Marketing & CRM
From a customer’s first contact to tracking their orders, all in one record.
What ParsysERP does here
- See each customer’s details, purchases, orders and balance in real time.
- Know which stage every order from every customer has reached.
- A web portal for customers: track and repeat orders, check invoices, approve or reject designs, and open support requests.
- Reports on customer activity, dormant customers ranked by value, and the pipeline of open orders.
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Customer relationships start before the sale: through the website, phone, a mobile app or a visit. The ParsysERP CRM module records full customer details, shows each customer’s purchases and orders in real time, and tells you what they owe or are owed.
Parsys gives customers a web portal where, without calling you, they can track and repeat orders, check invoice status, approve or reject proposed designs, and open support requests.
The dormant-customers report lists customers who have gone quiet (180 days by default), ordered by lifetime value, because a big customer going silent matters more than a small one.
Modules in this department
- Customer relationship management (CRM)
Screens
See Marketing & CRM on your own orders
The demo is prepared for your industry’s process. A Parsys consultant will contact you to arrange a time.