crm on tablet

Suite crm: Customer Relationship Management

The INVEX-CRM application integrates Invera’s market leading web-based metal service center ERP INVEX, with SuiteCRM, the world’s most popular open source CRM. With the INVEX-CRM application, users get the benefit of the full feature set of SuiteCRM integrated with their real-time data from INVEX.

suite crm on desktops

ACCOUNTS

Drive sales and relationship management using the easy to navigate modules for each Account. Customers entered in INVEX can be viewed and updated and new accounts created in SuiteCRM can be replicated in INVEX via INVEX-CRM.


CONTACTS

A contact is an individual who is typically associated with an account and opportunity. Contacts entered in INVEX can be viewed and updated and new contacts created in SuiteCRM can be replicated in INVEX via INVEX-CRM.


SECURITY OPTIONS

Control what your users can access. Configure Security Suite settings such as group inheritance and additive security. Lock down sensitive data to specific groups or teams. Security settings can match INVEX security by mimicking INVEX’s Administrative Branch groupings.


FEATURES & BENEFITS

  • Customer, Prospect, Lead, & Competitor Tracking
  • Contact Information
  • Activities, Tasks, & Workflow Messaging
  • Integration with INVEX customer history and statistics
  • Integration with Microsoft Outlook Calendar, Tasks, Contacts, & Email
  • 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

crm features