SYSPRO | CRM for Syspro

To extend the benefits of the SYSPRO enterprise system by supplying all the key components of customer and supplier management in a single module that seamlessly integrates to back office accounting and ERP   functionality, as well as Microsoft front office programs.

Sales Features

  • Manage sale opportunities
  • Create and link opportunities to specific accounts
  • Define unlimited number of fields/forms/folders against opportunities
  • Maintain a complete history of activities with unlimited notes
  • Create and link appointments, tasks and activities
  • Execute graphical sales pipeline reports in real-time based on user-defined metrics
  • Track key sales milestones
  • Utilize sales process management features
  • Analyze competitors, buying issues and project trends
  • Store knowledge base of competitor information
  • Produce sales expense and win/loss analysis
  • Extensive reporting capabilities

The Value of CRM for SYSPRO

  • Enterprise-class functionality that is feature-rich and easy to use
  • Real-time integration to SYSPRO ERP
  • Extensive customization capabilities without programming
  • Easily customize dashboards by user or department
  • Extensive tools for administration and security
  • Quick ROI with rapid implementation & training
  • Implement automated processes to match business requirements
  • One solution supports sales, marketing, service, fulfillment and accounting

Marketing Features

  • Established campaign records for unlimited user-defined campaign types
  • Define unlimited number of fields/forms/folders against campaigns
  • Create and link appointments, tasks and activities
  • Attach unlimited documents of various types
  • Track estimated budgets and actual expenses
  • Link account responses and opportunities
  • Generate revenue forecast
  • Illustrate real-time profitability analysis
  • Execute Email or fax broadcasts and direct mailings

Service Features

  • Establish user-defined Service Level Agreements per account
  • Affiliate and track user-defined warranty programs for inventoried items
  • Log and track service tickets for specific accounts related to serial or lot traceable items
  • Route and escalate reported service tickets automatically based on defined rules
  • Create and link appointments, tasks and activities to service tickets
  • Define unlimited number of fields/forms/folders against service tickets
  • Maintain a complete history per service ticket
  • Populate and utilize the natural language knowledge base
  • Perform extensive searches for problem resolution’

Integrated Accounting

  • Combine prospects with SYSPRO customers and suppliers in the same CRM database
  • Convert prospects to customers or suppliers directly from CRM
  • Synchronizes accounts, contacts, phone numbers, bill-to and ship-to addresses
  • Queries the SYSPRO accounting database real time from CRM
  • Produce quotes and purchase orders in real time
  • Create SYSPRO sales orders directly from CRM
  • View accounting activities directly from account records
  • Accesses rights-based, field in screen level security on accounting functions

Other Key CRM Features

  • Fulfillment - a feature-rich literature inventory and mail request management system
  • Reporting - a comprehensive built-in report writer for generating and executing internal and external report
  • Executive view - provides graphical views of Sales and Opportunities and Service Tickets for high-level analysis


  • SYSPRO CRM integrates with SYSPRO Accounts Receivable, Accounts Payable, Sales Orders and
  • Quotation modules
  • Bi-directional synchronization with MS Outlook
  • Synchronize remote/off-line databases