CRM

(Customer Relationship Management)

Track all "touch points" with a prospective or current customer contact via activity log. Set and assign follow up tasks so future tasks are not missed. Know your close rate by customer for quotes provided, historical purchases from you, how quickly they pay you and, of course, how profitable their product mix is. Integrate to other relevant modules, such as RFQ, Cost Estimating, Job Cost, Sales Analysis, Accounts Receivable and Margin Analysis to recieve the complete Odyssey advantage - all with no additional effort except a click of your mouse.

  • Extensive customer status and summary information
  • Create and manage a prospect database
  • Capture key communications with Outlook integration
  • Track opportunities via activity tracker
  • Track opportunities thru used defined stages
  • Interfaced with RFQ Tracking, Cost Estimating, Quality, Financial and other key modules