Customer Relations Management (CRM)

ERP Software for Customer Relations Management (CRM) Companies

Metier Technologies, One of the best ERP Software Companies in Coimbatore, Tamil Nadu, India; are the ERP solution providers, ERP Software for Customer Relations Management.Customer Relationship Management or CRM is fast gaining prominence in the systematic business management area. CRM is broadly taken to cover two areas – Sales and Service Management. iXpert offers CRM as a standalone solution and also as a module integrated into iXpert ERP.

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iXpert CRM covers the following processes

  • Lead management
  • Sales Team definition
  • Lead assignment
  • Validation or Qualifying
  • Follow Up
  • Quotation
  • Revisions
  • Sales Order
  • Sales Invoice
Service Management
  • Customer details and grouping
  • SMS and Email distribution
  • Support tickets
  • Assign calls to staff
  • Track support calls
  • Status
  • Escalation
  • Billing for material and services
  • Warranty tracking
  • Warranty and billable calls
iXpert offers the above as a solution and includes the following modules:

  • Financial Accounting
  • Accounts Receivable and Payable (AR/AP)
  • Sales and Purchase Order Processing (SOP/POP)
  • Inventory Management with multiple UOM
  • Multiple Locations with Goods transfers
  • Project Costing
  • Project Profitability
  • Payroll & HR
  • Material Availability Planning
  • CRM


Email Us: [email protected]

+91 86104 72277
+91 75503 43160

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