CRM & ERP Systems

Use a customized, scalable CRM or ERP system to meet your customer engagement goals without having to purchase additional licenses for each new user.

A CRM, or customer relationship management system, is a tool that assists you in managing the interactions and relationships between your business and its clients. CRM systems frequently incorporate features like project management, order processing, and finance, but they are typically used by the sales and marketing departments.

A CRM system is frequently included in an ERP, or enterprise resource planning system, which is used to handle the daily operations of a business, including project management, finance, and operations.

What is the difference between ERP and CRM?

ERP and CRM systems are very similar, however, they each have different purposes within a company. ERP software is made to synchronize activities and procedures between several corporate departments. CRM systems usually concentrate on the sales side of the business by organizing, automating, and coordinating sales and marketing operations within a company as well as managing the organization’s connections with present and potential clients. Although there is frequent overlap between which components belong in which, ERP is typically seen as the bigger, more complete system that unifies most corporate activities in one location.

Benefits of a Bespoke CRM or ERP

Many businesses share their client information via paper documents, post-it notes, emails, many spreadsheets, and Access databases. By combining all of this data into a single, streamlined system that provides you with a single, comprehensive view of the customer, a CRM system can significantly enhance the service you offer to your clients.

Custom CRM & ERP Development by NeoSoft

Without the need to buy additional licenses for each additional user, we may design a customized system that: 

  • Enables clients to quickly add new users and PCs;
  • Integrates with important programs and systems you already use;
  • Possesses characteristics that can be activated and deactivated to allow for easy scalability with corporate strategies and any modifications to business operations;
  • Enables users to construct various dashboards for various departments;
  • Individual permissions depending on the amount of authority;
  • Gives customers secure, round-the-clock access to your data via any web-connected computer, tablet, laptop, or phone;
  • Enables users to quickly and easily create customized reports at the push of a button, gathering information from many departments to provide an overall picture.