Customer Relations Management

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We have added a fully integrated customer management database tool in our software for direct sales, multiple contacts per account, Lead management, Opportunity management and reporting. All of the information you need is in one system.

The CRM is connected directly to the Channergy customer database and includes tools such as reminders, notes and fields compatible with other CRM systems like Salesforce and Sugar.

CRM Features

  • Track Leads and convert them to Opportunities and Accounts
  • Schedule Reminders and Tasks
  • Track your sales efforts by individual reps
  • Run Pipeline reports
  • Field structure is compatible with popular 3rd party CRM systems like Salesforce and Sugar
  • Data migration from other CRM systems available from our tech support
  • Integrates with the Channergy Customer screens
  • Store multiple contacts for each customer account