forecasting MRP wizard, recommendation report

Demo

Click HERE for a demo from SAP Business One

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CRM System- Tampa Bay, FL
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