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cCRM Features

From RFQ to sale, to shipment, to inventory, cCRM will help you manage every aspect of your sales, inventory, and billing processes. Here are just a few features that we offer - with more to come soon.

Manage Companies & Contacts

  • Quickly view RFQ's, quotes, and orders by company or contact

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  • Automatically create future tasks, and keep in touch with customers

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  • Set terms by company or contact

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  • Share billing and shipping info across contacts of the same company

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  • Upload and track customer resale certifications

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  • Simple UI guides you through adding an RFQ, sending a quote, and entering an order

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  • Email quotes directly from cCRM

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  • Track orders and shipment status with ease

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  • Instantly view RFQ, pricing, and sales history of any part

Manage Sales Flow

Manage Your Parts/Inventory

  • Receive inventory using our ISO:9001 ready quality checklist

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  • Upload photos directly from phone or tablet and have them permanently available for viewing and sharing

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  • Link part numbers by exact match, series, or substitute, and quickly identify potential sales opportunities

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  • Allocate inventory to a sales order with a click

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