xTuple Comparison — CRM

CRM Module

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The Corporate Relationship Management (CRM) Module covers much more than just customers. A CRM Account can have any number of relationships, including Prospect, Customer, Vendor, Partner, and Competitor. Individual Contacts are associated with Accounts as well.

Integrated Opportunity Management tracks pre-sales activity. There is even basic Project Management with the ability to associate Quotes, Sales Orders, Work Orders and Purchase Orders with individual Projects.

 

The integrated Corporate/Customer Relationship Management functionality is crucial to maximizing xTuple business software (PostBooks® as well as Commercial Editions). xTuple’s CRM allows you to organize, synchronize and manage ALL of your business contacts and communications, including sales and marketing opportunities, customer incident management, to-do lists and projects, and more.

 

  xTuple PostBooks® Edition xTuple Distribution Edition xTuple Manufacturing Edition xTuple Enterprise Edition
Incident (New, Workbench) 
To-Do (New, List) 
Project (New, List) 
Opportunity (New, List) 
Reports 
     Order Activity by Project 
     Incidents by CRM Account 
     To-Do List Items by User and Incident 
Account (New, List, Search) 
Contact (New, List, Search) 
 Address (New, List, Search) 
Master Information
     Titles 
     Incident 
          Categories 
          Priorities 
          Severities 
          Resolutions
     Opportunity   
          Sources
          Stages
          Types
     Characteristics

 

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