CRM and Sales Management
Built-in CRM and sales management so that leads, quotes, and orders flow directly into production, purchasing, shipping, and accounting — eliminating duplicate entry and simplifying customer management.
Cetec ERP Can Help You
Strengthen Customer Relationships
- Manage leads, opportunities, and accounts in one system.
- Anticipate customer needs and respond quickly to requests.
- Log notes and activity history for consistent customer management.
Strengthen Customer Relationships
- Manage leads, opportunities, and accounts in one system.
- Anticipate customer needs and respond quickly to requests.
- Log notes and activity history for consistent customer management.
Other CRM Features Include
Customer Records
Manage customer files, contacts, shipping/billing details, and business types in one record.
Opportunity Management
Track opportunities through defined workflows, assign sales responsibilities, and link to quotes/orders.
Opportunity Pipeline
Forecast potential revenue with pipeline tracking and dashboards adjusted by closure probability.
Customer Programs
Manage programs tied to customers and opportunities for structured business development.
Lead Management
Capture leads, lead sources, and programs, and move them through defined workflows for easy collaboration.
Lead Pipeline Dashboards
Project lead values month-to-month with probability-adjusted metrics.
Quote Management
Create and revise quotes, track changes, and convert quotes directly to orders.
Customer Communication History
Track notes, interactions, and knowledge base entries across leads, opportunities, and quotes.
Reminders & Calendar Integration
Set follow-ups and sync reminders with Exchange, Outlook, or Google Apps.
Sales Activity Tracking
Run “last touched” reports, monitor open quotes, and review sales activity across users.
Customer Pricing Levels
Support pricing tiers by customer or by customer business type.
Sales Team Tools
Track inside/outside sales, manage commissions from quote to invoice.
RMA Management
Enter RMAs against customer orders, process rework orders, and track costs.
Notifications
Configure automated email alerts for workflows and sales actions.
Sales Forecasting
Use forecasting tools to project sales based on historical and pipeline data.
Why It Matters
Sales drives everything, but it’s only as effective as the information behind it. With CRM and sales management built into Cetec ERP, your team works from a single source of truth — customer data, quotes, and opportunities directly tied to production, purchasing, shipping, and accounting. This integration keeps sales aligned with operations, eliminates silos, and helps manufacturers deliver on customer expectations with confidence.