Product Details

ProcessPro

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ProcessPro
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Customer Relationship Management for ProcessPro

CRM

Aptean Process Manufacturing ERP software CRM solution provides enterprise-wide access to vital customer information — anytime, anywhere. CRM integrates sales, marketing, and customer service functions, making it easier for everyone inside your company to work together and share critical information.

Features of CRM

Sales Automation
  • Account & contact management
  • Opportunity & lead management
  • Calendar & activity management
  • Sales forecasting & reporting
  • Quotes & order entry
  • Territory management
  • Process & workflow automation
  • Escalations & auto-notifications
Marketing Automation
  • Campaign management & reporting
  • Outbound call & e‑mail marketing
  • Lead & list management
  • Customer segmentation capabilities
  • Detailed campaign analysis
  • Customer care automation
  • Case management
  • Reporting
  • Ticket tracking
  • Knowledgebase
Workflow Automation
  • Customer communication management
  • Customer self-service Web portal
  • Microsoft ® Outlook® integration
  • Web & mobile access
  • Offline synchronization
  • Computer telephony integration (CTI)
  • Automated workflow
  • Configurable/customizable
  • Flexible deployment options

ProcessPro Modules

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