SourceMatrix ERP CRM Features
The SourceMatrix ERP system is based on the simple concept that we deal with companies, and companies have one or more locations, and companies have one or more people.
SourceMatrix has a very functional CRM
Our CRM was designed from the ground up to work exclusively with the SourceMatrix ERP software. We provide contact management for every company and person you will work with, and all things in SourceMatrix will always relate back to a company.
Companies in SourceMatrix can be more than one type, for example, a Customer can also be Vendor, allowing you to both, sell to them and purchase from them.
Company Rating System
A simple rating system allows your salespeople to know how a customer performs at a glance.
Once a company is found, clicking on the blue-and-white Quick Jump buttons will take you directly to that module, ready to work with the currently selected company.Request a Personal Demo
The Work Starts Here!
Once the company is selected, the lower grids will populate with their historical data. Each tab will allow you to drill down into each item.