CRM

Owned by Helen Gosper
Last updated: Nov 30, 2023 by Denise McGettigan
1 min read

Phocas Customer Relationship Management (CRM) is fully integrated with Phocas Analytics, allowing you to analyze and share data about any of the interactions you have 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.  

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