Unleash your salespeople from the shackles of being a data-entry staffer and return them to making sales!

Attract potential customers via marketing or follow-up/outreach.

RFQs can be entered manually the traditional way through data-entry, or through a single button click on Outlook.

Like RFQs, Vendor Pricing can be entered either manually or with a single click from Outlook.

Getting the theme? Just like RFQs and Vendor Pricing, Quotes can be either manually entered, or entered automatically by a cCRM button click in Outlook.

This part of the process cannot be automated-- make the deal work!

Send the PO directly from cCRM, from your own email account-- a single button click, without even needing to switch back to Outlook!

Check stock and allocate items for the order directly from your inventory (if there is stock available).

Order from vendors if stock in inventory is insufficient.

Ship the product and the tracking number will be automatically emailed to the customer and tracked in the system every day until delivery.

Invoice directly from cCRM using your own email address with just the click of a button.

Confirm delivery automatically and resolve any issues.

Customer submits payment per the invoice terms.

Automatic reminders to follow up if payment hasn’t been received.

Maintain customer relationships and track future needs.