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CRM

CompanyProduct Name/Website Features & Description
ASI SmartSalesASI SmartSales is a comprehensive customer relationship manager (CRM) that will allow you to target leads better, generate
new prospects, dive deeper into your accounts and generate meaningful sales reports that will make a big difference in
your business’ sales.
commonskucommonsku CRM keeps your sales life organized by capturing all of your client information and interactions in one place. Log notes,
meetings and calls for a complete view of your customer history and interaction. Set reminders for yourself as well as other staff.
Manage opportunities and view comprehensive sales reports, plus delegate tasks to staff. Keep track of
your customers, and create presentations, opportunities, and estimates. Send beautiful, dynamic online presentations to your
customers that they can share with colleagues and comment on in real-time.
CompassCompass Customer Service offers potent and practical Customer Relationship Management (CRM) tools to
manage prospects, customers, opportunities, quotes, and sales. As part of the Compass Operations Management
System, Compass Customers fully-integrates with other powerful Compass modules to provide an end-to-end Operations Management System.
DistributorCentralManage leads, customers and supplier information and correspondence. Create follow-ups, assign status, and send reorder reminders to customers.
Filter and sort customers by location, segment, and last correspondence date. All quotes, proofs, and orders in order management are also tracked by customer.
SAGE OnlineManage all of your client relationships, schedule follow ups, tasks and more with the Complete Customer
Relationship Management (CRM) module located directly in SAGE Online. Track the sales progress at each stage straight through
closing, schedule tasks and follow ups, set ratings for each client and track hot leads all in one place. This CRM system
ties in directly to SAGE Online's Order Management and Email Campaign modules for ease of use and time saving.
VISIONCRM is built into their presentation, quote and order management platform, VISION, allowing you to create follow ups,
reengage with customers who’ve not ordered recently, and segment your marketing lists by size, industry, location and more.
Functionality includes
appointment setting, opportunity management, reminders, customer engagement history, and extensive reporting to help identify hot prospects.