CRM

(Customer Relationship Management)

Track all "touch points" with a prospect or customer contact via activity log. Set and assign follow up tasks so future tasks are not missed. Know your success rate by customer for quotes provided. Integrate to other relevant modules, such as RFQ, Cost Estimating, Job Cost, Sales Analysis, Accounts Receivable and Margin Analysis to recieve the complete Odyssey advantage - all with no additional effort except a click of your mouse.

  • Extensive customer status and summary information
  • Create and manage a prospect database
  • Capture key communications with Outlook integration
  • Track opportunities via activity tracker
  • Track opportunities with user defined stages
  • Interfaced with RFQ Tracking, Cost Estimating, Quality, Financial and other key modules

What is CRM

Posted on November 14, 2019

Modern Casting article on using technology to improve customer relationships

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Why Does CRM Matter to Manufacturers?

Posted on March 15, 2017

A good system will allow you to view customer relationships through a broader perspective that includes the customer's view

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