Generic filters
Exact matches only
Search in title
Search in content
Filter by Custom Post Type
Distribution & Manufacturing Customer Relationship Management Solutions

Distribution & Manufacturing

Distribution & Manufacturing

Customer Relationship Management (CRM) is more than just a software application. It is a business solution that gives you the ability to connect with and track all of the people your business interacts with.  When properly implemented, a CRM solution enables improved business processes, closer management of new and existing relationships, increased revenues and decreased inefficiencies.

Customer Relationship Management Challenges

Having one central database of all the business contacts of our company: vendors, subcontractors, owners, general contractors, developers, etc.

A “centralized” database of all the contacts and companies with whom your company does business, eliminating redundant data.

We need to have a process where we can quickly develop, or edit a proposal, and track its evolution through the quoting process.

The ability to generate quotes, manage versions and create MS Word proposals.

Providing the business development team with a historical view of clients.

To provide business developers a complete picture of a potential customer. In addition, managing the pipeline of opportunities, and related dates and amounts, allows business developers visibility into the future backlog.

Tracking all the emails and associated documents on a company, contact or project is almost impossible.

Email integration will allow users a very easy way to file emails, ensuring the likelihood that the email will be filed.

We Have the Solution You Need

Sage CRM

Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels. Sage CRM also works with your Sage CRE Accounting software to provide seamless integration between your front and back offices, so everyone sees the same information, whether dealing with AR Customers, AP Vendors, JC Jobs lists, SM Sites, and so on.  All areas of your business can leverage this visibility so that everyone is on the same page and collaborating effectively as a team.

Expand & Enhance the Functionality of Your Sage Software

Stay Linked In & Accessible

Sage 300

Sage 300 helps small and medium companies manage their entire business across geographies without the cost or complexity of traditional enterprise resource planning (ERP) software. The preferred solution for tens of thousands of companies across the globe, Sage 300 connects the most important aspects of your growing business.

Learn More

Why Work With United Solutions and Sage?


of Builder 100 (Builder Magazine) use Sage

years in business

construction projects are managed each year with Sage software


of customer questions resolved on the very first contact