CRM: Customer Relationship Management Essentials

A CRM for small businesses who make, buy, sell and ship physical goods, nationally + internationally.

Why You Need A CRM System

A Customer Relationship Management allows you to keep track of customer and supplier engagements, which is vital when trading and growing your business.

Professionals discussing about CRM

No business exists without customers and having a direct 1-2-1 connection with your customers’ needs is essential for sales. With EdgeCRM you get the entire trading documents of EdgeDOCS, to support the trading you do with customers and suppliers, and also get: contact firms + personnel data capture; marketing approaches; dynamic funnel + pipeline management; buying windows; mailing lists; tasks + appointment + reminders; inbound + outbound call management; contact + trading history; outstanding invoices + bills tracking, and over 45 pre-defined reports, export to Excel and CSV for further analysis + follow-ups.

Small CRM For Small Business, With Big Benefits

EdgeCRM has been designed for small businesses in mind, however, that doesn’t mean it’s small in features + benefits to you. If fact, we’ve packed the power of (insanely expensive) enterprise-level CRMs into EdgeCRM, so you get the efficiency benefits of a full-blown CRM in one online platform!

Edgectp CRM on Laptop
Woman Showing CRM on IPad

Go Anywhere CRM: Stay in touch, digitally, with your buyers + suppliers, no matter where they + you are in the world. Sharing electronic trading documents with them is done with just one button click. Provide quotes, raise invoices and confirm settlement, all whilst you’re meeting with clients – now that exceptional service, which saves time + money too!