CRM and ERP Solutions

The most successful and profitable businesses today all have one thing in common: they’re highly organized and efficient machines, making use of the latest technology to manage both their business and customer data. Enter Proleadsoft, with custom CRM and ERP implementation for your business based on your unique needs.



Customer Relationship Management (CRM)


What is a CRM? Simply put, it is the one stop shop for all your business’s customer interactions. A good CRM will unify your sales, marketing and customer support efforts into a single, unified platform. You will be able to take control of the entire customer lifecycle, all the way from lead generation, through the sales pipeline and into the realm of customer support. With a multitude of great CRM providers like Salesforce, Zoho, Freshsales and many others to choose from, selecting the right CRM can seem like a daunting task. That is why the pros at Proleadsoft are here to help you choose and implement the right CRM for you. Even if you have unique business requirements that an off-the-shelf CRM might not be capable of handling, we can build a custom CRM tailored to your unique business needs.

Here is a quick look at some of the key areas a CRM can benefit your business:




A good CRM starts by helping you identify and target the right customers. With all your customer information in one place, marketing teams have unprecedented access to the most insightful customer data to help identify the best possible leads. Everything from the customer’s contact information, purchase history, even social media activity can be leveraged to target marketing campaigns to specific customer needs. Having access to this data helps sales forecasts and projections, providing the clearest possible path from lead to sale. Your marketing team will always be able to create fresh and engaging material that is ready to deliver the best leads right into your sales team’s open arms.  


Sales Pipeline


When it comes to sales, a good CRM can be the lifeblood of your business. With your marketing and sales efforts unified, a CRM will streamline your entire sales pipeline.  Your sales team can track every interaction between you and a lead. Every email, phone call or meeting can be setup and managed through your CRM, which ensures customers won’t fall through cracks. Every customer’s history with your business will be at your fingertips, allowing you to follow up at the perfect time, or target up-sell and renewal opportunities. You can even prioritize leads so you can strike while the iron is hot and close the biggest deals.


Customer Service


The customer life cycle does not end once the sale is closed. Keeping customers happy with great customer service is an often neglected side of business that a good CRM can easily help improve. With a CRM you will be able to handle all your customer support needs from one place. Whether your customers are reaching out to you via email, chat, phone or even social media, you will be able to quickly and efficiently handle any needs or issues that arise. Support agents will be able to see the customer’s entire purchase history with your company, prior support requests and other information critical to delivering an outstanding customer experience. Remember, CRM stands for customer relationship management, and your CRM will allow you to stay on top of all your customer(s) most important needs.


Enterprise Resource Planning (ERP)


Modern businesses need a modern approach to managing all their moving parts. Traditionally, businesses have incorporated many different systems to manage all the aspects of their business: finance, HR, manufacturing, supply chain, all using separate systems, incapable of communicating with each other. Now, with Enterprise Resource Planning (ERP) software you can harness the power of the cloud to streamline your business and bring it into the 21st century.


At Proleadsoft, we implement top-line ERPs, like Microsoft Dynamics to get all the aspects of your business communicating fluidly. We can even build out custom ERP systems for specialized business needs. An ERP will allow your different departments, such as accounting and supply chain, to visualize and manage data together and reduce costs. With all the departments in your organization having access to the same data and tools, you will increase communication and productivity across the board, while empowering decision making.

You do not need to be a Fortune 500 company to see the benefits of what a custom ERP tool set can do for you. Here is a look at some of the ways an ERP solution can benefit your business:


Finance and Accounting


Manage your company’s expenses, reel-in costs and redistribute your financial resources with ease using the power of data to inform your most critical decisions. Real-time dashboards let you examine where every dollar and cent is coming from and where it goes. Built in analytics tools allow you to empower employee decision making, and cut down on manual data entry by automating the daily tasks that link everything from sales to fulfillment.


Supply Chain Management


Ensure that the moving parts of your business keep moving, while increasing your efficiency. ERP technology lets you streamline your entire supply chain, allowing you to synchronize your manufacturing, warehouse and delivery together in one place. Get accurate inventory calculations and keep up with consumer demand, ensuring your ability to deliver your products on time. Automate your procurement and payment procedure and reduce costs.


Business Intelligence and Analytics


It is not enough simply to know what is happening with your business, but also why. Harness the power of data with visualization tools and reporting designed to unlock the secrets to increasing profitability. Gain data based insights into your manufacturing process, identifying the areas in your supply chain that are ripe for optimization. Streamline everything from resource management to manufacturing processes, and speed up product delivery and fulfillment with advanced warehouse logistics management.  


Production Management


No matter if your business is Make to Order (MTO), Engineer to Order (ETO) or Make to Stock (MTS), ERP software can improve cost control by streamlining and automating repetitive tasks in your production flow. Manage everything from materials to work orders, with increased ability to access data and inform decision making. Drive growth and stay compliant as requirements change and your business adapts. All the tools you need, together in one place.


Human Resources


Everything from recruiting, to on-boarding and payroll accessible in one space. Allow employees to manage their hours, and their time off to make sure business needs are staffed and met. Keep up to date with employee performance and standards, while growing the skills they need to thrive in the workplace. Even your employee retirement planning can be optimized, so that their needs are met for the long term.




The right ERP solution should grow as you do. Easily scale your business to increase transaction processing, on-board new third party vendors into your supply chain, and grow your own company’s internal manpower by adding new users. Leverage data collection of your business to empower decisions that will fuel growth. You can even add entire new modules to automate new facets of your business as it continues to grow.


Whether you want to use one of the many popular ERPs like Microsoft Dynamics, or need something custom built from the ground up, an ERP is a fantastic way to increase your business’s efficiency and profitability. The pros at Proleadsoft are here to lead the way in taking your business to the next level with ERP tailored to your requirements. Let us take a thorough look at your business and help you choose the ERP that’s right for you. 

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What is 9+1?


  • idea-generation


    Let us show you how a new CRM or ERP system can streamline operations and increase profitability.

  • search-engine-ranking

    2. ANALYZE

    We look at your specific needs and identify the areas where a CRM or ERP can help your business.

  • Design-creative

    3. DESIGN

    We'll help you navigate the multitude of options and choose the CRM or ERP that's right for you.

  • development

    4. DEVELOP

    We'll equip your new system with everything to fit your needs or we can develop a custom system from scratch.

  • proof-reading

    5. TEST & DEPLOY

    We rigorously test your new system and help implement it so your team can hit the ground running.

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