Profit4's core CRM software features

Full visibility of customer data

View everything about your customer in one easy-to-use dashboard
Customers' sales history & profit generated

Customers' sales history & profit generated

Past customer communications

Past customer communications

Credit & payment history

Credit & payment history

Quickly spot sales leakage

Quickly spot sales leakage

Use data to increase sales & profits

Designed to meet the needs of stockists, wholesalers & distributors
Open quote notifications

Open quote notifications

Quickly spot sales leakage

Quickly spot sales leakage

Send tailored marketing emails

Send tailored marketing emails

Sales targets & stats dashboard

Sales targets & stats dashboard

Provide customers with first-class service

Everything you need to know at your fingertips
View a customer's full order history

View a customer's full order history

View past customer communications

View past customer communications

Get automated product recommendations

Get automated product recommendations

Automated delivery notifications

Automated delivery notifications

Using customer data has never been easier

No prior technical or data knowledge is required
Quick, easy-to-navigate interface

Quick, easy-to-navigate interface

Customisable reports

Customisable reports

Access from any location

Access from any location

Real-time data

Real-time data

One system to manage everything

Manage and connect all areas of your business with one system
Stock control

Stock control

Order management

Order management

Finance & accounting

Finance & accounting

 Supplier relationship management

Supplier relationship management

In-depth reporting & analytics

In-depth reporting & analytics

A wide range of integrations

A wide range of integrations

CRM Software

Watch an online demo today!

Get a better understanding of how Profit4 can save you time & money
  • Deliver first-class customer service
  • Streamline operations
  • Improve profitability

Watch an online demo

Trusted by 1,000's of UK users

“The reporting features have greatly improved the efficiency of our work... it's much easier to track customer trends"

PRICING ANALYST

GIBB TOOLS

"We use [OGL Software] to look closely at our customers & what their product spend is, what they are buying & what they could buy"

DIRECTOR

DELIGO

"Profit4 provides us with powerful information, all in one place. It connects all areas of our business to make it more foolproof"

JAMES ANDERSON, DIRECTOR

ANDERSON ELECTRICAL

“OGL software has saved us so much time... we now get an automatic update sent through to tell us which quotes & opportunities, need following up"

DIRECTOR

CHELMSFORD SAFETY SUPPLIES

“We need to use individual pricing matrices for each customer account & with OGL Software it means our customers can view their own pricing when they log in"

DIRECTOR

MORE HANDLES

Dedicated customer
& prospect dashboards

360-degree visibility of your customer or prospect

Profit4's CRM software enables you to quickly access a customer or prospect's profile in one dashboard, with key information immediately available:

  • Contact information (store unlimited contacts at the same business)
  • Primary contact details
  • All communications, tasks & events
  • Historical sales data
  • Current order status
  • Open, closed & fulfilled quotes
  • All documentation
Customer dashboard on a laptop

Quickly spot if a
customer starts ordering less

No clunky bolt-ons required

With full visibility of your customer's sales data you can quickly spot any unusual sales decreases - perhaps due to a customer switching to a competitor - so you can quickly take action. 

The data is auto-presented in a visual bar graph so you don't need to spend unnecessary time trying to interpret a high volume of sales figures.

The graphs also enable you to drill down to the product type or even individual product level - so you can easily spot if it's a certain product that perhaps your customer is buying elsewhere.

business owner looking at sales leakage dashboard

Convert more
of your open quotes

Take advantage of Profit4's open quote reminders

Profit4 enables you to save a customer's open, closed and converted quotes in one place so you have full visibility. 

To help you convert more quotes you can also create automated open quote follow-up reminders - which can be tailored to your customer or industry needs. You can also prioritise quotes according to value.

So you can track progress Profit4 also provides a dashboard with reporting and analysis on your lost and won quote ratios.

Business owner on the phone

CRM software, designed with the user in mind

Customer Sales Leakage Dashboard

Drive more sales by sending customers tailored emails

Send your customers tailored emails with cross-sells or upsells based on their buying history via Profit4.

So if a group of customers is buying X but is likely to be interested in Y, you can quickly send all these customers an email promoting this product/s.

Business owner sending emails via his laptop

Add prospects & increase the chances of them becoming customers

Profit4's CRM software enables you to add potential customers who haven't purchased from you yet to the system. This enables you to:

  • Track & keep a record of all communications
  • Store key contact information
  • Send tailored marketing emails

...therefore increasing the chances that they'll purchase from you in the future.

Customer profile displayed on dashboard

Integrate with your website, couriers, trade counter & more!

CRM functionality checklist

View in one dashboard an individual customer's:

  • Contact information (store unlimited contacts at the same business)
  • Primary contact details
  • All communications, tasks & events
  • Historical sales data
  • Current order status
  • Open, closed & fulfilled quotes
  • All documentation

You can set up tasks for a range of customer activities within Profit4 - including sending samples, making sales calls and site visits.

These are visible within the customer's dashboard to all users. This is beneficial because it ensures good relations, so you don't have someone from finance chasing an invoice in the morning and then someone making a sales call in the afternoon.

Profit4's CRM software enables you to store all your  documents relating to a customer in one place, so everything is trackable and easily found.

Profit4 enables you to send customer emails via the system, so it automatically keeps a record of your communications.

There is also the option to make notes on customer phone calls.

With Profit4's customisable dashboards, you can keep a track of your most profitable customers.

Profit4 will include data from all sales channels - including your online and trade counter so you have complete visibility of a customer's sales history and can be confident in its accuracy.

If you're visiting a customer or working from home, having access to a customer's history can be key.

You can access Profit4 via your internet browser from any location, just as you would in the office.

Watch an online demo today!

Explore more Profit4 features

Profit4 includes a range of features... providing everything you need to manage your business in one software.

Frequently asked questions

Customer relationship management software, also known as CRM software, is a system that allows you to manage relationships with customers and potential prospects.

Whereas you may have previously kept customer or prospect data in spreadsheets and across different systems, a CRM will consolidate everything - so you can easily manage and view all customer sales history, credit terms, quotes, invoices, contact details, communications and documentation in one place.

It is a key contributor to building customer relationships, brand loyalty and increasing sales.

About Us

We provide UK businesses with the software to help them succeed

  • UK based HQ & support
  • Established in 1976
  • A focus on helping you grow
  • Trusted by 1,000's of UK users

Speak to our software experts

To find out how our Profit4 ERP software can transform your business, arrange a call-back with one of our ERP Consultants.