Customer Relationship Management
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Build and maintain powerful and valuable relationships with your customers
With OrderWise CRM your staff can stay on top of keeping in touch with customers.
- Automatically record when quotes have been sent and set follow up tasks
- Create custom data fields to store data that’s meaningful to your business for every contact for reporting and analysis
- Group tasks and entries by types. i.e. New Enquiry, Follow Up, Scheduled Maintenance etc
- Assign tasks to other people or other departments
- View tasks to do by person or department
- Record time spent on tasks
- Send emails directly out of CRM
- Record every contact with a customer to provide a detail log of communication
- Deals with Sales CRM requirements, chasing and order escalation.
- Deals with Service CRM requirements, scheduled maintenance or installation.
Maintaining up-to-the-minute awareness of the status of customers whilst retaining a tight hold over your organisation is no small feat; but thanks to OrderWise CRM you can feel assured of a highly productive staff providing a first-rate service to a more-than-happy customer base.
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OrderWise features integrated CRM so you can manage customers and their orders in one easy to use system.
If you’ve ever grown tired of hearing “I’m sure the sale will be complete tomorrow” or “it’s pretty much in the bag” from members of your sales team, then OrderWise CRM Software may be exactly what you need. Keeping you in the loop with regards to what your sales team is doing and, perhaps more importantly, when. OrderWise CRM gives you the facts, not what you “want” to hear.

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