Do I need a separate CRM as well?

Not for leads, opportunities, follow-ups and quotes. PrimoERP keeps them with the rest of your business, so you have one system to learn and one customer record.

Can each salesperson see only their own leads?

You decide. Each person can be given their own leads, their team’s, or all of them, and managers see the whole pipeline.

Can I see a customer’s invoices from the CRM?

Yes. The customer’s record shows their quotes, orders, invoices and what they still owe.

Can we bring in our existing contacts?

Yes. We import your customers, contacts and open leads from Excel or your current tool, and check them with you before you go live.

CRM Software for Small Businesses

Do leads go missing like this?

be honest

The lead is on a sticky note.
An enquiry comes in by phone, someone writes it down, and the note is gone by Friday.
Nobody called back.
The quote went out, everyone meant to follow up, and the customer bought somewhere else.
The salesperson left, and so did the contacts.
Every conversation was in one phone. The next person starts from nothing.

One lead, followed up on time.

An enquiry for office furniture, from the first call to the order.

Enquiry comes in, saved as a lead: Day 1
First call, next follow-up setreminder set: Day 2
Visit, opportunity worth 120,000: Day 6
Quote sent from the opportunityno retyping: Day 7
Reminder: “Did you get our quote?”nobody had to remember: Day 14
Won, and the order is made: Day 16

Every step is on the lead’s record, so whoever picks it up next knows where it stands.

An illustration. Your stages, reminders and follow-up times are your own.

Everything a deal needs, in one record.

Every lead written down

A call, a visit or a referral becomes a lead with its source, its owner and what was said.

Follow-ups that remind you

Set the next call when you hang up. The reminder comes on the day, so no lead goes quiet by accident.

Your pipeline, by stage

Open opportunities by stage and value, for each salesperson and for the whole team.

A quote from the deal

Make the quote from the opportunity. The customer, contacts and items carry across.

One customer, one record

When a lead becomes a customer, it keeps the same record. A likely duplicate is flagged when someone creates it.

Invoices and payments, in view

Before you call, see what the customer has bought, what they owe and how long it has been owed.

Works with the rest of PrimoERP.

Sales and invoicingQuotes become orders, orders become invoices.Read more AccountingEvery invoice and payment in the books, by itself.Read more InventoryKnow what is in stock before you promise it.Read more ReportsSales by person, by customer and by month, from the same data.Read more

CRM questions people ask us.

1.

What is a CRM inside an ERP?

A CRM keeps your leads, deals and follow-ups. Inside an ERP, it shares one system with your quotes, invoices, stock and books, so a won deal becomes an order without copying anything across.

— the PrimoERP team

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