Customer Relationship Management for Intuitive ERP

As of 2021, Intuitive ERP is now known as Aptean Industrial ERP

Customer Portal Module

Intuitive’s Customer Portal module harnesses the power of .NET web services to provide e‑commerce capabilities to your business. Your customers can check their activity status, enter orders, and peruse products through the ease of an on-line Web catalog. This functionality dramatically increases customer satisfaction while decreasing your sales and service administrative costs. 

• Sell your products on the Web 
• Allow customers to look up order, shipment and account status 
• Customize the catalog and pricing for each customer using a simple matrix 
• Accept multiple currencies 

With Customer Portal, customers can log on to your secured Web site and browse a catalog of your products. You can also choose to have the catalog automatically customized for each customer to only include items you have specified, with the price matrixing approved for that particular customer. Customers can easily enter orders from the Web, which are sent directly into your Intuitive ERP system and treated as a normal sales order. Automatic e‑mail confirmations are sent to the customer when the order is received and when the order has shipped. 

Your customers can also look up the status of their orders, shipment activity for all orders or a specific order, their current aging, and other reports — all over the Internet.

Marketing Management Module

The Intuitive CRM marketing management features provides a single location to create and track the details — and results — of your company’s targeted marketing campaigns. You can create targeted mailing lists of potential and/or current customers with the Search Manager and select the search to be associated with the marketing campaign. Deploy a campaign by automatically creating a mass-email or mass mail-merge document to all campaign participants. You can easily keep track of participants pre- and post-launch.

After launching a campaign, Intuitive CRM allows you to manage responses and associate opportunities to campaigns. A Marketing Response wizard is incorporated directly into the pane system, allowing users to quickly enter response information. You can compare actual responses with forecasted response rates to determine campaign ROI. 

Intuitive CRM also complies with ​‘Do Not Solicit” regulations, ensuring that companies / individuals who request to be removed from future campaigns are automatically excluded from future campaigns.

Warranty/Contracts Module

Warranty Tracking and Service Contracts 

Service and Repair also allows you to manage service contracts and establish and maintain warranty agreements. Track warranty expiration dates, manage serial number information/history, search incident related data based on unit serial number, keywords, warranty expiration dates, priorities, status, etc., and more.