CRM FUNCTIONALITY INTEGRATED WITHIN PSL DATATRACK

CRM (Customer Relationship Management) can cover many areas depending on the type or style of a business.

PSL Datatrack is a modular production management system. Features include a single register for customer contacts that can be shared by everyone within an organisation, rather than each person having their own contact information, as well as document management that enables customer and supplier correspondence to be saved. Tasks can be assigned to Quotations, Works Orders, Purchase Orders or any other modules, making information available for everyone to access.

A sales pipeline feature enables forecasting of the likely success from quotations, as the quote can be graded according to the expectancy and timing of obtaining a potential order. Automatically generated consignment emails can advise customers when goods have been despatched.