CRM Module

Establishing and maintaining a strong relationship with your potential and existing customers is a crucial part of growing any business and Clever ERPs CRM system can assist in building this relationship.

Clever ERPs CRM simplifies customer account management by allowing you to track any communication you have had with your customers, view order history, monitor performance against targets and see sales trends. From contact information and quotation follow-ups to order queries, courtesy calls, complaints and targeted marketing, our built in CRM module allows you to store and easily view all client information in one place.

Our CRM Module will allow you to:

  • Easily keep track of calls and tasks to ensure any customer queries, follow ups, courtesy calls or complaints are dealt with on time.
  • Schedule tasks and calls for specific staff.
  • Run interest, sector or industry specific email marketing campaigns.
  • View account performance against configurable targets including sales targets and quotation conversion rates.
  • Monitor staff call targets with the MyCo dashboard.
  • View sales trends for specific accounts.


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We have been using the system in our dealings with all the middle and higher-end retailers in the UK, such as Harvey Nichols, Selfridges and John Lewis. Now Clever ERP is helping us move forward and satisfy the needs of customers across Europe.

Martin Cole, Zone Two (UK) Limited

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