Overview
Customer Relationship Management (CRM) will record all interactions with the outside world and allow you to move seamlessly from the first identification of a suspect to the billing of a customer for a sale, the first engagement with a supplier to their delivery performance, an application from a contractor through to their engagement in a project are just examples of the CRM flow. As part of the kpi.com suite, CRM integrates seamlessly with the other functions allowing you a single view of the relationship. All the interactions between you are stored in one place and can be shared. You can move a contact through the sales cycle to a customer with a project, initiating quotes, proposals and invoices, making purchases of inventory and shipment when a sale is made, recording partnership and supplier relationships whilst managing the financial transactions.
