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

Features of Interest

We're partners for growth with manufacturers across North America.

REELEX

Equipment & Packaging / Patterson, NY

Reelex needed an ERP for high volume production runs, and one that could handle the company’s custom packaging machine manufacturing.

Hinds-Bock Corporation

Food & Bakery / Bothell, WA

After two unsuccessful ERP installs, Hinds-Bock needed to find a flexible, all-in-one solution for its complex ETO business platform.

Fil-Trek

Pressure Vessel & Tank / Cambridge, ON

This industrial filtration PV & T manufacturer needed greater control of its systems to manage their business.

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