Highest-rated CRM and inventory management software
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Get more done using a CRM with inventory management software
The Unleashed CRM inventory system shares all your customer and inventory data with your Unleashed inventory management software – plus other connected apps such as accounting software – to make day-to-day activities like order management, quoting, reporting, managing customer relationships & inventory tracking so much quicker.
With less time managing customer data, your sales team can spend more building customer relationships – and making sales. Add the Unleashed inventory management CRM software and super-charge your business performance with:
- Real-time inventory tracking
- Allocated stock
- Backorders
- Quotes, invoices & sales order management
- Special pricing
- Serial numbers
- Customer records
- Track customer behavior
- Record customer interactions
- Advanced inventory management tools
- Reorder points
- Optimise inventory levels
- View purchase history
- Warehouse management
- Barcode scanning
Give your sales and marketing teams the CRM and inventory tools they need
Increase customer lifetime value with inventory + CRM
Connecting your inventory and order management data with the CRM module gives your sales and marketing teams everything they need to launch targeted, timely cross sell and upsell campaigns based on what your customers have bought previously, considered – or never seen before.
Automatically segment your customers to find who is the most loyal, promising and at-risk
Run a sophisticated RFM (recency, frequency and monetary value) analysis over your customer base to increase sales from your best performing customers and prevent churn from declining customers. From nurturing good relationships to reengaging declining segments, with RFM you’ll know exactly what to do.
Trigger missing order alerts to prevent customer churn
Missing orders not only cost you money, but they also highlight a potential churn risk. Get both under control with automated missing order alerts and get back to the order frequency that delivers consistent revenue.
Shared goals, deal tracking and performance reporting give you visibility and speed
Drive sales and operational efficiency by collaborating around key CRM functionality including goals and sales insights to help you spot the activities having the most impact on your sales results.
Find out what customers love about our CRM inventory management software
Faster order taking, an end to manual data entry, and more customer satisfaction: Unleashed's CRM module make sales, order and inventory management easy.
Customer success story: Good Culture Kombucha
Customer Success Story: Lighthouse Pools
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Frequently Asked Questions - CRM
What is a CRM with inventory management?
A CRM with inventory management combines traditional CRM functionality with an added layer of product data and order history. Armed with a clear view of which products are purchased by specific customers and cohorts, sales and marketing teams are able to construct highly effective cross-sell and upsell campaigns; better control price points and margins, and increase repeat orders, total order values and customer lifetime value.
How does Unleashed benefit the customer relationship and inventory management cycle?
Unleashed's core features and the CRM module are designed to work together with a custom integration that ensures all the right data flows between the Unleashed core and the CRM engine. Inventory managers and buyers benefit from better visibility of the sales pipeline and upcoming raw materials demand, while sales and marketing teams get clear data on the best margin products, and material that needs to be moved to avoid write-offs or expiration, plus full order and inventory history per customer.
What’s the difference between CRM and inventory management?
CRM systems are designed to manage customer data used primarily by sales and support teams, whereas inventory management systems are designed to manage stock and fulfilment data used primarily by warehousing, retailing, manufacturing, and delivery teams.
What is a CRM inventory management system?
An integrated CRM inventory management system is software designed to automate the entire sales, inventory, and fulfilment process to maximise efficiency and save time in product-based businesses.
Why are CRM systems used?
CRM systems are used to assist businesses with the management and tracking of key customer information, such as contact details, interactions with sales, and marketing segments. Its purpose is to boost Customer Lifetime Value (CLV) through improved customer relationships and better-targeted campaigns.
How does CRM help with inventory management?
CRM systems can help with inventory management by synchronising sales and purchasing information with key customer information. This allows for optimised reporting, a streamlined sales process, and improved customer loyalty – all of which help your business make more sales.
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