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CRM/BDL
Manage Client Information and Documentation Within the Business Workflow
Boost client relationships and streamline your business with DW-ERP's BDL module. Easily manage all business contacts and track enquiries, ensuring opportunities are seen. Keep everyone updated with detailed project statuses within the organisation. Customise master data, such as payment terms and geographical locations, to suit your needs. Export data to Excel for quick reporting and analysis, ensuring clear business insights. The BDL module, designed for the fenestration industry, simplifies workflows and increases productivity, supporting effective and efficient business operations.
Key Features of BDL Module
Business Management
Manage business details, including customers, supplies, contacts, billing, delivery addresses and notes, to organise and streamline operations efficiently.
Effortless enquiry Tracking
Track and manage enquiries effortlessly, ensuring opportunities are acknowledged, leads are followed up, and client relationships are strengthened.
Project Status Updates
Easily track project status, provide clients with clear progress updates, build trust, and foster strong relationships through consistent transparency at every project stage.
Customisable Master Data
Customise data like payment terms, categories, and locations to meet business needs, ensuring smoother and more efficient operations.
Data Export for Analysis
Export enquiries to Excel for efficient reporting, streamlining data management and enabling better insights for informed decision-making.
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