Phocas Customer Relationship Management (CRM) is fully integrated with Phocas Analytics, allowing you to analyze and share data about
all your interactions with customers and suppliers.
In CRM, you access and manage your customer data.
In Analytics, you analyze your CRM data alongside information about sales, purchasing, stock, budgets, and so on. For example, you might want to correlate sales activity with sales value. You can also create activities and open account records directly from within Analytics.
Use the search box to quickly find what you are looking for, click one of the key topics below, or browse the full list of
pages in the menu on the left.
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Related pages
Before you start: Phocas basics
For administrators: CRM administration guide
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Can’t find what you are looking for?
Raise a Customer Support Desk request.
Want to learn more about Phocas CRM?
Visit our website.