BigwigERP CRM module
The CRM module delivers all the basics of customer relationship management tools expected of a small business.
you still importing customer data spreadsheets to bring it all together?
BigwigERP does it for you on the fly. Every order is checked to find an existing customer, if no contact is visible it will create it on the fly and add the new order.
Add Company to contact
New Contact Creation
Contact list view
Lets you connect staff with the companies they work for to easily group sales and gather statistics.
Contact Profile
The standard view quickly displays a map view along with other important information about the customer. It offers quick access to various profile data including order and sales history including items sold.
Multiple shipping addresses
Create multiple shipping addresses for any customer to easily keep track of billing and drop-ship addresses for one customer.
Centralized Data all the time
Think of the value of having contact data entered one time by the customer instead of staff, eliminating typical typography errors that tend to happen as the date is re-entered manually. How about the value of keeping your customer data to yourself and not sharing it with another provider like 3PL If you sell to companies you know their staff changes over time and it’s best to focus on the company rather than the individual when it comes to business intelligence.
BigwigERP helps you group multiple buyers or staff with one company to centralize order history views and other data. Daily sales data is then easily pushed out to bookkeeping software like QuickBooks for error-less transfer of information in a matter of seconds.
The sales team enjoys basic features like click-to-dial from the contact view and having order history, and average order size. items ordered available on the fly when the customer calls in.
As orders come in from various sales channels BigwigERP checks to see if the contact already exists. if not, it creates the contact and enters the order into the history. Export to .csv file makes it easy to send filtered lists to your favorite mail marketing system
Pricing
unlimited users – limited-time offer
