Sample Screen
Distribution Screen
TRAVERSE v11 Accounting Software and ERP System - CRM Dashboard
Customer Relationship Management Solutions

Optimize Sales and Marketing Efforts with CRM Software

To stay competitive, you need to manage leads, attract prospects through marketing promotions, amplify sales from existing clients, as well as deliver personal customer service to each one of your clients in a natural way. TRAVERSE CRM Software gives your sales, marketing, and service teams the insight and intuitive tools they need to engage your customers anytime, anywhere, and on any internet-capable device.

We understand your specialty business and your unique needs. For almost 40 years, Open Systems has been a leader in the business management software industry by continuing to innovate, update, and deliver the tools you need to run your business. When you use our software for your sales and marketing management, integrated with our business management software, your company will become more efficient and more productive by giving you insight across all of your business’ processes with an interactive CRM system. Your completely integrated solution will exceed all of your accounting, manufacturing, distribution, and complete enterprise resource planning (ERP) needs and everything in between.

Real-Time Customer Relationship Management

Using the fully integrated CRM tools built into our TRAVERSE business accounting software, you can easily provide the entire company with a complete view of the customer, and gain a deeper insight into customer metrics, as well as act on leads critical to your business.

You gain complete flexibility to manage your customers the way you want. With TRAVERSE CRM you can:

  • Improve sales and marketing through reporting and analysis
  • Reduce errors and improve information flow with integration to ERP and accounting applications
  • Manage the complete sales cycle
  • Manage campaigns, dates, costs, and responses
  • Access open invoices, sales history, and other customer metrics to gain a complete view of your customers
  • Maintain contact names and methods

Staying informed is critical to success in your industry. Your access to vital business and customer information whenever and however you want it is assured with TRAVERSE ERP software.

Fully Integrated ERP Solutions

  • I love the features in interactive views, especially when saving the view to be shared or recalled in the future.
    Northwestern Tools logo
    Brian Thomeczek, Northwestern Tools
    Manufacturing Industry
  • With it being Windows-based, it’s just so much smoother and easier to work with.
    R. O. Whitesell logo
    Steve Underhill, R. O. Whitesell and Associates
    57 employees, Electronics Manufacturers
    Representatives
  • Your purchaser, your plant manager can actually set up their own views, and do real-time inquiries.
    Grand Prairie Foods logo
    Tim Koch, Grand Prairie Foods
    65 employees, Food Processor and Distributor
  • We’re in an industry that requires very specific production software - TRAVERSE ties into our industry-specific systems.
    Wilcox Family Farms logo
    Natalya Washburn, Wilcox Family Farms
    200 employees, Food Processor and Distributor
  • For a manufacturer, that’s one of the most critical functions [Inventory], and obviously something Quickbooks and Peachtree couldn’t do.
    Nuvo Cosmetics logo
    Ariel Chavez, Nuvo Cosmetics International
    Manufacturing Industry
  • It was a seamless transition, at roughly half the price for what we would have paid for SAP.
    Victus logo
    Carlos Fernandez, Victus
    105 employees, Manufacturer and Distributer
    of Medical and Nutritional Supplies