CRM & Quoting

Customer Relationship Management (CRM) and Quoting

Ostendo Operations ERP Sales Opportunities

Customer Relationship Management (CRM)

  • CRM that is integrated with quoting and invoiced sales.
  • Database of customers, prospects and suppliers with multiple contacts.
  • Customer history notes with classifications for trend analysis.
  • Store customer emails using Email Services and the Outlook Addin.
  • Operations Centre for all information about customers in one place.
  • Multiple contacts per customer record with mail merge fields. Can export to Mail Chimp.
  • Call Centre can record and manage processes to be followed;
    • Customer Enquiries
    • Sales Opportinities with Sales Pipeline
    • Customer Complaints
    • Return Merchandise Authorisation's (RMA)
    • Service Requests
  • Call Centre supports processes with follow up actions allocated to specific staff with due date/time.
  • Reminders of actions due by To Do List and email using Email Services.
  • Customer service with response time tracking.
  • Activity Calendar for appointments and meetings
  • Create new customers or prospects.
  • Create quotes, jobs and sales orders.
  • Quote follow up with reminder.
  • Create multiple revisions of quotes. All treated as one quote for quotes won/lost analysis.
  • Close quotes as won or lost with reason codes and resolution codes.
  • Quotes won/lost reporting and analysis.
  • Automatically create a copy of won quotes to retain the original quote in case the quoted job or sales order is modified.
  • Extensive sales analysis by items, item categorisations, order or billing customers, customer type, region, lead source, sales person or other user defined criteria.
  • Sales budgets.
  • Budget reporting.

Customised Options

  • Customised report for filtering contacts for targeted direct marketing based on RFM principles (Recency, Frequency, Monetary) as well as region and other criteria. Export to excel for personalised email campaign through Outlook or Mail Chimp.
  • Customised commission reporting.
  • Customised integration with webstore upon application.
  • Customised links to external CRM systems upon application.


  • Quotes for sales and jobs
  • Multiple revisions of quotes
  • Quote one job to many main contractors
  • Custom products can have a unique cost and price per configuration with quantity breaks
  • Quote letter or formal quote showing single price with information or detailed pricing
  • Quote converted to a sales order or job
  • Quote lost reason codes
  • Quotes won/lost reporting

Ostendo Freeway CRM & Quoting

  • Create a sales opportunity
  • Create a job quote
  • Create a sales order quote

Ostendo Operations ERP Operations Centre