CRM is the starting point for your next great sale.
Get the jump on future sales with fully integrated, comprehensive CRM. See detailed customer history and use Opportunities to set the sales future. Automatically handle the details with pre-defined customer rules. And pull data from throughout the system so your whole team can keep closing in sight.
Detailed customer history and Opportunities tools map your sales future.
Did you make a big sale about this time last year? Does your favorite customer always like to buy at a certain time? Did a prospect ask you to get back in touch in a few months? With detailed customer history – including sales, contact, activity, and accounting history – you’ll know when the customer is most ready to buy. Use the built-in Opportunities tools to forecast the sale and set the course for closing it.
The system automatically applies the rules you set for customer-specific pricing, volume-based pricing, profitability, and more.
Set billing terms, when to invoice, overrun rules, underrun rules, and more on a customer-by-customer basis.
The shipping address, method, charges, and timing can be set for each customer and automatically applied.
Allow access to PunchOut integration, define how sales are approved, and provide permission to reports.
Detailed Customer History
Know Where The Customer Stands
Addresses & Contacts
Essent is the leading provider of fully-integrated business management software solutions and services for process-intensive industries and the largest trading network for the promotional products industry. The Essent family of fully-integrated products and services combines best practices, business processes, software automation, and network communications to deliver unparalleled, unified business management solutions. Since 1980, Essent has offered the systems, service, software, and support critical to success in today's highly-competitive marketplace.