Leading ERP software for growing manufacturers

Call Management

M1 Call Management module enhances your sales and customer service

Relationship Management

M1 Call Management tracks every call, email and fax to and from your prospects, customers and vendors.

Call type

Record communications for sales activities, support and customer service issues, administrative and procurement matters, and more. You can also track and manage all related correspondence, documents, contracts, conversations, and follow-ups, simply and effectively.

Track call times

Log the time spent on each call. Analyze and report on total call times for all sales, support and administrative calls.

Assign calls

Assign and route calls to additional persons in your organization. Call management ties directly into M1 Follow Ups so you can also assign and schedule tasks and appointments for other M1 users. Never miss an important task or appointment since follow-ups integrate with Microsoft® Outlook.

Prioritize calls

Prioritize calls to identify contacts requiring close attention. Use the standard searches to sort in order of priority.

Service contracts

Service Contracts can be used to manage warranties and maintenance contracts for your customers. Record the start and end dates, along with a value, for each contract. When taking a call from your customer or prospect, M1 will advise the use if the customer has a current service contract.

Knowledge base

Create a library of commonly asked questions and support calls relating to your products and services. Include details on the problem, the resolution and any available workarounds. Publish this Knowledge Base data for customers via the optional WebGear Internet portal module.

Office integration

Create a library of commonly asked questions and support calls relating to your products and services. Include details on the problem, the resolution and any available workarounds. Publish this Knowledge Base data for customers via the optional WebGear Internet portal module.

Create quotes and more

From a call, you can create a quote, order, job or invoice within M1 with minimal mouse clicks. Call records can also be created from within leads, quotes, orders, shipments, AR invoices, purchase orders and AP invoices. View all the calls for an organization under Organization Explorer.

Call Management Reports and Graphs

Standard reports within the Call Management module include Open Calls, Call Analysis, Customer Contract Status, pie graphs, bar charts and more.

Using Web Technology for Competitive Advantage

Manufacturers like you use ERP and the web for greater efficiency and increased sales.

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