Unleashed:

Smarter CRM for inventory-driven businesses

Are you missing growth opportunities because you don't know which customers have the most potential? Most CRMs help you streamline customer relationship management, record deals and empower sales teams. Ours does that – and connects with your inventory data to segment customers by their potential, alert you to missing customer orders and spot cross sell opportunities.

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Highest-rated CRM and inventory management software

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.

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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.

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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.

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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.

crm sales insights illustration

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.

30+ Integrations

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What our customers say

"The things I like most about Unleashed is that it's grown with our business. As we've grown and got multiple manufacturing sites and different staff members in different locations, doing different things, it's been malleable enough to handle all of that."

– Jack Tarrant, Managing Director

“The [Unleashed] onboarding process was pretty smooth. You guys helped us get everything set up where it needed to be.”

– Sam Kenny, Operations Manager

"The [Unleashed] software has allowed us to operate at both those two different scales and was priced at a level that allowed us to scale in that way."

– Luke Bream, CEO

"For the past 6 months, by using the [Unleashed] software, I have found that I have a lot more time to myself. I’m not spending my time fixing or digging into problems with software, the business runs much smoother and that has allowed me to reduce my working days."

– Mark Weisner, Logistics & Operations Manager

"Everything that's happening in the physical world is reflected in the system, so that Unleashed becomes that single source of the truth."

– Matt Oliver, Head of Operations

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.

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Unlock more from Unleashed

Extend your Unleashed CRM with powerful add-ons built to scale your business.

Advanced Inventory Manager

Warehouse Management App

Access Analytics

Production & Manufacturing

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