Customer Relationship Management ERP Software Designed for Manufacturers

Made for manufacturers selling complex products.

Close more deals, generate more revenue and grow your business with our integrated CRM made exclusively for custom manufacturers.

Genius Integrated Sales CRM

Genius CRM is incorporated into Genius ERP, giving you an indispensable tool with all the features you need to manage the sales process, while saving you time by not having to duplicate information. Your sales team can quickly make an accurate quote with access to price lists, past deals and the product configurator tool. Plus, your sales reps can quickly share information back and forth with the engineering department if they need a more complex quote.

Point 1

Connect your sales team

Genius CRM connects your sales team to your ERP so they can create accurate quotes — from their desk or while on the road. Sales reps can easily pull data directly from Genius ERP and share information between departments to develop and refine quotes, access price lists and previous deals and configure products to the customer’s specifications.

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Point 2

Centralize your sales hub

Get all your sales conversations in one place. Your sales reps will be able to manage all accounts, leads, opportunities and communications inside Genius CRM. Gather and store customer data in one place, and make it easier for your sales team to nurture customer relationships. No more losing deals because an email got lost in the shuffle of your email inbox.

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Point 3

Manage your sales pipeline

Your sales team can keep up with all your prospects and opportunities in Genius CRM by creating and managing tasks and using the calendar to plan and coordinate sales calls.
A personalized dashboard allows individual sales personnel to have all the information they need at their fingertips to keep on top of all leads and opportunities and manage their pipeline.

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Key Features and Functionalities

Genius CRM includes all the features you need to make managing the sales process easier, including a personalized sales dashboard for handling customer information, leads and opportunities and an easy tool to create marketing campaigns and mass emails.

  • Lead management
  • Deal tracking
  • Personal dashboards for each salesperson
  • Two-way communication with prospects
  • Calendar to manage sales meetings
  • Existing and new customer management
  • Internal and External deal tracking and reporting
  • Sales opportunity management
  • Task management
  • Email correspondence tracking
  • Reporting and analytics
  • User roles & permissions management
  • Google Maps integration
  • Cloud-based for easy access from any location
  • Mobile-friendly
  • Easy-to-use
  • Multi-language
  • All completely integrated with Genius ERP

Built for the people who use it

Whether you are an engineer, production manager, accountant or CEO, Genius ERP has the solutions you need to get the job done right.

Sales

You don’t just need a CRM — you need a CRM that is fully integrated with your ERP

Genius CRM helps you track sales opportunities, manage communications with current and prospective customers and organize sales-related tasks. But Genius CRM is also seamlessly integrated with Genius ERP, providing you with historical information, past deals, price lists and the Product Configurator tool to create quick and accurate quotes, whether at home or on the road. Genius CRM also allows for easy communication with the rest of your team, making it easy for you to bring other departments — including engineering — into the loop to develop and refine quotes.

Senior Management

Know the status of every deal at a glance

For managers, Genius CRM displays your sales pipeline in real-time, tracks your salespeople’s activity and analyzes data about your customers and prospects. Plus, you’ll only need one support team for both your ERP and CRM, saving you time and resources.

Case studies

We’re honored to help hard-working SMEs grow

Whether you’re looking for your first ERP, or you need a replacement solution, manufacturers just like you have realized the benefits of implementing Genius ERP.

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Genius ERP demo

Find out how Genius ERP can simplify your manufacturing.

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