Module 12

CRM

Module in development

In development: customers, contracts and shipments in one loop with production and finance.

What it does

The module is in development. The area is led by our own specialists, and the order of work is set by the companies already running the system.

What is planned

  • customer card with contacts, contracts and relationship history
  • quotations and their conversion into a contract
  • shipments linked to production actuals and completion certificates
  • receivables together with the finance loop
  • sales pipeline and indicators for account managers

What covers it today

Today customer contracts, quotations and certificates are handled in the documents, production and finance loops: a shipment is backed by actuals, and revenue reaches the accounts from completion certificates.