Customer and contact management
Central management of customers and their contact persons. All master data resides in one place and is available to every module.
Module: CRM
CRM Software for SMEs — customer data and history in one place
Customer and contact management that connects directly to accounting, inventory management, orders and messages. One customer record instead of five separate lists.
What is CRM?
CRM (Customer Relationship Management) refers to the central management of customer and contact data together with the associated activities. The CRM module in VertooERP is an integrated CRM within the ERP: customers, contacts and their history reside in one place and are connected across modules with accounting, inventory management, orders and communication. As CRM software for small and medium-sized businesses, it does not replace a specialised sales pipeline, but instead gives you the complete operational history for every customer at a glance.
Challenges
Sound familiar?
Customer data spread across multiple systems
The address in accounting, the orders in inventory management, the latest email thread in the mailbox. To get a complete picture, staff click their way through three tools.
No end-to-end history
Who ordered what and when, which invoice is outstanding, what was last discussed? Without a shared history, every enquiry starts with a search.
Payment terms not at hand
The agreed payment term is on an old quote or in someone's head. When invoicing, it is guessed or asked for again.
Features
CRM in detail
The CRM module consolidates the master data and makes it usable across all modules. The following features are included:
Cross-module customer history
A customer's history spans all modules: accounting, inventory management, orders and communication are visible at a glance for every customer.
Connected to accounting
The customer's invoices and outstanding items are visible directly on the customer record. You can see the payment status without switching to a separate system.
Connected to inventory management and orders
Orders from inventory management are assigned to the customer. What was ordered and what was delivered appears in the same context as the contact details.
Connected to messages
Communication with the customer is linked to the record. The message history complements the overall history and does not need to be searched for separately.
Customers with payment terms
Store the agreed payment term for each customer. It is ready for further processing rather than having to be looked up again for every invoice.
FAQ
Questions about CRM
Is this a full-featured sales CRM with pipeline and forecast?
No. The CRM module is an integrated CRM within the ERP and focuses on customer and contact management with a cross-module history. A specialised sales pipeline with opportunity stages or revenue forecasting is deliberately not part of the feature set.
What does cross-module customer history mean in practice?
For every customer, you see the activities from several modules in one place: invoices and outstanding items from accounting, orders from inventory management, and communication from messages. You do not have to piece the information together from separate systems.
Can I store a payment term per customer?
Yes. Customers can be created with an individual payment term. This is available in the connected modules, so it does not have to be determined anew every time during further processing.
Which modules is the CRM connected to?
The CRM is integrated with accounting (invoices and outstanding items), inventory management (orders) and messages. As a result, customer and contact data is not locked into a single module but usable throughout.
Who is the CRM module suited for?
It is aimed at small and medium-sized businesses that want to manage their customer and contact data centrally and keep their operational history in one place. Anyone looking instead for a dedicated sales process with pipeline management should check whether a specialised sales CRM is a better fit.
More in the ERP
More modules
Inventory Management Accounting Warehouse Management Dropshipping Time Tracking & Leave Tasks & Projects
A fit for your industry
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