SYSPRO CRM gives your sales and service teams a complete view of every customer and supplier, with each call, quote, and order in one place. Because it lives inside your ERP, your people see live stock, credit limits, and order history without leaving the customer record.
When a customer calls, the difference between a good experience and a frustrating one is whether the person who answers can see the full picture. The last order, the open quote, the service issue from two months ago, the credit status. Too often that information is scattered across inboxes, spreadsheets, and a CRM that does not talk to the ERP.
SYSPRO CRM brings it together. It gives your teams a 360-degree view of every customer and supplier, with contacts, communication history, calls, meetings, quotes, and follow-ups all in one place. Leads and prospects can be converted straight into active customers in Sales Order Processing, carrying their full history with them.
The real advantage is that it is part of SYSPRO. Customer data stays in sync with Accounts Receivable and order processing, so a salesperson sees live stock availability, credit limits, and order history without switching systems. Your people respond faster, quote with confidence, and build relationships on a complete record rather than a half-remembered one.
One Record per Relationship Sales, service, and finance all read the same customer history, so nobody asks the customer to repeat themselves.
Prospects and contacts logged with full detail from first touch.
Calls, meetings, quotes, and follow-ups all recorded in one place.
The lead becomes an active customer in Sales Order Processing.
Service issues, returns, and warranties tracked against the account.
A complete history turns one-time buyers into repeat customers.
A demo from SYSPRO walking through the main CRM functions, how contacts, activities, and customer history come together to give your sales and service teams the full picture.
How contact records hold the full history of every customer and supplier, with the detail your teams need on one screen.
How every interaction is recorded and planned in one place, so nothing slips and nobody is left guessing what was said.
How a prospect moves into Sales Order Processing as a customer, carrying the full communication history along with it.
SYSPRO CRM brings sales, service, and marketing into one module that shares data with the rest of your ERP. These are the capabilities that turn scattered customer information into a relationship your team can grow.
Maintain comprehensive contact records for every customer and supplier, with custom categories and configurable user-defined fields that adapt to your business. One place holds all the detail your teams need to act with full context.
Record, plan, and track all customer and supplier activities, including sales calls, meetings, quotes, and follow-ups, in one centralized environment. You can also send and receive email directly from the contact record.
Automate and standardize your sales process so qualified leads move through the funnel faster, with opportunity tracking that surfaces hidden chances and risks. Reduce the effort it takes to produce meaningful forecast data for production and delivery.
Track service issues, product returns, warranty, and repair histories against the account. Your service team resolves issues faster with the full record in front of them, turning support moments into retention.
Convert prospects and leads managed in Contact Management into active customers within Sales Order Processing. The conversion keeps all historical communication while activating full sales functionality, so nothing is lost in the handover.
Customer contacts, credit limits, and payment terms stay in sync with Accounts Receivable, and supplier details with Accounts Payable. Sales teams see live stock, credit status, and order history without ever leaving the customer record.
A standalone CRM is only ever half the story, because the answers your team needs live in the ERP. SYSPRO CRM removes that gap. It shares master data with sales order processing, finance, and inventory, so the customer record and the operational reality are always the same thing.
Leads convert into active customers directly in Sales Order Processing, carrying their full history. A quote raised in CRM becomes a real order against live pricing and stock, with no re-entry between the conversation and the sale.
Customer contacts, credit limits, and payment terms stay synchronized with Accounts Receivable. Your sales team sees a customer's financial status before they promise anything, which protects both the relationship and the cash.
Because CRM reads the same data as the rest of SYSPRO, a salesperson sees real-time stock availability and order history inside the customer record. Quotes and promises are grounded in what you can actually deliver.
Every customer and supplier interaction, from quote to service issue, sits in one record that sales, service, and finance all share.
Salespeople see real-time stock availability and credit status from inside the customer record, so promises match what the business can deliver.
When a lead becomes a customer, the full communication history moves with it into Sales Order Processing. Nothing is retyped, nothing is lost.
SYSPRO CRM earns its place wherever repeat business, service, and long-term accounts decide whether you grow. These are the teams that feel the value of one complete customer record first.
Repeat Orders, Handled With Memory.
Distribution lives on repeat customers and fast turnaround. With order history and stock visible in the customer record, your team quotes and reorders in seconds, not callbacks.
Long Sales Cycles, Fully Remembered.
Big-ticket sales take months and many touches. CRM keeps every quote, meeting, and follow-up in one place so a long pursuit never loses its thread between people or quarters.
Standing Orders, Served Consistently.
Recurring accounts and tight delivery windows need reliable service. CRM keeps each account's preferences and history to hand, so every order goes out the way the customer expects.
Warranty and Repair, Always to Hand.
Service teams need warranty status and repair history on site, not back at the office. CRM keeps service issues and product histories against the account, ready on any device.
A Pipeline You Can Actually See.
Sales managers need a real view of the funnel. Sales force automation and opportunity tracking move qualified leads through faster and turn activity into forecast data the business can plan on.
One Customer View Across Sites.
When several branches serve the same customers, a shared record stops the left hand contradicting the right. Everyone works from one history, wherever the call comes in.
However You Sell and Serve, Mareba Will Set SYSPRO CRM Up Around It.
Book a short demo and we will show CRM working the way your sales and service teams actually do.
A CRM only works if your people actually live in it. Mareba sets SYSPRO CRM up around how your sales and service teams really work, then makes sure they adopt it. We have been doing this across East, West, and Central Africa for over 25 years.
We Learn How You Sell Before We Set Anything Up.
We document how your team finds, wins, and supports customers, the stages of your pipeline, and the activities that matter. The configuration mirrors your real process, not a generic sales funnel.
Your Fields, Your Stages, Your Categories.
We build the contact records, user-defined fields, categories, and opportunity stages in SYSPRO CRM so the system speaks your language. Activity types and follow-up rules are set to match how your team works day to day.
The Customer Record, Wired to the Real Numbers.
We connect CRM to Sales Order Processing and Accounts Receivable so lead conversion, quoting, credit, and order history all flow through one record. Your team sees live stock and credit without leaving the customer.
A CRM Nobody Uses Is Just an Expensive List.
We train your sales and service teams to work in CRM every day, not just at month end, and stay on to support adoption. As your process changes, we refine the setup so the system keeps earning its place.
Your contacts, your pipeline, your service history. Configured by Mareba, built into SYSPRO.