Phocas CRM
See how Phocas CRM helps distribution sales teams spend less time on admin and more time with customers.
Built for the way reps work, it brings ERP-connected sales history to their phones, turns voice notes into follow-up tasks and keeps calendars in sync wherever the day takes them.
This short video also shows how sales managers can track deals, assign ownership and manage a visual pipeline with simple drag-and-drop updates. With customer activity and sales data together in the wider Phocas platform, your team gets a clear picture of every account and opportunity, down to the products each customer buys.
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Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
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