Customer Relationship Management for Genius ERP

Genius ERP’s fully integrated CRM module helps you manage the entire customer lifecycle — from prospect to cash — so you can build stronger relationships and drive growth. With complete visibility into customer interactions, sales orders, shipments, and invoicing, your team can respond faster and work together more effectively.

CRM & Customer Management

Centralize all customer and vendor data in one system. Genius ERP eliminates duplicate information and gives every department access to real-time customer history, so you can deliver a seamless experience from quoting to delivery.

Key Features:

• Single database for all customer interactions
• Complete sales, support, purchase, and shipping history
• Real-time access to job status, shipments, and invoices

Quoting & Sales Orders

Prepare accurate quotes and sales orders quickly using real-time cost data. Genius ERP connects customer information with your purchasing and production data to help you price accurately and meet delivery dates.

Key Features:

• Generate RFQs to preferred vendors based on buying history
• Apply margins automatically based on true costs
• Track sales orders and work order progress in real time

Customer Service

Support customers quickly and effectively by managing service requests, incidents, and returns directly within Genius ERP. With full visibility into each customer’s history, your team can resolve issues faster and improve customer satisfaction.

Key Features:

• Track service needs and incident reports end-to-end
• Process returns efficiently with real-time updates
• Access full customer history for every service interaction