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
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I love the features in interactive views, especially when saving the view to be shared or recalled in the future.
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With it being Windows-based, it’s just so much smoother and easier to work with.
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Your purchaser, your plant manager can actually set up their own views, and do real-time inquiries.
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We’re in an industry that requires very specific production software - TRAVERSE ties into our industry-specific systems.
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For a manufacturer, that’s one of the most critical functions [Inventory], and obviously something Quickbooks and Peachtree couldn’t do.
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It was a seamless transition, at roughly half the price for what we would have paid for SAP.