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
Past customer communications
Credit & payment history
Quickly spot sales leakage
Use data to increase sales & profits
Designed to meet the needs of stockists, wholesalers & distributors
Open quote notifications
Quickly spot sales leakage
Send tailored marketing emails
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 past customer communications
Get automated product recommendations
Automated delivery notifications
Using customer data has never been easier
No prior technical or data knowledge is required
Quick, easy-to-navigate interface
Customisable reports
Access from any location
Real-time data
One system to manage everything
Manage and connect all areas of your business with one system
Stock control
Order management
Finance & accounting
Supplier relationship management
In-depth reporting & analytics
A wide range of integrations
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
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
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.
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.
CRM software, designed with the user in mind
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.
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.
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.