Your customer will love doing business with you and you will n ever miss out on any opportunity. Never again will you have to tell your customers "let me look this up and I will call you back". You will have all your information within one click. Essential information about your opportunities and existing customers are displayed in Achiever ERP. According to your sales process, your sales representatives can indicate the probability of a sale being completed. Sales activities can further specify and consolidate your opportunities. Based on an opportunity, automatic quotations can be generated with Achiever ERP.

Quotations can easily be created to complete the sales cycle. Forward tasks to your employees, create notes for customers and opportunities, and classify them according to certain criteria. Your business correspondence is archived with an optional document management system. This ensures fast access to all information regarding your customers and opportunities.

CRM

With Achiever CRM you can:

  • Easily manage Customers and Prospects
  • Create and manage tasks for yourself and others
  • Enter notes and opportunities for Customers and Prospects
  • Archive all business correspondence with document/file management

Functions

  • Integrate with Outlook email
  • Calendar integration
  • Create and manage quotes, sales orders and invoice
  • Forecast/Mange and Report on sales opportunities
  • Manage mass email and mail campaigns
  • Telephone integration (optional)

Workflow