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CRM for Trade

Complete wholesale and retail operations platform 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 integrates directly with accounting and warehouse modules to provide end-to-end visibility and automation across the entire order-to-cash cycle.

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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

  • Формула Продажів
  • СУП
  • CRM Solutions
  • Stream Telecom
  • SMS Club
  • Inweb
  • Ringostat

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.

End-to-end customer relationship and enterprise resource management: centralized customer analytics, streamlined communications, real-time inventory control, and multi-channel financial management. LBS Cloud CRM and ERP modules drive operational efficiency, reduce overhead, and give wholesale and retail businesses the agility to adapt rapidly to market shifts.

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

Delivers end-to-end inventory management: real-time stock balances, demand forecasting, barcode scanning, and automated fulfillment workflows.

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

Monitors real-time sales performance, tracks volume velocity, applies promotional pricing, and delivers actionable sales analytics to maximize revenue and satisfy customer demand.

Point of Sale

Sales

Manages the complete wholesale and retail sales cycle from customer order intake to warehouse picking, packing, and courier handover.

Sales

Invoices

Manages commercial invoicing and monitors accounts receivable: generate instant VAT/tax invoices, track payment status, and enforce trade credit terms.

Invoices

Work time and event organization

Calendar

Coordinates team calendars, fulfillment milestones, and staff task assignments, ensuring deadline adherence and operational consistency.

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

Streamlines payment processing, automated invoicing, and accounts receivable tracking across multiple payment methods — reinforcing cash flow visibility and financial discipline.

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.

Cashier terminal

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

Add modules when your business needs new workflows.

CRM, warehouse, finance, service, communications, and integrations work in one environment. Your team expands the system without duplicated data or extra manual control.

100+ integrations
30+ key modules
1 workspace
View modules

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