The contact management system tracks and records every stage in the sales process for each prospective client, from initial contact to final disposition. Store company and contact information for new and existing customers. Create pipelines to manage open deals and ensure no lead gets left behind. Users can log a call, create to-dos, schedule events, and add notes and attachments.

With complete integration with the ERP system, S2K CRM provides you with real-time access to inventory, sales history, and more, empowering your sales/customer service teams to best assist customers and leads. S2K CRM allows your sales team to review full product information including specifications, images, and availability across all companies and locations. They will know what’s in stock and what’s out of stock, they will know when shipments will arrive, and when production will be complete.

Design security-controlled dashboards and reports that provide you with the most pertinent data in real-time.

Powerful KPIs display real-time ERP data for open orders, quotes, receivables, sales, inventory, and much more. Sales managers can summarize this view for their entire sales team. Leveraging this dynamic home page, sales representatives can access all the CRM applications, the full ERP system, third-party browser-based solutions, and bookmark key external websites, documents, reports, and dashboards.

Create alerts and reminders via for team members to follow up on leads, reach out to prospects, and more.

A daily task page keeps your sales team productive by reminding them of scheduled to-dos and calendar events to keep the sales process moving forward. Activity history displays a timeline of all interactions for every account, and Alerts display critical issues that require immediate attention.

Integrate with Outlook and your phone provider for automatic logging of emails, calls, and calendar to S2K CRM. This two-way integration ensures all your customer interactions, regardless of source, are automatically captured and reflected in a single, unified view. With S2K CRM, you have a complete picture of your customer relationships at your fingertips, empowering you to provide exceptional service.