Customer Relations Overview

With excellent service often walking hand in hand with greater profitability and success, it is vital for businesses to strive to build and maintain strong relationships with their customer base. With OrderWise, businesses are provided with a wide range of modules and features that are tailored to ensure that their customer relationships are always effectively managed. From our Contact Manager and well established CRM system made for handling sales opportunities to our Telephony and Postcode Integrations that make contacting and finding customers much simpler, OrderWise is purpose built for progressing customers from the point of enquiry through to a successful close, with maximum commercial advantage being gained along the way.



Effectively manage new enquiries, customer account contact, all sales opportunities and general interactions with clients with OrderWise Customer Relationship Manager (CRM). With OrderWise CRM, businesses are able to fully customise opportunity details, milestones and tasks to suit their requirements, manage their staff’s time through diary and pipeline management, integrate with Microsoft Outlook, as well as obtain easy access to an entire history of customer conversations to use for sales advantage. A comprehensive management suite, OrderWise CRM gives sales staff the tools they need to provide excellent service that ensures clients return again and again, while also providing managers with full insight into the company’s sales pipeline.

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Contact Manager

Ensure amicable relationships are maintained with both customers and suppliers and easily manage inter-department interactions with OrderWise Contact Manager. With functionality to manage customer and supplier follow ups, integrate with Microsoft Outlook and build a fully auditable log of all internal and external communications, OrderWise Contact Manager is perfect for companies looking for simple management of their business relationships.

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Telephony Integration

Use OrderWise TAPI (Telephony Application Program Interface) integration with our CRM system and gain the ability to call clients with one simple click within OrderWise, alert staff when they have incoming calls, automatically open customer records and more.

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Postcode Integration

Ideal for use with OrderWise CRM, our Postcode Integration allows businesses to find both customer and supplier addresses simply and efficiently, automatically entering the right addresses to help streamline the process of adding these details.

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For more information call us on 01522 704083 now.