Inventory Management
Manage Product pricing including creating Quotes, Sales Orders and Invoices with integration to Sage50 and Xero.
Manage your products easily
Customise your product records using as many custom fields as you need alongside the structured information that is available by default. Filter Products by any of the information that you hold, buy price, sell price, commission rate, category, manufacturer, supplier and more. CRM Inventory Management.
The information important to you
For each product, you can specify the start and end date, the tax class and currency prices, and price check dates to keep your pricing up to date.
Who’s buying what
Track Products on the company record to see what has been sold or quoted with the most recent quoted/sold price displayed and easily include any of these Products again in another quote or sales order.
Keep your promises
Create pricebooks to hold unique pricing and assign these pricebooks to a customer to maintain contract prices. Prevent Products from being sold under the buy price, create product titles based on your rules and automatically create product codes.
Integrate with your orders
Let Open CRM manage the sales order process, filter on statuses with reminders, stop products being sold under minimum agreed prices including setting minimum margins.
You decide what’s best
Open CRM offers you real flexibility, you decide if you want to use quotes, sales orders, invoices or purchase orders. You get all of these modules with our simple pricing.
