We needed a more reliable, powerful and flexible ERP app that scales well to support a large number of concurrent users, and heavy sales and shipping activity. With xTuple, we gained important features needed to move our business to the next stage.
xTuple Comparison — CRM
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.
|Incident (New, Workbench)|
|To-Do (New, List)|
|Project (New, List)|
|Opportunity (New, List)|
|Order Activity by Project|
|Incidents by CRM Account|
|To-Do List Items by User and Incident|
|Contact (New, List, Search)|
|Address (New, List, Search)|
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