Intuitive CRM

Intuitive CRM

Managing your customer base with an integrated CRM solution will help your company improve your marketing, sales and support processes, while increasing customer responsiveness and loyalty.

Intuitive CRM enables your company to maintain and track all facets of relationships with all business partners. Contacts, follow-up information, historical interactions, details of potential opportunities, marketing campaigns and more are immediately accessible with Intuitive CRM. The marketing and opportunity management features help your marketing and sales force find and capture sales, while the relationship management features help your entire organization maintain and support your customer, vendor and partner relationships.

Intuitive CRM comes with easy-to-read screens, user managed screen layouts, and drill-down capability into every detail. As part of the Intuitive ERP system, quotes, sales orders, shipments, collections issues and returns are all completely integrated with the Intuitive CRM solution.

Relationship Management

The Relationship Management module provides the tools necessary to manage important business information about not only your prospects and customers, but also vendors, business partners, and other third parties your company deals with. Contact and account information, schedules, a complete history of interactions and transactions, current orders and financial status, and other data are immediately available to assist your sales and support teams in effectively maintaining valuable business relationships.

  • Store an unlimited number of customers, prospects and companies, and unlimited contacts within each company.
  • Record all interactions associated with a customer or prospect, including conversations, meetings, letters, faxes, e-mail messages, file attachments, and more.
  • Access a complete history of a customer or prospect account, including quotes, orders, collections status, warranty status, and more.
  • Schedule future interactions into your existing Microsoft Outlook calendar.
  • Work in a team environment with multiple members on an account.
  • Create document distributions based on Mail Merge features of Microsoft Office.
  • Attach documents and emails to contacts or companies.
  • Automatically create Microsoft Outlook To-Do lists.
  • Assign activities to other team members and notify them by email.
  • Output any data to Excel with one click.
  • Record an unlimited number of notes per contact.

Opportunity Management

The Opportunity Management module maximizes the efficiency of your sales force by helping to manage and identify the best strategy for moving to close the deal. By providing a tool to effectively manage every component of an opportunity, Opportunity Management helps your sales professionals capitalize on sales potential with prospects and increase business from existing customers.

  • Manage sales opportunities by creating and linking opportunity records to specific accounts.
  • Track opportunities, including percent chance of close, opportunity value, and all associated data.
  • Add user-defined fields to each opportunity record.
  • Schedule interactions, such as follow-up phone calls and onsite meetings, into your existing Microsoft Outlook calendar.
  • Maintain a complete history of activities with specific notes about each opportunity.
  • Create and link appointments, tasks, notes, documents, e-mails and activities to specific sales opportunities.
  • Report on sales funnel and opportunity progress.

Marketing Management

The Intuitive CRM marketing management features provide a single location to create and track the details—and results—of your company’s targeted marketing campaigns. You can create targeted mailing lists of potential and/or current customers with the Search Manager and select the search to be associated with the marketing campaign. Deploy a campaign by automatically creating a mass-email or mass mail-merge document to all campaign participants. You can easily keep track of participants pre- and post-launch.

After launching a campaign, Intuitive CRM allows you to manage responses and associate opportunities to campaigns. A Marketing Response wizard is incorporated directly into the pane system, allowing users to quickly enter response information. You can compare actual responses with forecasted response rates to determine campaign ROI.

Intuitive CRM also complies with "Do Not Solicit" regulations, ensuring that companies/individuals who request to be removed from future campaigns are automatically excluded from future campaigns.

Service & Repair

The Intuitive Service module helps you provide superior customer support. Through increased repeat business with your customer base and development of healthy relationships with—and great referrals from—your customers, the Intuitive Service option provides dramatic and measurable return on your investment. These support tools allow you to manage, record and resolve customer support incidents, quickly identify and address urgent customer issues, and analyze the effectiveness of your entire support department.


With the capability to manage all incidents reported on your products and track and report on this data for analysis, you can increase customer satisfaction by responding quickly to customer needs and making improvements in product support and quality.

  • Create a detailed record of every support incident.
  • Classify customer service issues for automated incident and problem reporting.
  • Instantly view an incident's life cycle.
  • Assign activities to other team members.
  • Assign priority status to incidents.
  • Calculate the costs associated with resolving an incident.
  • Record all activities related to an incident.
  • Link emails, faxes and other related documents to support incidents.
  • Track resolution times to gauge the efficiency of the support team.
  • Track the productivity of individual support professionals.

Service and Repair is fully interactive with all Intuitive ERP return material authorization (RMA) data. You can automatically initiate RMA orders directly from a Service and Repair customer call screen, including rework orders and credit memos when necessary.


Service and Repair also allows you to manage service contracts and establish and maintain warranty agreements. Track warranty expiration dates, manage serial number information/history, search incident related data based on unit serial number, keywords, warranty expiration dates, priorities, status, etc.


Managing the return of product from customers is another area you can leverage to strengthen the relationship between you and your customers. The quicker you can dispose of defective or disputed parts, the faster you can turn a dissatisfied customer into a good reference. Our return material functionality provides you with the ability to ensure a thoroughly professional approach in this sensitive area of customer service. 

The Return Material Authorization (RMA) module included with the Intuitive solution provides complete return material capability. Parts can be returned even if there is no existing sales order record (the return of a component for example). The RMA module provides you with complete tracking functionality, from assigning an RMA number for the customer, dispositioning samples (optional), receiving the returned materials, and dispositioning all returns. Credit memos and replacement orders can be automatically generated if desired. Managing returned inventory is also important to the profitability of your company. The RMA module applies the same level of inventory management to returned items as is applied to production inventory. All material can be processed through inspection, accepted into inventory, sent to rework or scrapped to an expense account. 


  • Receive returned material into a special inventory account 
  • Receive and process sample returns before authorizing a full return of materials 
  • Inspect returned materials 
  • Automatically credit the customer's account