Your Entire Customer Relationship.
Inside Your ERP.
The Seradex CRM isn't bolted onto your ERP — it's built into it. Every order, invoice, credit, shipment, and conversation lives in one place, giving your sales and service teams a complete, real-time view of every customer relationship, from first quote to final payment.
Know Every Customer Completely — with Real-Time ERP Data
The Seradex CRM is your fully integrated customer management system, connected directly to your Seradex ERP database. Designed for manufacturers in doors, windows, millwork, printing, and ETO industries, the CRM delivers real-time access to every detail that matters — orders, shipments, invoices, credits, pricing, and communications — all in a single customer record.
Unlike standalone CRM tools that require expensive integrations and always show yesterday's data, Seradex gives your team the full picture the moment they need it — no sync delays, no double entry, no gaps.
A CRM That Works for Your Entire Team
Because the Seradex CRM is natively built into the ERP, every role in your organization gets the customer intelligence they need — without switching systems or waiting for data to sync.
Your Sales Team Can
- View complete customer order history and open opportunities in real time.
- Create and track quotes, then convert them to orders in one click — no re-entry.
- Log calls, tasks, and follow-ups directly against customer and contact records.
- Monitor pipeline stages, deal values, and close probability from a single dashboard.
Your Service & Operations Team Can:
- See live order status, production progress, and shipment tracking per customer.
- Issue and apply credit memos without leaving the customer record.
- Access customer-specific pricing, terms, and contract details instantly.
- Attach drawings, correspondence, and documents directly to customer files.
Your Management Team Can
- Monitor sales rep performance, revenue trends, and customer retention metrics using built-in analytics dashboards.
- Identify upsell opportunities and flag at-risk accounts with purchasing trend data.
- Set automated alerts for credit holds, overdue accounts, or customers who haven't reordered.
- Make faster, more informed decisions with complete, live visibility into CRM and ERP data.
A CRM Built for Complex Manufacturing Relationships
The Seradex CRM was purpose-built for the realities of configure-to-order and engineer-to-order manufacturing — not adapted from a generic sales tool. Managing a customer in doors, windows, millwork, or printing means tracking far more than a contact and a phone number.
Every customer record brings together the full relationship history your team needs:
- Orders & Quotes — All open, in-production, and completed orders with full line-item detail.
- Shipments & Tracking — Delivery history and live shipment status tied directly to each order.
- Invoices & Credits — Outstanding balances, payment history, credit memos, and AR aging.
- Activity & Communication Logs — Calls, emails, visits, and tasks with follow-up reminders.
- Customer-Specific Pricing — Unique price lists, contract pricing, and discount structures per account.
- Documents & Attachments — Drawings, certifications, contracts, and correspondence in one place.
The Seradex CRM gives your sales team the tools to manage every stage of the customer lifecycle — from first contact to long-term account growth. Because it runs on live ERP data, your reps always have the most accurate, up-to-date information when they need it most.
- Manage your pipeline with opportunity stages, expected close dates, and win/loss tracking.
- Forecast revenue with confidence — built on real order data, not spreadsheet estimates.
- Automate follow-ups with task reminders and activity scheduling for key accounts.
- Access the CRM anywhere — through the Seradex web portal or ERP Anywhere mobile app.
- Track quote-to-order conversion and identify where deals are being won or lost.
- Receive smart alerts when customers hit credit holds, miss reorder windows, or require attention.
Key Benefits
Replacing a disconnected CRM with a fully integrated one eliminates data silos, reduces administrative overhead, and gives every team the customer intelligence they need to act — faster.
Direct integration with Seradex ERP means orders, shipments, and credits appear the moment they happen — no sync required.
Sales, operations, finance, and service all see the same customer record, eliminating disputes, errors, and miscommunication between teams.
Built natively into the ERP — no middleware, no third-party connectors, no ongoing API licensing fees to connect your CRM to your business data.
Access the full CRM through the Seradex web portal or ERP Anywhere mobile app. Manage accounts, log activities, and track orders from any device, anywhere.
Trigger alerts for credit holds, overdue accounts, and lapsed customers automatically. Keep your team proactive instead of reactive.
Built-in KPI dashboards and analytics give management clear visibility into sales performance, pipeline health, customer retention, and revenue trends.
Integrates with Your Existing Seradex Modules
The Seradex CRM draws live data directly from your core ERP modules — including Order Management, Accounts Receivable, Shipping & Fulfillment, Estimating & Quoting, Production, and Inventory — with no configuration required.
ARE YOU READY?
Give Your Team the Customer Intelligence They Deserve
The Seradex CRM closes the gap between your sales team and your business data. By combining a full-featured CRM with the depth of your ERP — orders, financials, production, and shipments — your team can serve customers faster, close deals smarter, and build stronger relationships than ever before.