CRM - all inclusive
with everything that you need
![](https://comaxerp.com/wp-content/uploads/2022/01/55-658x1024.png)
Customer relationship, marketing and tasks system – CRM
With COMAX CRM, you manage all the details of prospects and existing customers in one system, including collating the data for a specific customer from all the organization’s systems and from a variety of applications.
With this flexible system adapted to your defined needs, you can manage all the sources of information from the finance, procurement, employee management, inventory, and service and support departments under one comprehensive customer card.
Having the documentation process under a unified system enables you to make accurate decisions for your business at any time.
Viewing your system-wide needs
Use the report generator and smart system analytics to gain an understanding of the myriad of organization-wide processes when recruiting and handling customers, and analyze the activities of the sales and service personnel. And with the employee management system, you can also define the operations employees have access permissions for in the system.
The service management system integrates with the CRM system enabling you to manage equipment and service contracts with customers, while the customer club management system allows you to conduct a comprehensive relationship with the customer.
So, let's talk then?
What can you do with COMAX CRM?
Apart from making your customer a cup of coffee, pretty much everything. A few examples:
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-4.png)
Set up a lead/ customer card
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-2.png)
Manage meetings and document communications with the customer
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-2.png)
Make use of a comprehensive lead and business opportunity management system
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-4.png)
Update editable customer card fields in a flexible manner
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-2.png)
An analytics and reports system for salespersons and leads
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-2.png)
Produce a customer quotation directly from the system
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-4.png)
Fully manage active customers through full integration with the company's other systems
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-4.png)
Have the customer sign digitally with ease
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-2.png)
Manage multiple contacts per customer, according to activity
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-2.png)
Create intra-organizational work orders
![](https://comaxerp.com/wp-content/uploads/2022/01/בולט-4.png)
Update customer status according to progress in the sales process
Complementing systems for a complete solution
![](https://comaxerp.com/wp-content/uploads/2022/01/pitron-1.png)
All-embracing financial management from POS (point of sale) terminal to balance sheet, including management of payments, fixed assets, and much more…
![1 1](https://comaxerp.com/wp-content/uploads/elementor/thumbs/1-prk05uu0ps55v2hanb1k5ty26s2yh76fl6j0500r7k.png)
Documentation and management of faults, customer history, products sold, service contracts, equipment per customer, technician activity per customer, etc.
![](https://comaxerp.com/wp-content/uploads/2022/01/ecommer.png)
Management of a card with information on the customer and on campaigns. Including comprehensive analyses and impact of sale to customer on the transaction cycle
![4 4](https://comaxerp.com/wp-content/uploads/elementor/thumbs/4-prk05sycc42l7uk0ya8b0uf500c81syywx816g3jk0.png)
Including attendance reports, permissions and personnel strength management, tracking of system usage, customer pricelists and transfer to payroll
![](https://comaxerp.com/wp-content/uploads/2022/01/התממשקיות.png)
![](https://comaxerp.com/wp-content/uploads/2022/01/פרויקטים-ושעות-חיוב.png)
End-to-end built-in advantages - COMAX ERP 360
![](https://comaxerp.com/wp-content/uploads/2022/02/יתרונות-מובייל-01-1024x918.png)
A secure and comprehensive solution for managing all your business’s needs in the cloud
![](https://comaxerp.com/wp-content/uploads/2022/02/יתרונות-מובייל-03.png)
Specialization in the world of retail and commerce
![](https://comaxerp.com/wp-content/uploads/2022/02/יתרונות-מובייל-05.png)
Integration with a diverse range of software and applications
![](https://comaxerp.com/wp-content/uploads/2023/07/flow-scaled.webp)
![](https://comaxerp.com/wp-content/uploads/2022/02/יתרונות-מובייל-06.png)
From POS terminal to balance sheet, a comprehensive ERP and accounting system
![](https://comaxerp.com/wp-content/uploads/2022/02/יתרונות-מובייל-02.png)
A flexible system that is adaptable to the customer’s needs as it grows
![](https://comaxerp.com/wp-content/uploads/2022/02/יתרונות-מובייל-04.png)
A comprehensive BI reports system for analytics and making informed decisions