CRM Software

CRM Software For Manufacturing

* Video courtesy of our customer Thomas Instruments

* Actual Global Shop Solutions ERP software screenshots

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Accurate Customer Relationships in Real-Time

Customer Relationship Management

Accurate Customer Relationships in Real-Time

MANAGE YOUR CUSTOMERS, LEADS AND VENDORS ON ANY DEVICE

You need accurate, real-time data for your customers, leads or opportunities, vendors and jobs wherever you are. Global Shop Solutions CRM was created specifically for manufacturing, empowering your sales force to sell; allowing you to manage your business relationships; having details on orders, shipping and job status at your fingertips; organizing and maintaining your sales pipeline; managing marketing communication, notes and events - all to provide the highest level of customer service and transparency. Fully integrated with your ERP software and available in the palm of your hand with Mobile CRM, Global Shop Solutions CRM gives you the highest level of productivity and simplification in your manufacturing business. Available on premise and in the cloud.

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CRM Software Benefits

Track Sales and Leads

With the Global Shop Solutions CRM application, easily identify new prospects, see opportunities across the sales team, and track leads that have yet to convert to a customer. Executive dashboards, sales goals, and customized reporting help your management team keep your staff in sync while staying on top of business growth and potential.

With the Global Shop Solutions CRM application, easily identify new prospects, see opportunities across the sales team, and track leads that have yet to convert to a customer. Executive dashboards, sales goals, and customized reporting help your management team keep your staff in sync while staying on top of business growth and potential.

Real-time Data on One Screen

With Global Shop Solutions CRM application, all the data you need to accurately manage your prospects, customers and vendors is right at your fingertips on one screen. Access invoicing, job status, shipments and quoting data in real-time, for any area of your manufacturing operation. Review notes and send out emails to prospects and clients without ever leaving your CRM application.

With Global Shop Solutions CRM application, all the data you need to accurately manage your prospects, customers and vendors is right at your fingertips on one screen. Access invoicing, job status, shipments and quoting data in real-time, for any area of your manufacturing operation. Review notes and send out emails to prospects and clients without ever leaving your CRM application.

High-Level Safety and Security

Not only does Global Shop Solutions CRM application allow you to access your crucial data when you need it, from tracking sales goals to prospects, but all your business’ data is safe and secure on any device. You can securely share customized information with your customers, allowing them to access specific data through the secure mobile application.

Not only does Global Shop Solutions CRM application allow you to access your crucial data when you need it, from tracking sales goals to prospects, but all your business’ data is safe and secure on any device. You can securely share customized information with your customers, allowing them to access specific data through the secure mobile application.

Functionality and Features

Customers
Prospects
Events
Opportunities
Orders
Shipments
Sales quotes
Sales history
Sales goals
Jobs and job status
Executive dashboard
View aging & invoices
View open RMA & create new RMA

Custom reporting
Order History
Work In progress
Payment status
Customer Information
Forecast sale
Sale dollars
Type of sale
Ship date
Payment history
Print statements
View cash receipts & adjustment history
View warranty

Credit limits
Days outstanding
Customer preferences
Contact information
Campaigns
Website information
Map of the billing address
To-do lists
Email marketing
Reprint invoices
View cash trends
Create tasks & view in calendar
Create service requests

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Learn How the CRM Software Application Helps Grow Your Business

Product Sheets

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