Customer Relationship Management (CRM)

Remove the barriers that separate traditional ERP and CRM systems


Manage Contact Records
Add contact person records, link to bill-to companies or vendors, and enter orders with pre-populated data.


Manage Sales Opportunities
Track all new potential opportunities and leads with configurable contact search fields.

DEACOM CRM

Deacom’s CRM provides manufacturers with the tools to keep contact details up to date, track interactions with customers, manage sales opportunities, and report on performance.


Launch Email Campaigns
Use any combination of CRM management filters to specify recipients and set up email templates that can be used to send mass emails.


Track CRM Activity
Attach documents and notes directly to contacts, track quote-to-sale conversions, and take advantage of pre-defined note types or configure new note types if necessary.


Generate Reports
Run several different, pre-configured contact reports that can provide information on business trends, segments, or campaigns.

Accomplish all of this and more with DEACOM ERP

Assign Sales Commissions

Assign sales reps as commissionable individuals associated with accounts.

Sales Workflows

Use workflows to both track and, if necessary, require certain steps or tasks to be completed before moving on with additional actions.

Contact Note Records

Capture and record email communications, phone calls, and other configurable communications between specific contacts and DEACOM users.

Manage Reports

Create new reports based on any number of filter criteria and configure user access rights to specific reports with security groups.

Mobility

Access the CRM from your smartphone or tablet with native iOS and Android apps.

Customer Conversion

Link contacts to customers and vendors, and easily turn a CRM record into a bill-to company.

Explore more of Deacom’s ERP software

Ecommerce

Ecommerce

Enhance the purchasing experience of your customers with ecommerce capabilities that are powered by the ERP software.

Financial Reporting

Financial Reporting

Run a range of financial reports to evaluate the health of the business, analyzing the data through different segment positions in the chart of accounts.

Mobile

Mobile

Access real-time reports, make changes to production schedules, and update customer information from a mobile device

Sales Forecasting

Sales Forecasting

Make intelligent, data-driven demand planning decisions by using sales forecasts to drive purchasing and production activities.