CRM

Customer Relationship Management

The generic Open ERP Customer Relationship Management system enables a group of people to intelligently and efficiently manage leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc. It manages key tasks such as communication, identification, prioritization, assignment, resolution and notification.

Open ERP ensures that all cases are successfully tracked by users, customers and suppliers. It can automatically send reminders, escalate the request, trigger specific methods and lots of others actions based on your enterprise own rules.

 

Key Points:

  • Automatic incoming and outgoing email processing using the mail gateway,
  • A generic and fully customizable system,
  • A configuration wizard to help you setup it as per your requirements.

 

Integration Benefits:

  • Integrated with the enterprise calendars,
  • Integrated with sales, purchases and after-sales services,
  • Enterprise processes running through workflows.