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Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List Mail Merge Mail Merge History Marketing Ratios Report Prospect Prospect List Reward Points Reward Points Due To Expire Sales Ratios Report Source Source List Sales Pipeline

Overview

CRM is a term used to describe a wide range of software applications. Within ERP, CRM stands for Customer Relationship Management. By definition the CRM module is for managing the relationship with customers as opposed to the Marketing module which is for working with new contacts.

Within the CRM module you can manage your:

• Prospect (Customers and contacts who are in the sales pipeline)
• Canvasser (Employees who undertake telemarketing and other forms of cold calling)
• Source (Tracking where customers come from)
• Mail Merge
• Loyalty Program and Rewards points