Customer Relationship Management


Kaleidoscope empowers your employees with tools they need to enhance customer relationships by providing personalized, timely, and informed customer service. The Customer Relationship Management module integrates and optimally automates customers interactions to achieve enhanced revenue, improved employee productivity and long lasting customer loyalty. To allow your customer care employees to respond quickly to waiting customers, the CRM module provides customer centric information displayed in a one-screen user friendly format.

What you can Expect:

  • Customer setup, quotations, sales orders, and credit status on dynamic screens
  • Record and view on a single page, all conversations, satisfaction indicators, and personal information
  • View customer’s wish list and relevant competitive data in one location
  • Calendar and Scheduler for customer interaction and follow-up
  • E-mail, fax or print quotations, sales orders, invoices, and account statements
  • Product pricing and discount override during sales order creation with optional gross margin display
  • Credit limit consideration and inventory availability displays
  • Put order or customer accounts on hold to resolve issues
  • Track price lists, quotes, sales orders and open invoices pertaining to a customer
  • Order tracking and delivery schedule data capture on mobile handheld devices
  • Commissions tracking on sales as applicable
  • Customer purchasing trend indicator

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