The CRM Sales Portal gives your sales reps easy access to information required to close deals. The Sales Portal shows a full, 360-degree view of customers, including Open Orders, Invoices, Quotes, AR and more. Sales reps can create new quotes and access data from ERP or from CRM whether they’re in the office or on the go.
Included with OnContact CRM, the Sales Rep Portal provides salespeople in the field seamless access to all customer-related data maintained in WorkWise ERP, including a web based Quotation application. Dashboard views of this data also provide drill down ability.
In addition to user-defined searches and display of Leads, Opportunities, Activities, Incidents, and Contacts the portal includes the ability to seamlessly access critical customer information.
WorkWise ERP includes our award-winning, full-featured CRM software. From quote to delivery, WorkWise gives you complete control of every aspect of your business.