OptiPro ERP

Sales and CRM

OptiProERP’s Sales and Customer Relationship Management (CRM) allows you to manage the entire customer lifecycle more efficiently – from initial contact to sale, production, after-sales service, and support.

OptiProERP’s Sales and CRM Benefits

• End-to-end customer visibility by connecting financials, marketing, sales, production, shipping, service, and support
• Provide improved customer service with real-time order status and faster, more accurate service and
• Consolidated orders and data by integrating e‑commerce, Microsoft Outlook, and more
• Knowledgeable decision-making based on timely, accurate data on all aspects of the sales process
• Streamline service management by simplifying customer warranties, service calls, and service contracts
• Empower customers by giving them a portal to pay bills, place orders, and view reports online
• Increase agility to respond faster to customer needs with dashboards showing trends and forecasts
• Deliver a superior customer experience by being able to have access to sales and customer data from anywhere