Customer Relationship Management (CRM)

The Maconomy CRM solution enables you to manage information about existing customers and potential customers (prospects) in one repository. Information stored in the Maconomy CRM solution is completely integrated with the rest of the ERP solution, which means that accurate client information is always available throughout your organization.

The scope of the Maconomy CRM solution is limited, meaning that our focus is on enabling you to gather all of the information about your clients and your engagements in one database, rather than enabling you to manage campaigns and providing you with more advanced CRM capabilities.

In the Customer workspace, the account manager or the sales person has access to all of the information available for a specific customer. Account managers and sales people have access to information about contact persons, projects, and opportunities for the customer.

The Customer workspace includes both existing customers as well as prospects. When a prospect signs an order, you can convert the prospect into a customer, without any additional work.

The Reports workspace provides reports such as customer profitability, your pipeline, and so on.