i21 CRM is a fully functional Customer Relationship Management software. Integration with other i21 front-end and back-office modules means from the very first interaction, every aspect of your customer relationship is captured. Providing a 360-degree, single-source of truth, solution able to be leveraged across the business to meet customer needs and drive profit for your business.

i21 CRM module enables you to:

• Drive profitable growth
• Deliver high-quality customer service
• Increase customer loyalty & satisfaction
• Improve customer retention & relationships

Capabilities & Benefits

• Collect, manage & monitor customer and prospect data
  • Better understand purchasing behavior
  • Improve customer responsiveness
  • Make more informed business decisions
  • Support targeted marketing campaigns
• Year over year usage analysis to proactively identify potential business threats and opportunities
• Company-wide access to customer data ranging from contact information to communications to open quotes, orders and contracts all the way through to service history, invoices, credit limits & more…
• Maintain detailed competitor information and associate it with sales opportunities and customer accounts
• Dashboards to identify trends, measure & forecast sales activity, opportunities & pipeline as well as overall business performance
• Determine how to allocate resources to enhance profitability
• Understand how to effectively spend customer communication dollars

Independent Report: 7 Reasons to Integrate ERP and CRM