Aptean Industrial Manufacturing ERP, Traverse Edition - Customer Relationship Management

Manage Contacts, Activities, Tasks, Campaigns and More With CRM

Sales opportunities happen anywhere and everywhere, so you need to have critical customer information at your fingertips wherever opportunities find you. Customer Relationship Management Software gives you complete business management of your customer information whether you’re at your desk or miles from the office.

No matter how your employees connect with the office, CRM Software provides deployment options to give your team access to the information they need, tailored to fit their role. Integration to other Aptean Industrial Manufacturing ERP Traverse Edition applications provides access to a wide range of information while providing the security needed to keep your data safe.

CRM Software Features:

Contacts

• Maintain unlimited contact names, methods (phone, email, fax.) and user-defined fields for contacts.

• Link to Aptean Industrial Manufacturing ERP customers, vendors and employees.

• Establish relationships between contacts, such as employees within a company or corporate structure.

• Import, export and synchronize contact information.

• Attach unlimited documents and files.

• Opt-out settings for individual contact methods.

• Access orders, history and other information in Aptean Industrial Manufacturing ERP.

• Activities

• Automate tracking of data activities.

• Assign label printing or bulk communication activities to contacts or campaigns.

• Create unlimited user-defined fields for activities.

Opportunities

• Receive, categorize and refer opportunities.

• Analyze your campaigns by optionally assigning values and references.

• Obtain inquiries and reporting based on description, probability, date and more.

Tasks

• View task lists and interactive task management screens.

• Assign task follow-up dates and actions.

• Allocate tasks to other users for activities.

Campaigns

• Obtain campaign analysis reporting, including response count and value.

• Interface to Aptean Industrial Manufacturing ERP Project Costing for cost tracking.

• Attach unlimited documents and files.

Opportunities

• Receive, categorize and refer opportunities.

• Analyze your campaigns by optionally assigning values and references.

• Obtain inquiries and reporting based on description, probability, date and more.

General

• Optionally control access to contact information based on user.

• Print (mail-merge), email and fax individual and bulk communications.

• Automatically save user preferences for filters and pick screens.

Want to learn more about how our industrial manufacturing ERP, Aptean Industrial Manufacturing ERP Traverse Edition, can help your business? Contact us today to chat with one of our experts or schedule a demo.