GWS CRM Overview
GWS’s CRM feature is a central part of its ERP & CRM suite. It empowers businesses to efficiently manage interactions with both potential and existing customers while keeping all related data connected and organized.
Core CRM Highlights
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Contact & Third‑Party Management
Store and categorize customer profiles, including clients, prospects, suppliers, and partners. Handle multiple contacts per organization with geographic and legal segmentation. -
Leads & Opportunities Tracking
Capture leads, monitor their progression through sales pipelines, and manage opportunity stages, assign sales reps, forecast revenue, and convert leads into customers. -
Proposals, Orders & Contracts
Generate quotes, proposals, orders, and contracts—all within the same workflow. Custom quote templates, PDF generation, version control, and smooth conversion to orders or contracts streamline the sales process. -
Integrated Projects & Tasks Management
Link projects and task milestones directly to customer accounts. Track time, assign tasks, manage budgets, and visualize progress with Gantt charts and calendars. -
Email, Campaigns & Communications
Execute mass email campaigns using predefined templates and filters, log outbound emails automatically, and even manage SMS communication (via available extensions). -
Analytics & Dashboards
See your sales funnel performance, lead conversion ratios, client activity logs, sales trends, and satisfaction metrics—all in one place.
Seamless Integration & Modular Design
GWS’s CRM does more than just handle customer data—it’s seamlessly integrated with other business functions like invoicing, inventory, accounting, and support. This modular approach lets you enable only what you need, keeping workflows simple and avoiding redundancy.