Global Shop Solutions ERP CRM is a comprehensive customer relationship management solution designed for manufacturing businesses. It centralizes customer, vendor, and prospect data while integrating seamlessly with ERP modules to provide real-time visibility into sales, jobs, invoicing, and shipping. With advanced dashboards, reporting tools, and CRM integrations, this module empowers sales teams to manage pipelines, track performance, and improve customer engagement from any device.

Features

• Customer & Vendor Management: Store and manage detailed profiles, preferences, and contact information.
• Prospects & Opportunities: Track suspects, prospects, and opportunities for effective lead management.
• Sales Tools: Access quotes, history, goals, and pipeline charts.
• Job & Order Tracking: Monitor job status, work in progress, shipments, and payment status.
• CRM Integrations: Connect with HubSpot, Salesforce, SugarCRM, Unanet, and more.
• Financial Visibility: View aging, invoices, credit limits, days outstanding, and payment history.
• RMA Management: View open RMAs and create new ones easily.
• Custom Reporting: Generate tailored reports for sales and customer data.
• Marketing Tools: Manage campaigns, email marketing, and website information.
• Dashboards & KPIs: Visualize performance with KPI charts and user dashboards.
• Task Management: Create tasks, service requests, and view them in calendars.
• Document Access: Reprint invoices, print statements, and view cash trends.
• Mobile Compatibility: Access from any device and operating system; Android and Windows compatible.

Benefits

• Connect All Your Data: Real-time access to invoicing, job status, shipping, quotes, and more.
• Empower Sales Teams: Use dashboards to organize and maintain sales pipelines effectively.
• Improve Customer Engagement: Manage relationships and communication seamlessly.
• Increase Efficiency: Reduce manual work with integrated tools and automated processes.
• Flexibility: Compatible with multiple CRM platforms and accessible from any device.
• Better Decision-Making: Gain insights through KPIs, forecasts, and custom reports.