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Companies & Customer Relationship Management

SQLWorks can help you organise your customer data in the way that makes the most sense to you. Share contacts and addresses, create your own analysis columns, decide what kind of information should be seen and where, SQLWorks allows you to build a digital model of your current customer base.

Customer relationship management (CRM) is all about your strategy for improving business success; it includes areas such as marketing, customer service and sales analysis amongst others. SQLWorks provides campaign management and targeted analysis with project billing, all of the tools you need to figure out and manage the key drivers of your business.

Providing more than just a list of companies with sales figures, SQLWorks CRM operates alongside the accounts and stock systems with modules for contacts, calendars, tasks, e-mails, documents, phone logs and more. All of these elements work together in unison and can be intuitively arranged to provide you with the clearest possible picture of your business. It is up to you to decide how you want to value your clients, what you want to track and how you want it to be displayed on the screen.

CRM in SQLWorks can help any business deliver more effective customer relations, from providing full integration with your accounts to setting up projects and tasks to distributing documents and emails, SQLWorks ties your team together.

  • Setup and control companies with as much detail as you like sharing single contact & address records between them
  • Fully functional calendar and word processing features allow for even more integration with multiple areas of the system
  • Project/campaign management, PDF writer, built in e-mail client, spell checker and more
Companies & Customer Relationship Management

What Is SQLWorks?

  • Delivers fast & accurate information on Windows, Mac and Mobile systems
  • Proven 20-year track record based on client driven development
  • Cost effective, flexible and fully configurable for all types of business

Accounts & Finance

  • Complete transaction history, in depth statistics and advanced reports are available in an instant
  • Intuitive design and layout can be configured per company, per team, or even per user
  • Fully integrated with all other systems including warehousing, CRM, diary and more

Sales Order Processing & Stock Management

  • Full sales order progression and automated/manual stock allocation
  • Component based stock ledger for bill of materials and kitting allowing for alternate construction models
  • Transaction history provides batch level recorded traceability from incoming purchase order through to outgoing delivery note

Companies & Customer Relationship Management

  • Setup and control companies with as much detail as you like sharing single contact and address records between them
  • Fully functional calendar and word processing features allow for even more integration with multiple areas of the system
  • Project/campaign management, pdf writer, built in e-mail client, spell checker and more

In Depth Features

  • Take advantage of our focused development programmes, driven by client demand
  • Become a development partner and help develop new features for future versions
  • Explore some of the key features of SQLWorks and see how they can work for you