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Customer Relationship Management

Customer Relationship Management (CRM) is a web-based software product used by sales and sales management staff to view and maintain in-depth information about customers, prospects, leads, competitors, and market intelligence. It aims to streamline the sales process of metal service centers and metal distributors.

INVEX-CRM Features

  • Customer, Prospect, Lead, & Competitor Tracking
  • Contact Information
  • Activities, Tasks, & Workflow Messaging
  • Integration with STRATIX Quotes/Orders & History
  • Integration with Microsoft Outlook Calendar, Tasks, Contacts, & Email

INVEX-CRM Benefits

  • Streamlined processes & communication
  • Centralized customer and prospect market intelligence
  • Centralized sales call reports
  • Eliminates unnecessary phone calls, telephone messages, and faxes
  • Improves sales & management productivity with state-of-the-art tools for Activities & Tasks