Our customizable CRM solution streamlines your communications 

What is a CRM?
CRM or Customer Relationship Management is a powerful software that any business can benefit from. It manages your sales cycle from receiving a lead, all the way through to providing customer service and maintenance after the initial sale is completed. CRM systems usually have built in tools or applications that help manage new leads and track their progression through the sales pipeline, track conversations and interactions, and keep detailed cohesive records all in one space to deliver top-tier customer service.

With Orderstream’s CRM your team has easy access to customer information, including leads, contacts, emails, and meeting notes without having to go through half a dozen emails or spreadsheets. Also, the system stores sales information such as activity and sales call logs, quotes, orders, shipments etc, so that you can provide top- tier customer service.  Plus, you can access the CRM from your desktop, laptop or mobile device, so you can get your information in the office or on the go.

What does this mean for you?

This means you can receive a business card from a lead at a tradeshow, and the information can be in your CRM before you travel home. While you’re travelling, your team could be working on nurturing and qualifying the opportunity from the home office. Then, your system could send an automatic courtesy email to your new contact.  Finally, when you get back to the office, you can conduct a follow-up and before you know it, you have a brand new customer.

Our CRM helps businesses and sales people manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications and automate stages in the sales process. As a result, it can speed up the sales cycle, boost close rates, and improve customer retention. So, not only can you get new business, but you can also maintain the trusted relationship you have with your customers.

Hand holding a cellphone with a sales funnel displayed on it

Manage Leads and Opportunities

All Leads are not created equal. Our CRM allows you to build your own scoring system to figure out which leads are ready for sales, and ones that could benefit from more targeted marketing.  As a result, this can increase sales productivity, shorten the sales cycle, and align marketing and sales targets- all while reducing guesswork.

Man sitting at a computer wearing a headset.

Track Customer Interactions

From anywhere in the world, easily manage and track customer interactions and contact information from your smartphone, laptop or tablet. Plus, you can rate interactions, set communication preferences, and monitor any and all sales messages or calls. Outlook integration also allows for customer emails to be easily addressed by your team.

Hands typing on a laptop on a wooden table. The laptop screen is displaying charts.

 Sales Process Automation

Automation is the future. Our CRM allows you to create rules and guidelines to follow up with leads, manage sales, arrange shipments, and more. This saves time and energy so you can provide great customer service and focus on delivering quality products.

Still not convinced? Other tools include:

  • Import Contact lists from Excel

  • Manage and identify duplicate contacts

  • Full ERP integration

  • Marketing Campaign generation

  • Manage Accounting Information

  • Bid Tracking

  • Automated Commission Calculator for vendors

  • Invoice integration

  • Integrated workflow for project management

Image of computers and tablets connected to brightly coloured clouds with communication icons


Have any questions about our ERP software solutions? Do you want to book a demonstration of what our software can do for your business? Send us a message or give us a call today!

3525 Mainway, Burlington, ON L7M 1A9
Phone: 1-855-864-3411