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.

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

Elemoose ERP Software Case Study

Custom Fabricator / Springfield, MO

Genius ERP has been instrumental in helping Elemoose transform their processes and keep on top of their job costs.

Reelex ERP Software Case Study

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.

Get your shop ready for what’s next.

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