May 29, 2018

Customer Relationship Management

Customer Relationship Management module manages pre-sales(Marketing), actual sales process and service area. It helps to improve the profitability of the organisation and focuses on the relationship with the individual customer.

Customer Relationship Management

CRM is the way toward gathering important data on customers after some time, putting away that data in a protected, composed way, and afterwards scanning and separating that data for knowledge into your business keeping in mind the end goal to drive more significant and customized correspondence.

We know the sales process isn't generally the same and now and then exemptions and uncommon circumstances emerge. In this way we've built up a few highlights that enable you to veer off from the standard procedure and still monitor what's going on with each order: split requests, incomplete deliveries, returns, halfway invoices and such, are on the whole effortlessly made and naturally connected, so you can follow-up and finish all cycles.

CRM module of Reformics ERP gives the tools to help keep up the positive client and provider connections. From the underlying advertising effort and sales contacts to the client and specialized help calls, oversees and tracks the subtle elements of each client, partner and vendor communication in a solitary framework. Since our CRM is fused with the whole Reformics ERP’s programming solution, all regions are associated with take-out duplicate data entry and set idle hopping between different inconsequential and remain solitary packages.

CRM builds relationships, not just transaction!

Advantages of using Reformics ERP CRM Module

  • A CRM is a key to helping you to keep in touch with your database and get better organized.
  • Once you use Reformics CRM, you’ll wish you started years earlier.
  • CRM is one of the foundations of a fruitful vocation.
  • Successful Businessman utilizes the CRM to enable them to stay in contact with the previous customers, sustain leads, and remain sorted out and in control.
  • The effective CRM for you is the one that is sufficiently simple for you to learn and utilize, while as yet offering every one of the abilities you require today and later on

Key Features Of Reformics ERP Customer Relationship Management


Basic Features

  • Lead Management

  • Assignment of Leads

  • Lead Follow-up

  • Quotations

  • Amendments to Quotations

  • Quotation Follow-ups

  • Confirmation of Order

Advance Features

  • Sales Order

  • Order Schedule

  • Dispatch Instruction

  • Sales Chalan

  • Sales Invoice

  • Purchase Return

  • Form Details

Post Sales

  • Call Receipt

  • Engineer Allocation

  • Visit Plan/ Schedule

  • Site Visit

  • Proposal for Parts

  • Service Bill

  • Call Completion/ Closure

Request for a Demo


Having a query regarding CRM features or if you are interested to know more about Reformics ERP CRM module functionalities, you may reach us at and we will get back to you shortly.