Contact Management
Secure new business & build great customer relationships with OGL Software
Manage your customer, prospect and supplier data from the OGL Software CRM to get full control and visibility of your sales opportunities and customer relationships. Secure new business easier, enhance your marketing with targeted campaigns and deliver a personalised experience to build loyalty and brand awareness.
-
Profile & segment data for targeted marketing
-
Manage tasks & sales opportunities with ease
-
Full visibility of your customers’ history
-
Centralised database to improve internal communications
-
Take full control of your sales activity
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
Fully integrated CRMThe CRM sits at the heart of OGL Software's ERP solutions. All customer, prospect and supplier data is fed into the fully integrated CRM giving teams across the business improved accuracy, real-time data and full visibility of a customers' profile and journey. The OGL Software CRM will help to enhance your marketing efforts, enabling you to segment and profile prospects so you can communicate according to their preferences. Keep track of your sales opportunities and increase productivity with easy to manage task lists and reminders that will help secure the deal. The CRM also helps to offer personalised customer service, with access to contacts full order history, account details and special pricing so you can build long-lasting relationships. Transform your business with digital tools that help you grow. |
Core features of OGL Software's integrated CRM
Enhance marketing efforts Profile and segment customers based on activity, sales status or any customisable attributes so you can create targeted, effective marketing campaigns to generate more leads for your sales team. |
Secure new business Improve conversion rates and win more deals with a CRM system that ensures you never miss an opportunity. Auto-create tasks that remind sales reps to follow up interactions to increase sales revenue. |
Improve customer retention Win and keep customers with improved customer service across your business. The CRM ensures all departments have access to the same customer history ensuring no matter who your customers speak to, they’ll experience a personalised, quality interaction that helps to keep them happy and ensure they return. |
Increase customer spend You’re missing out on potential opportunities if you’re not marketing to your customers. Profile customers based on previous orders or leakage data to create targeted marketing campaigns that will help you to up-sell, cross-sell and increase order value. |
Manage employees & meet targets The CRM will give managers and team leaders the data and reports they need to analyse employee, sales and company performance. Taking data from across all areas of the business using the software, the customisable dashboards and reports will highlight who is and isn’t hitting targets and KPI’s so you can act fast to make improvements. |
Discover the power of the OGL Software CRM
Arrange a consultation with our software experts to understand how our CRM and ERP system can transform your sales & marketing departments.
Read more“The CRM module has a built-in email function that allows us to segment and send e-shots to over 160,000 of our named contacts about safety launches, product launches and promotions. This has been fundamental for maximising customer spend.”
System Hygiene
Whether you’re looking to invest in a CRM system for the first time, you’re new to using your CRM software or you’re wondering if you’re getting the most out of your investment, it won’t harm to start at the beginn...
How will an ERP system benefit my business? The wholesale and distribution industry is becoming increasingly competitive. The industry is continually putting pressure on companies to do better - to offer a more cost-effective service, quicker ...
Discover the power of OGL Software This guide will take you through the OGL Software solutions and services we can offer that will help to improve your business efficiency and profitability. Simply fill in the form below to receive ...

Unify your operations with OGL Software's ERP System
Transform how you operate to improve efficiencies and increase profits








Contact Management
Manage your customer, supplier & prospect data and interactions in a single, fully integrated platform. The OGL Software CRM will help you to secure new business & build great customer relationships.
Find out more >>
Multi-Channel Sales Order Management
Stay ahead of the competition with OGL Software multi-channel sales order management solution. Digitally transform your order management processes, from every sales channel for optimum efficiency.
Find out more >>
Integrated eCommerce
Easily implement a multi-channel selling strategy with Marketplace and eCommerce integration that will grow your customer base and increase sales without the extra admin.
Find out more >>
Stock Control & Management
Meet customer demands with stock control software that helps you to monitor, manage and optimise your stock levels so you can buy better and sell smarter.
Find out more >>
Warehouse Management
Maximise efficiencies with OGL Software WMS. Streamline your warehouse and stock processes to exceed customer expectations, improve reputation and increase profitability.
Find out more >>
Finance & Accounting
OGL Software takes care of all your financial processes within one central system, making sure your data is always accurate. Have a 360 degree view of your finances to make smarter decisions to drive growth.
Find out more >>
Reporting & Analytics
Monitor performance with real-time company and sales data so you can exceed targets and build a profitable future. OGL Software provides visual dashboards for personalised reporting and clear analytics.
Find out more >>Speak to our software experts
Looking for smarter and more effective ways to work? Book a free online, or on-site, consultation with our team of specialists to discuss your business goals and objectives. Call us on 01299 873873 or request a call back below.