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08 Profit4 Features

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Integrated CRM software

Harness your customer data

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Use your customer and prospect data to increase sales and improve service.

Watch an online demo
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Trusted by 1000's of UK users

MAH logoTBS Oxford logomore handles logodelgio logoFix247 logoBroadbent logoAnderson Electrical logoSystem Hygiene logoTF solutions logoAllfix logoFatboys logoLamberts logoAvanti logoTPS logoPioneer Feed logoNeo Timber logoFrelan Hardware logoFrank Blakeley logoPickard Hardware logoMaple logoCater4You logoDJB logoABM Electrical logoCambridge logoCH&F logoCSL logoSCS Packaging logoStar Fasteners logoMason's Fasteners logoFlowfit logoMetalflex logoPryce's logoSterling logoMiller Medical logoComax logoRedashe logoSpringpack logoGibb Tools logoChelmsford logoIDC logoTerrier Tools logoSwitchtec logoMidshires logoExcel Plastics logoCarpenter Goodwin logoPremier Bearings & Transmissions logoRiley Shutt logoYate Supplies logoExpert Electrical logoGRF logoGeldbach logoCubralco logoPlastics Plus logoEssex Industrial Supplies logoCounty Industrial Supplies logoAnglia Bearings logoJanitorial Express logoJace Supplies logoGlendower logoIndustrial ValvesNobisco logoTBS logoTB Davies logoMartyn Price logoCCF logoWMF logoCED logoTouchstone Lighting logoABCO logoBTP logoScots Bearings logoKingsdown Nurseries logoGeorge Lodge logoFiltration Warehouse logoFISC Healthcare logoSouth Wales Turf & Top Soil LogoChain & Conveyor logoMidland fitting LTDActuation ValvesComplete Packaging logoAd Grind logoTektum logoBerkeley logoPackaging4U logoDirect Packaging logoSecurikey logoJWL logoRegent logoAndway logoCuxson Gerrard logoVulcan Fasteners logoGeorge Lodge logoDeltawaite logoSphinx logoKendor logoHT Supplies logoUniformity logoCR logoMAH logoTBS Oxford logoMore Handles logoDeligo logoFix247 logoBroadbent logoAnderson Electrical logoSystem Hygiene logoTF solutions logoAllfix logoFatboys logoLamberts logoAvanti logoTPS logoPioneer Feed logoNeo Timber logoFrelan Hardware logoFrank Blakeley logoPickard Hardware logoMaple logoCater4You logoDJB logoABM Electrical logoCambridge logoCH&F logoCSL logoSCS Packaging logoStar Fasteners logoMason's Fasteners logoFlowfit logoMetalflex logoPryce's logoSterling logoMiller Medical logoComax logoRedashe logoSpringpack logoGibb Tools logoChelmsford logoIDC logoTerrier Tools logoSwitchtec logoMidshires logoExcel Plastics logoCarpenter Goodwin logo

The benefits of Profit4's CRM software

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100% visibility
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Full account information

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Past customer communications

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Credit & payment history

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Bespoke customer pricing

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Customers' sales history & profit generated

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Quickly spot sales leakage

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Increase sales
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Informative reporting
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Improved stock availability & customer satisfaction

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One system to manage all areas of your business, with stock control at its heart.
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Watch a 3-min demo

Trusted by 1000's of UK users

Trusted by 1000's of UK users

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"We won't need to do a yearly stock take, so we've gained almost 2 weeks' worth of business"

Logistics Manager

NVC Lighting UK

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“[OGL Software] has led to significant gains in efficiencyas well as a marked reduction in costs”

National Sales Manager

FORGEFIX

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
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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.

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CRM software, designed with the user in mind

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Access from any location

Whether working from home or on the road, you can access Profit4 anywhere through your browser.

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A fast easy-to-use interface

No more waiting ages for data to load or trying to navigate overly complicated systems.

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Fully customisable dashboards

Each user can quickly and easily create their own customised dashboard.

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Access from any location

Whether working from home or on the road, you can access Profit4 anywhere through your browser.

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A fast easy-to-use interface

No more waiting ages for data to load or trying to navigate overly complicated systems.

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Fully customisable dashboards

Each user can quickly and easily create their own customised dashboard.

Watch a 3-min demo

Drive more sales by sending customers tailored emails

Send your customers tailored emails with cross-sells or up-sells 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.

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All channels connected to Profit4

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!

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CRM functionality checklist

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Individual customer dashboards
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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
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Configure & manage tasks
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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.

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Customer document storage
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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.

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Records of customer communications
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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.

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

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

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Access your data from anywhere
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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.

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Watch a 3-min demo today!

OGL Software is committed to ensuring that your privacy is protected. Our privacy policy sets out how OGL Software uses and protects any information that you provide when using this.

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Watch a 3-min demo today!

OGL Software is committed to ensuring that your privacy is protected. Our privacy policy sets out how OGL Group uses and protects any information that you provide when using this

3/4

Watch a 3-min demo today!

OGL Software is committed to ensuring that your privacy is protected. Our privacy policy sets out how OGL Group uses and protects any information that you provide when using this

4/4

Watch a 3-min demo today!

OGL Software is committed to ensuring that your privacy is protected. Our privacy policy sets out how OGL Group uses and protects any information that you provide when using this

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Explore more Profit4 features

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

Frequently asked questions

What is customer relationship management software / CRM software?
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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.

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.

Get in touch