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Genius ERP

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Sales & Order Management for Genius ERP

Sales and Order Management Module

All your job information in one place, accessible in real-time. This allows for quick access to all order information, less miscommunication, and greater coordination. From the time an order is placed through final shipment, every aspect of an order is tracked and managed with Genius ERP. Never lose valuable information, manage all order changes and ensure maximum customer satisfaction with Genius ERP

Quoting & Estimating Module

Use data from Genius ERP to create quotes more quickly and accurately. Make-to-order manufacturers need to prepare bids based on empirical values and rough estimates. Genius ERP provides data on suppliers, resources, and similar projects in one simple step. It also facilitates pricing and constantly compares the actual costs against the cost estimate.

With Genius ERP, you can get a head start by getting request for quotes out the door fast and accurately. Based on your buying history, generate RFQs to preferred vendors in fewer steps.

Sales Dashboard and Directory Module

For salespeople, Genius CRM helps track sales opportunities, manage communications with current and prospective customers, and organize sales-related tasks. For managers, Genius CRM displays sales pipeline in real-time, tracks activity of salespeople, and analyzes data about your customers and prospects.

Sales Management and CRM Module

Seamlessly integrated with Genius ERP, the CRM Sales Platform module provides the necessary tools to better manage your sales pipeline. Track opportunities and monitor your sales pipeline in real-time, while benefiting from all-in-one Genius ERP and CRM support.

Seamless ERP Integration 

Genius CRM has a built-in integration with Genius ERP, providing historical information for your sales team. While quotes are done in your ERP, sales opportunities can now be tracked in your CRM. At the same time, you’ll only need one support team for both your ERP and CRM.

Genius Sales CRM Module Features

  • Existing and new customer management
  • Sales opportunity management
  • Task & calendar management
  • Email correspondence tracking
  • Reports
  • Dashboards
  • User roles & permissions management
  • Google Maps integration
  • Integration with Genius ERP
  • Cloud-based for easy access from any location
  • Mobile-friendly
  • Easy-to-use
  • Multi-language capabilities
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Genius ERP Compare All Genius ERP Software

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