The PBSA POS CRM module is a simple and effective customer relationship system designed for wholesale businesses.
Not only is the system easy to use, it is part of the core PBSA POS so that you have access to all your customer, product and sales data in the one place.
The sales pipeline management approach involves creating opportunities with a potential value and close date, that are linked with leads or customers and that have related items and tasks including phone calls, emails, meetings, quotes and sales. These phone calls, emails and meetings integrate with Microsoft Outlook via the PBSA POS CRM Outlook Plugin.
Tasks and Meeting
On entering the CRM screen the view lists all your tasks in date and time order so that you can focus on getting what's important done. We all know sales is about working your sales pipeline and doing the numbers, PBSA POS CRM module makes this easy.
Create an opportunity, link it with a existing customer or new lead, give it a rank, status, potential dollar value and close date. Now you can create quotes and tasks and manage all your opportunities. The search filters enable you to sort your opportunities via rank, value and close date.
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