CRM - Customer Relationship Management


Customer Relationship Management

Use Opti-GRiD to manage your customer contacts and relationships. Neatly linked together with relevant sales transactions, performance, and repair history, each customer profile provides quick access to a complete history of transactions within the system. Opti-GRiD is your single source for managing critical aspects of customer relationships and transactional details.

  • Track contacts, leads, vendors and customers
  • Assign an account manager to a customer
  • Manage customer members
  • Manage customer activities
  • Automatic activity reporting to account manager
  • Contact activity reporting
  • Easy access to related proposals, sales orders, and projects
  • Export data to Microsoft Excel®
  • Import data via CSV
  • Store related documents in the cloud

Sales and Proposals

From proposals to the sale of serialized or non-serialized inventory, the sales team will see a dramatic improvement in their efficiency. Partial deliveries, packing slips, and multiple customer delivery locations make the sales process simple and intuitive.

  •  Generate professional-looking proposals in minutes via pre-configured pricing and discount allowances
  • Integration of cover letters, terms and conditions, and HSE statements
  • Define global price and discount schemes for individual parts and services, with optional applicability to region and customer
  • Automatic notifications sent to account managers warning of deadlines 
  • Store related documents in the cloud
  • Create hierarchical estimates (drag & drop) using historical transaction data
  • Link or convert proposals to sales orders
  • Handle inventory sales and rentals, and services
  • Partial deliveries and packing slips
  • Intuit™ QuickBooks integration
  • Export data to Microsoft Excel®
  • Real-time delivery notifications to customers and internal finance personnel
  • Group or separate serialized items on packing slip