Plex Systems, Inc. Datasheets for Customer Relationship Management Software (CRM)

Customer relationship management (CRM) software is used to support business processes and to find and retain customers. Typically, CRM software consists of modules such as sales force automation, call management, self-service, etc.
Customer Relationship Management Software (CRM): Learn more

Product Name Notes
A quick and easy way to determine a new price based on the type, weight and price of all the existing prices in the database. Instead of using cost to...
Automated Order Tracking features are used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also...
Easily establish a master list of Customers, including various Ship To and Bill To addresses, and maintains all customer-related data. This list serves as the basis for full CRM features.
Easily track Field Service calls to customer locations. Service records include Service Date, Technician, Machine Serial No, Problem/Complaint Description, Resolution and all other pertinent Data. The feature also tracks Spare...
Easy to use Customer Order functions are used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and...
Expanding on the Quote Tracking system, the Estimating features provide the ability to build up a detailed cost estimate for producing a quoted part. Also included are price markup and...
Get the ability to setup standard, cross-customer pricing based on quantity break levels and other parameters. The features allow forecast data to be stored by period, and comparisons made between...
Manufacturers improve the ordering process with an easy-to-use mechanism for creating, printing, and tracking RFQ’s and Quotes. It also disables some other “automatic” emails used by non-workflow customers.
OEM Automotive Production Data contains a database of vehicle production for North American auto makers, broken down by OEM, Division, Platform and Vehicle. It contains a four year history and...
Plex Online includes a comprehensive Release Accounting solution that fulfills all the requirements for dealing with Automotive and other release-driven industries. Release Accounting provides fully-integrated Blanket Orders, Releases, Cumulative Tracking,...
Streamlined Opportunity Tracking is an essential tool for a Sales Department to manage and track their sales opportunities. Each Opportunity is identified with a Customer, Description, Salesperson, $ Amount, Expected...
The Commission Tracking system provides a framework for setting up a Commission structure for sales people. The system automatically looks up, calculates and records commission when part shipments are made.
The Pricing System, a sub-module of the Part Configurator, provides a mechanism for setting up and using highly-sophisticated, customized pricing structures for Order Entry and Estimating.
This is a database of competitor intelligence, including a list of competitors, markets, personnel, capacity, strengths/weaknesses, and other marketing facts.