Customer Relationship Management (CRM)

What is Kechie CRM? Kechie CRM will allow you to manage all aspects of customer communication and management of data throughout the customer lifecycle.

Kechie Customer Relationship Management (CRM) provides a single database to access and manage your customer relationships. All customer transactions, communications, contracts, and customer sales history are tracked and documented easily within your sales pipeline. This allows your sales force to improve upon your customer relationship by quickly analyzing and tracking the sales performance of each customer.

Kechie makes the display of information clear, configurable, and simple to use between different areas of your business. Under a customer’s profile, you can view all communications entered by authorized users, allowing you full visibility. Our cloud-based software offers real-time updates and access to your sales pipeline from any browser. Whether you are in the office or out in the field, you are always in touch with your customers.

CRM Tool Benefits

  • Quickly organize your contacts
  • Manage relationships with your prospects and current customers
  • Create multiple customer locations
  • Access from any browser
  • Track all communications
  • Set follow-up dates
  • Easily create quotations straight from the CRM
  • Email multiple contacts
  • Quickly view customer sales and trends

More Modules

Kechie Inventory Management solution is designed to track, manage multiple warehouse locations, organize inventory levels, provide cycle count, and improve order fulfillment.

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The Kechie Multi Warehouse Management solution tracks and controls the movement, storage, fulfillment, and shipping, of materials within multiple warehouse locations.

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Kechie Supply Chain Management offers a robust Material Requirements Planning (MRP) to track and determine the best route of options for the supply cycle.

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Kechie Order Management solution provides a complete way to manage all of your sales orders, as well as a comprehensive analysis of your customer profile and ordering history.

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The Kechie Logistics module tools help monitor carrier performance, gain greater visibility into supply chains, and provide accurate and instant information.

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Kechie Procurement module seamlessly automates the purchase of goods and services, at the optimal cost and in an efficient timely manner.

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The Return Merchandise Authorization (RMA) module provides the ability to manage, receive, and replace the returned item, repair, send a substitute, or refund.

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