Work Smarter, Not Harder with CRM for SYSPRO

Experience a web-based, mobile-friendly CRM application for manufacturing and distribution that works seamlessly with your SYSPRO ERP solution. So you can manage your business-critical sales, marketing, and customer service processes with ease.

See CRM for SYSPRO in action:

 

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Modern Features that Solve Your Biggest Challenges

Used to getting your data from Excel spreadsheets? No problem. We’ve included standard Excel functionalities, such as global grid, view or column-based lookups, plus functions like Quick Add, inline editing, import wizard, and bulk actions, to make it easy to find, extract, and make sense of your data.

Never let another customer or supplier issue slip through the cracks – maintain a complete interaction history and ensure a faster response time with service ticket tracking, automated routing, and tiered escalations.

Stop wasting time doing the same thing over and over again – automate your repetitive, day-to-day tasks, such as sending email, scheduling appointments, creating alerts, and more.

Get a 360-degree view of your customers. Combine real-time data from every stage of the customer journey into complete view of each relationship.

Build custom charts and graphs that display directly within your CRM records; drill down into this data for faster analysis.

Create custom reports and launch directly from your CRM with the integration to SQL Reporting Services. Report on CRM data, SYSPRO data, or any other data source.

Turn your CRM solution into a strategic partner. Easily track leads, campaigns, and budgets, execute targeted communications, and analyze the ROI of your initiatives.

CRM for SYSPRO synchronizes Outlook data; empowers you to interact directly with contacts on LinkedIn, Facebook, and YouTube; and, imports directly from CSV files including data like accounts, contacts, campaigns, opportunities, service tickets, and custom entities.

CRM for SYSPRO is designed to work exactly as you do, so you can maximize ROI and ensure rapid implementation, training, and adoption.

Integrate with your other applications and system with quick launch capability and extensive API call support.

Choose to deploy in the Cloud or on premise.

Need to track estimated cost reporting, budgets and actual expenses? Want to understand the lifetime value of your customers? Build custom widgets to display your KPIs in a consolidated dashboard visualization of all metrics.

Leverage IFrames on record forms to display data from any web page – right inside of the CRM. Or, display web-based reports within record frames.

Keep your data safe from unauthorized access with a robust group and role-based security model.

Make business happen anywhere. CRM for SYSPRO's web-based, responsive design gives your workforce access to business data at anytime, anywhere, on any device.

Resources

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CRM for SYSPRO Product Pillars

The CRM for SYSPRO four product pillars are based on a foundation of being simple to use, intuitive, engaging, and always available. Our CRM software solution is tailor-made to help manufacturers and distributors, like you, maximize revenue and make remarkable gains in productivity. Work when, and where you want with a CRM that moves with you while finding complete success by integrating the front office and the back office.

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Anytime Access to CRM Data

Always On

Mobile-first | Cloud-first

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Easy-to-Use CRM Interface

System of Engagement

Driving User Collaboration and an Enhanced User Experience

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Out of the box ERP
Integration

Future Proof Your CRM Investment

Robust API Catalog

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Sales-and-Operations

Email & Appt Integration
(Office 356)

Business Process Optimization

Workflow Automation

ERP + CRM Solutions: Specially Designed for Your Industry

Trying to integrate ERP and CRM from different vendors can be costly, complex and risky. With CRM for SYSPRO, you can be sure that your customer information is connected to support efficiency and productivity across the entire organization, streamlining finance and accounting, production, supply chain management, logistics, and other management operations.

Customer Success Story

“CRM for SYSPRO has had a great impact on us. The transition to the web-based version has equipped our sales team with the real-time data that they need to make informed decisions. Our team has the ability to see sales order history, recent customer service issues, and other pertinent items related to each customer no matter where they are. On an executive level, the appointments feature allows our management team to see where their sales reps are when they’re in the field, where they are going, and what’s been discussed. It’s really helped us a lot with our overall visibility and collaboration.”

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Performance Machine

“CRM for SYSPRO has been valuable four our reporting capabilities. With live SYSPRO sales data pulling into CRM, it has helped us tremendously by allowing us to see the complete product sales history for each customer.”

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Seattle Chocolates

Innovation and Partnership

Explore the SYSPRO ERP solution for your specific industry