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CRM contact management

E21’s built-in CRM contact management solution centralizes business contacts and contact communications in a single system.

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Integrated contact management

Integrated contact management

One solution. All your business contacts.

E21’s CRM contact management solution allows for an unlimited number of contacts to be associated with any business you interact with. Unlike other ERP CRM software solutions, E21’s contact management is not limited to prospect and customer contacts; contacts can be associated with business partners, suppliers, and more. With an integrated supplier relationship management (SRM) software solution, purchasing and supply chain departments can utilize E21’s contact management to stay on top of supplier, factory, and carrier contacts.


Automate business transactions and contact communications

E21 allows total control over which system communications are delivered to individual contacts. Order acknowledgments may be provided to one contact, shipping notifications sent to another contact, and invoices sent to another contact. Even documents like proofs of delivery, customer statements, and Certificates of Analysis (COA) can be delivered to specific contacts automatically as transactions occur.

Automate contact creation and external interactions

Automate contact creation and external interactions

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Businesses use a variety of tools across each of their departments to interact with their business contacts. E21’s CRM contact management simplifies and automates the contact creation process through integrations with tools such as Shopify, Envoy, Typeform, DocuSign, Calendly, Microsoft Teams, and Zoom. Moreover, events that occur in these external solutions can be synced with E21 such that all external interactions are automatically associated with a given contact.

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Thanks to its centralized contact database, E21 delivers out-of-the-box, easy-to-configure integrations with leading email marketing platforms like Klaviyo and MailChimp.

e21erp® CRM contact management highlights

e21erp® CRM contact management highlights

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WHITE PAPERS

Extending CRM Concepts in ERP Systems

WHITE PAPERS

Extending CRM Concepts in ERP Systems

CRM software functionality—when considered within the scope of an ERP system—must go beyond that of basic contact management.