Phocas CRM

Know the sales, revenue and satisfaction status of every customer

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Get complete clarity on what actions and activities drive customer revenue

A single system for sales reporting and account and business development task management. When your customer relationship management (CRM) data interlocks with actual sales information you can see, track and analyze opportunities and risks.

Purposeful activity No excuses for not entering information because it’s all one system and the return on effort is plain to see
Reporting and analysis Enjoy the user friendliness and simplicity of Phocas’ detailed queries and at-a-glance dashboards applied to your CRM
Make connections Move directly from data queries or dashboards into specific customer activity, contact history, personnel and buying patterns

Get organized for growth

Have all your performance measures about customers, sales, stock, location all in one place. Get a single source of customer, account, activity (meetings, phone calls, visits), business information and campaigns (promotions, product launches, events) alongside real sales numbers to align everyone’s efforts towards growth.


Customer intel

For account, sales and BD managers, for team directors and of course, for business owners who want a forthright position of the status of your precious accounts… Search sales history, comprehensive account and contact detail, make it clear what the team should do next with agendas and tasks that have customer loyalty at the center of activity.


Options for all

No more siloed databases – no more spreadsheets – no more: “It’s all in my email/calendar.” When it comes to CRM, limited visibility and letting managers run their own shop really has its downsides. This is CRM that makes it easy to input the information and it is designed for everyone to have a meaningful view of what’s really going on.

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Is Phocas a match for your growing business?

See it to believe it Customers are blown away when they first see what's possible with Phocas. Why don't you take some time to tell us about your data challenges and let's see if we can help.
Helpful advice We have grown up with businesses that make, move and sell products and have a lot of data. Our consultants aim to be trusted advisors who can give you data management options.
What it takes to get Phocas Even if your data is a mess, you think you’ve got it licked with Excel, it’s in your too hard basket or someday maybe list. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain.