CRM for trade

All functions necessary for the needs of trading companies in one system

ERP and CRM systems for trade in LBS Cloud are comprehensive information systems specifically designed to automate and optimize the operations of trading enterprises. By using our CRM, you can maintain long-term and mutually beneficial relationships with customers, ensure the automation of many processes, and thus increase the efficiency and productivity of your trading company.

Ensure a comprehensive approach to business management, optimize all aspects of operations from customer relations to enterprise resource management, analyze customer demand and behavior for effective planning of marketing campaigns and sales strategies: the advantages of implementing the ERP+CRM system LBS Cloud for retail.

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    Storage of detailed customer profiles

    The CRM system can store records of customer information, their contacts, interaction history, and other important data, allowing for effective management of relationships with them and personalized service.

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    Automation of business processes

    Sales CRM allows for integrations with accounting and inventory management systems, automating order, shipment, and payment processes, speeding up deal execution, which is particularly important in business-to-business (B2B) interactions.

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    Analysis of customer needs and behavior

    Track purchases, inquiries, and other interactions, analyze and forecast customer needs to ensure an individual approach and develop targeted marketing strategies in business-to-consumer (B2C) interactions.

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    Supply chain optimization

    Track demand, inventory management, and supply planning, ensure timely delivery of goods, and maintain optimal inventory levels.

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    Integrated management system

    Integrate all internal processes and functions of the enterprise into one system to ensure data integrity and efficient management of all aspects of the business.

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    Data analysis and reporting

    Generate reports, analyze data, and form analytics to make informed decisions and identify opportunities for optimizing business processes.

LBS Cloud - a reliable partner for many businesses

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Improve customer relationship management efficiency, personalize service and marketing, optimize internal processes, and ensure quick adaptation to changes to increase productivity and competitiveness in the market.

Holistic management of customer relationships and enterprise resources, storage and analysis of customer data, optimization of communication, financial management, inventory, and supply chain management — all of these are important for conducting retail business. Using CRM and ERP modules from LBS Cloud contributes to increased efficiency, cost reduction, and enables the enterprise to quickly respond to market changes, making them indispensable tools for automating wholesale and retail trade and conducting successful operations.

Effective interaction and communication

Discussion

Create thematic chats, exchange ideas, documents, and information, plan meetings, and hold open discussions to improve internal communication within the team, coordinate actions, and discuss issues and questions that arise during work processes.

Discussion

Contacts

Store important contact information such as names, phone numbers, email addresses, etc., organize it by categories and tags. Effectively manage contacts, quickly find the information you need, and engage in active communication with partners and clients.

Contacts

CRM

Track and analyze product demand, forecast customer needs, automate processes to focus on strategic tasks, and increase productivity during working hours.

CRM

Accelerating sales and financial control

Warehouse

The module allows for inventory management, control of goods movement in the warehouse, tracking of stock levels, making forecasts of needs, and automating processes for receiving and shipping goods. It contributes to cost reduction, increased efficiency in inventory management, and ensures quick access to necessary information for making strategic decisions.

Warehouse

Procurement

Automate the purchasing process, conduct negotiations with suppliers, control supplies, and optimize inventory. The module contributes to cost reduction, increased efficiency in the supply chain, and ensures the appropriate level of inventory for production.

Procurement

Point of Sale

Control sales in real-time, keep track of sold goods, monitor inventory levels, and track and analyze demand for retail products. Displaying sales data in the system allows for quick responses to changes in demand, planning deliveries, and optimizing inventory levels.

Point of Sale

Sales

The module allows for efficient management of the sales process, tracking orders, issuing invoices, and monitoring payments. Utilize convenient functionality to analyze sales, make informed decisions, and optimize sales strategies to achieve better financial results.

Sales

Invoices

Manage the invoicing process and monitor payments in trade. The module allows for quickly creating invoices for clients, tracking their status, monitoring payment deadlines, and receiving notifications of payments made.

Invoices

Work time and event organization

Calendar

Keep track of important events, meetings, delivery deadlines, etc., in a convenient way. The module allows for setting up reminders and notifications, helping to maintain organization and efficiency in the work process.

Calendar

Additional modules for expanding functionality

Telephony

Make phone calls, receive and record calls, maintain a log of data exchange with clients and partners, as well as analyze call statistics, keeping all information about communication with clients in one system.

Telephony

Banking

Automate payment processing, invoicing, and bill payment, monitor fund movement, and ensure accuracy and reliability of financial reporting. The module allows for efficient use of working time, avoiding delays in financial transactions, and ensuring financial stability in the enterprise.

Banking

Cashier terminal

Accept payment for goods or services using various payment methods such as cash, credit or debit cards, electronic payment systems, etc. The module reduces the time required to process payments, avoids errors, and ensures accuracy in financial transaction accounting.

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Delivery services

Plan delivery routes, track cargo movement, provide information about order status to customers, as well as coordinate the work of couriers. Optimize working time by automating the delivery process, reduce the time for organizing and executing deliveries, improve the accuracy of delivery information to receive satisfied customer feedback.

Delivery services

Mailing services

Create and send personalized messages, promotional offers, news about promotions and discounts, order confirmations, and other informational messages. The module allows for automating and optimizing the processes of mass communication with clients and partners in trade.

Mailing services

Expand CRM functionality with new modules and integrations

More possibilities every month

Implement automated workflows with over a hundred integrations. Reliably and easily integrate necessary modules and customize ERM and CRM for retail business.

Streamline customer database management, simplify sales tracking and analysis, improve communication with customers, and provide the ability for individualized approach to each client, thus increasing profit for your business and enhancing its competitiveness. Try CRM - ERM in the cloud right now!

ERP-CRM INTEGRATIONS
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