Sales CRM Software

Seamlessly integrated with Genius ERP, the CRM software module provides the necessary sales tools to make your pipeline management easier.

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 sales software displays sales pipeline in real-time, tracks activity of salespeople, and analyzes data about your customers and prospects.

Seamless ERP integration

The customer relationship management module has a built-in integration with Genius ERP, providing historical information for your sales team. While quotes are done in your ERP, leads can now be tracked to help you close more deals. At the same time, you’ll only need one support team for both your ERP and CRM.

Genius Sales CRM features

  • Contact Management
  • Customer Success
  • Sales process management
  • Task & calendar management
  • Email correspondence tracking
  • Reports & Dashboards
  • Lead scoring
  • Lead Capture (Web forms)
  • 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.

Marathon ERP Software Case Study

Asphalt Repair Equipment / Burlington, ON

With too many manual processes, Marathon needed an ERP that could update and automate their operation.

QTG ERP Software Case Study

Tubular Solutions / Bromont, QC

Rapid growth and changing company structures meant QTG needed an ERP system that could connect all of their internal divisions.

Motrec ERP Software Case Study

Transportation / Sherbrooke, QC

Motrec needed an ERP solution that could not only streamline their business processes but could be the foundation for their ambitious growth

Get your shop ready for what’s next.

Our experts know your business and are ready to help you grow.

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