Platinum ERP · CRM
Platinum CRM: every customer relationship, organised
Platinum CRM gives your sales team one place for leads, contacts and deals. Representatives record calls, visits and follow-ups from the Platinum CRM app, managers see where every deal stands, and because the CRM sits on the Platinum ERP database, the customer's balance, invoices and price list are right there when the rep talks to them.
What Platinum CRM covers
Leads
New prospects from calls, visits and referrals, with their source and the representative responsible.
Contacts and accounts
Companies and the people in them, with phones, addresses and the full history of interactions.
Deal pipeline
Every opportunity by stage, from first contact to quotation to won or lost, with expected value.
Calls, visits and tasks
Activities recorded from the phone, with reminders so no follow-up is forgotten.
Customer 360
Balance, open invoices, price list and last purchases from Platinum ERP, visible inside the CRM.
Team performance
Activities, deals and sales per representative and per area, for the sales manager.
From lead to loyal customer
Lead
A new prospect is recorded with its source.
Contact
Calls and visits are logged from the app.
Quotation
The opportunity becomes a quotation in Platinum sales.
Won
The deal turns into a customer account and an invoice.
Follow-up
Repeat orders and service visits stay on the calendar.
The Platinum CRM app
Your representatives carry the CRM on Android phones and tablets: leads, contacts, deals and activities, synchronised with Platinum ERP.
Questions about Platinum CRM
Who is Platinum CRM for?
Companies that sell wholesale, distribute to shops or serve business accounts, and need an organised record of every relationship and every sales rep's work.
Does the CRM see the customer's balance?
Yes. Because it uses the Platinum ERP database, balances, invoices and price lists are visible inside the CRM.
Is there a mobile app?
Yes. The Platinum CRM app is published on Google Play for Android phones and tablets.
Talk to First Solution
Tell us your type of business and number of branches, and we will show you this part of Platinum on data similar to yours. Phone/WhatsApp +962 77 924 6666, First Solution For Software, Amman.