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eXert CRM

eXert CRM

Overview

What is eXert CRM?

eXert CRM is a Customer Relationship Management solution designed to streamline and enhance customer interactions across various industries. According to the vendor, this software caters to small, medium, and large companies, making it suitable for businesses of different sizes. It is utilized by...

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Pricing

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Basic

$5,000

Cloud
one-time fee

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is eXert CRM?

eXert CRM is a Customer Relationship Management solution designed to streamline and enhance customer interactions across various industries. According to the vendor, this software caters to small, medium, and large companies, making it suitable for businesses of different sizes. It is utilized by professionals in sales and marketing, customer service, retail, e-commerce, and financial services to manage and nurture customer relationships effectively.

Key Features

Supply Chain Management: According to the vendor, eXert SCM efficiently manages the movement and storage of goods in a supply chain. It provides capabilities for forecasting, sourcing, planning, and execution, collaborating with channel partners for seamless operations. The software offers consolidated and independent warehouse reporting, providing control over inventory and delivery.

IMS Masters: eXert SCM includes features for effective inventory management, such as warehouse, location, and bin masters, as well as FOB (Free on Board) details. According to the vendor, it facilitates item management, vendor management, and stock adjustment, transfer, receipts, and issues. The software also offers various reporting options.

Kits Management: eXert SCM simplifies kits management by enabling the assembly and dis-assembly of kits. It supports both built-to-order and build-on-fly kits, according to the vendor. The software streamlines the process of creating picking lists, dispatch orders, inventory indents, and requisitions. It also provides functionalities for managing goods receipt notes, stock allocation, and reconciliation.

Integration: eXert SCM integrates with other systems, enhancing overall business operations. According to the vendor, it supports integration with financial management and inventory management systems, enabling centralized financial postings and integration with trial balance and profit & loss statements. The software also facilitates SMS/email-based reminders and alerts. It offers integration with any third-party application database and provides portal-based inquiry generation integration.

Reporting and Analytics: eXert SCM offers robust reporting and analytics features, empowering users to gain valuable insights into their supply chain operations. According to the vendor, the software provides comprehensive reports on item listing, stock management, vendor management, consignments, and more. These reports enable businesses to make informed decisions, optimize inventory levels, and identify areas for improvement.

Workflow Automation: eXert SCM automates various workflows, reducing manual effort and improving efficiency. According to the vendor, it streamlines processes such as order fulfillment, stock replenishment, and vendor management. The software frees up time for employees to focus on more strategic activities.

Real-time Collaboration: eXert SCM facilitates real-time collaboration among stakeholders, including suppliers, intermediaries, service providers, and customers. According to the vendor, it enables seamless communication and information sharing, enhancing transparency and reducing errors.

Forecasting and Demand Planning: eXert SCM includes powerful forecasting and demand planning capabilities. According to the vendor, it leverages historical data, market trends, and demand patterns to generate accurate forecasts. The software helps businesses optimize inventory levels, reduce stockouts, and improve customer satisfaction.

Order Tracking and Fulfillment: eXert SCM enables efficient order tracking and fulfillment, ensuring timely delivery of goods to customers. According to the vendor, it provides visibility into order status, allowing businesses to monitor and manage the entire order fulfillment process. This feature helps minimize delays and improve customer satisfaction.

eXert CRM Features

  • Supported: Calendar/Reminder System
  • Supported: Contact Management
  • Supported: Document Storage
  • Supported: Email Marketing
  • Supported: Interaction Tracking
  • Supported: Internal Chat Integration
  • Supported: Lead Management
  • Supported: Marketing Automation
  • Supported: Quotes/Estimates
  • Supported: Reporting/Analytics
  • Supported: Task Management
  • Supported: CRM
  • Supported: Distribution Management
  • Supported: Enterprise Asset Management
  • Supported: Financial Management
  • Supported: HR Management
  • Supported: Integrated Business Operations
  • Supported: Inventory Management
  • Supported: Order Management
  • Supported: Project Management
  • Supported: Purchase Order Management
  • Supported: Supply Chain Management
  • Supported: Sales & Operations Planning
  • Supported: Supplier Management
  • Supported: Warehouse Management

eXert CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Mac, Windows, Android, iPhone, iPad
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