abas Cloud


Customer Relationship Management


The Customer Relationship Management (CRM) module in abas Cloud ERP system provides manufacturing businesses with a complete overview of all customer activity from initial contact through post-sales support. The CRM Workbench consolidates all customer-related activities and data in one central place for easy access.


The CRM functionality is fully integrated into the abas Cloud ERP system, which enables quick and direct access to all customer data including contact information, quotations, orders, invoices, notes, tasks, outstanding items, service requests, and correspondence. Customer documents are archived and accessible via the abas Cloud Document Management System (DMS).


The CRM module in abas Cloud ERP offers the following benefits and features for manufacturing businesses:


  • Convert prospects into orders with fully integrated CRM functionality.


  • Identify the status of current tasks and priorities for more effective time management.


  • Gain a complete overview of all customer activity via the customer file feature.


  • Strengthen customer relationships by having access to all customer activity in the customer file.

  • Improve decision making with standard business intelligence (BI) reports designed for CRM.


  • Generate automatic quotations for potential customers.


  • Quickly access a complete overview of the entire sales process for improved customer service.


  • Easily retrieve all archived customer correspondence via the DMS.