CUSTOMER RELATIONSHIP MANAGEMENT
Customer Relationship Management (CRM) is a system used to manage interactions with current and potential customers.
The goal is to build strong customer relationships, improve satisfaction, boost sales, and drive business growth.
In simple terms, CRM helps businesses track every customer interaction, manage sales leads, and improve service quality—all from one centralized platform.
Key Functions of CRM in Projex ERP
1. Lead Management
- Capture leads from multiple sources
- Assign leads to the right sales team
- Track lead status, history, and follow-ups
2. Customer Data Management
- Store complete customer details: contact info, business history, preferences
- View full interaction history (calls, emails, meetings)
3. Sales Pipeline Management
- Manage deals at every stage of the sales cycle
- Track opportunities and forecast sales
- Set reminders and schedule follow-ups
4. Communication & Follow-ups
- Send emails or messages directly from the CRM
- Set alerts for meetings, calls, and tasks
- Automate reminders and responses
5. Customer Support & Service
- Manage support tickets and complaints
- Track resolution time and customer feedback
- Improve customer satisfaction and retention
6. Reports & Insights
- Get detailed reports on sales, lead conversions, customer behavior
- Analyze performance to improve strategies
Benefits of Using CRM in Projex ERP
Improves customer satisfaction and retention Helps convert more leads into loyal customers Reduces missed follow-ups and lost opportunities Gives full visibility of customer journey Supports business growth with real-time insights
Who Should Use CRM?
Any business that deals with customers—whether retailers, wholesalers, service providers, or manufacturers—can benefit from CRM.
It’s essential for teams in Sales, Marketing, Support, and Management.
In short, the CRM module in Projex ERP helps businesses manage and grow customer relationships, leading to better communication, higher conversions, and long-term success.