CRM MODULE

An integral part of the RamBase Cloud ERP platform

talking-blue (2) Opportunity Management

When a lead at some point turns into an opportunity the stakes are higher and your invested time is greater. Keep track of the probability of a successful closing of multiple deals with different values with the RamBase Opportunity Management features.

people-blue (2) Intuitive CRM Dashboard
Register all business opportunities and follow them through the different stages, from lead to deal in an intuitive CRM Dashboard. With easy-to-use functionality, including drag and drop, you'll manage your sales pipe with ease.  
crm-blue (1) Customer Management
The key to building a strong customer relationship, that leads to loyalty and customer retention, is to nurture the relationship from the start and after your first sale. Meetings, sales history and quality issues - it's all stored in the system.

THE RIGHT OPPORTUNITIES AT THE RIGHT TIME

The CRM module in RamBase allows you to keep track of all existing customers as well as new leads and opportunities. With an intuitive CRM Dashboard, you can focus on the right opportunities at the right time, increasing your lead conversion.

Increase your companies win ratio​ by staying on top of opportunities​, and increase sales productivity​ by sharing information with everyone in your sales force​. The RamBase CRM module offers support to your whole sales pipe which stretches from working with ‘cold’ opportunities to following up your backlog with a high level of control. 

CRM Capabilities

  • Overview of your total sales prognosis in an intuitive dashboard with drag and drop functionality​
  • Log information on all meetings and communication with a lead or customer
  • Create follow-ups and due dates for lead and customer initiatives
  • You design the sales processes – configurable steps from lead to order in one system​

 

  • All leads and opportunities in one view​ for maximum control of your sales pipe
  • Convert quote to order in just a few clicks​
  • Automated task creation in every step of the process
  • Integrated with the functionality offered in the Sales Module
Effective CRM solution

Opportunity Management

Get system insights and learn how easy it is to create and maintain sales opportunities and view the different opportunity stages in the RamBase CRM module.

Covering all your core processes

The CRM Module is only one part of a complete ERP system that covers all the key processes you need to handle your business. RamBase Cloud ERP covers the whole quote-to-cash process with integrated modules for production, sale, procurement and quality to name a few.

Don't settle for multiple systems not communicating with each other, with RamBase you get all the core processes you need in one system and the tools to integrate with other niche systems. 

 

 

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