CRM
A CRM (Customer Relationship Management) system is the software where the sales and customer service teams record contacts, visits, opportunities, quotes and incidents for each customer, so that the whole company shares the history of each account.
What does a CRM integrated in the ERP add?
A CRM integrated in the ERP shares its data with the rest of management. The sales rep sees orders, invoices, unpaid items and stock without switching programs, and support sees what sales promised. When an opportunity is won, it becomes an order without writing anything again.
Where it appears in W3ERP
The W3ERP CRM and support module records the potential customers, contacts, visits and opportunities of the sales team and the customer service tickets. Everything is linked to the orders and invoices of the ERP, and sales and support see the complete history of each account from the browser.