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Sales CRM

Track opportunities, monitor sales pipeline in real-time while benefitting from all-in-one Genius ERP and CRM support.

Genius Sales CRM

Seamlessly integrated with Genius ERP, the CRM Sales Platform module provides the necessary tools to better manage your sales pipeline.

Sales dashboard and directory

For salespeople, Genius CRM helps track sales opportunities, manage communications with current and prospective customers, and organize sales-related tasks. For managers, Genius CRM displays sales pipeline in real-time, tracks activity of salespeople, and analyzes data about your customers and prospects.

Seamless ERP integration

Genius CRM has a built-in integration with Genius ERP, providing historical information for your sales team. While quotes are done in your ERP, sales opportunities can now be tracked in your CRM. At the same time, you’ll only need one support team for both your ERP and CRM.

Genius Sales CRM features:

  •    Existing and new customer management
  •    Sales opportunity management
  •    Task & calendar management
  •    Email correspondence tracking
  •    Reports
  •    Dashboards
  •    User roles & permissions management
  •    Google Maps integration
  •    Integration with Genius ERP
  •    Cloud-based for easy-access from any location
  •    Mobile-friendly
  •    Easy-to-use
  •    Multi-language

REELEX Corporation

Patterson, NY
Equipment Manufacturing

As the inventors of the REELEX system, this SME handles every aspect of their product line. They needed a system that could as well. With Genius ERP, their entire team benefits from having oversight of “the entire structure around production.”

Full Case Study

Features of Interest

Rest API

Connect 3rd-party applications, websites and custom programs to share real-time information with dealers and customers.

Product Engineering

Take CAD designs, transform them into BOMs and RFQs, save engineering time and reduce data entry and production errors.

Accounting 

With just one system, connect finances, production, and all payment info to a specific job for easy tracking.

Get your shop ready for what’s next.

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