Customer Management (CRM)
Customer relationships connected to orders and invoices. Track leads, opportunities and customer interactions inside the ERP, so sales teams see order history, outstanding balances and support tickets in one place.
What you get with Customer Management (CRM)
Leads & opportunities
Pipeline stages with probability and expected value.
Customer 360
Orders, invoices, payments and tickets on one screen.
Activities
Calls, meetings and follow-ups with reminders.
Sales forecasting
Weighted pipeline forecasts by rep and region.
Insights, not just records.
DXB Digital Hub AI watches your customer management (crm) data and surfaces what matters, in plain language, before you have to go looking.
Capture. Automate. Act.
Capture
Data enters once, from forms, devices, imports or integrations.
Automate
Rules and AI handle matching, approvals and routine postings.
Act
Real-time dashboards and AI alerts show what needs attention in Customer Management (CRM).
See Customer Management (CRM) with your own data
Book a free demo and we'll configure it around your workflows.