CRM built for the field
No lead rests without a next action.
Prospects, leads, accounts with branches and contacts, activity timelines, a prioritised My Day queue and a call list your executives can work from a phone.
My Day
Prioritised queue
1–2 taps
Log an outcome on mobile
3 levels
Group, company, branch
The problem
The sales head asks what happened to the enquiry from last Tuesday and gets three different answers. Follow-ups live in diaries. When an executive leaves, the relationship leaves with him.
What SysOMS enforces
A lead cannot be saved without a next-contact date.
Overdue follow-ups surface at the top of My Day for the person who owns them, and roll up to their manager.
Every call, visit and WhatsApp lands on the account timeline, not in a personal notebook.
Inside sales crm.
Prospects and leads
Thin prospect records need only a company name, so nothing is lost at first contact. Leads carry discovery detail, buyer type, region and zone.
Accounts, branches, contacts
Group, company and branch hierarchy with multi-phone contacts, so the plant buyer and the head-office buyer stay distinct.
Product interests
Smart product search plus party-specific custom products, auto-coded, for the item that isn't in your catalogue yet.
My Day and the call list
Overdue follow-ups, today's calls and pending quotations in one screen, with one-tap outcome logging on mobile.
A day in this module
- Open My Day: overdue follow-ups first, then today's calls, then quotations waiting on the customer.
- Work the call list; each call closes with a one-tap outcome and the next date set.
- Raise a requirement straight from the account when the buyer asks for a rate.
Adjacent areas.
System of Marketing & Sales
Put enquiry to dispatch on one governed line.
Tell us how your plant sells today. We'll show you where the line breaks and what it takes to close it.