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Because of Syspro, you can deliver better customer experience. Syspro Contact Management provides a single source of truth for all your business relationships, built directly into your Syspro platform. Purpose-built for manufacturers and distributors, it gives your teams a 360-degree view of every customer and supplier interaction. Move faster and smarter by breaking down data barriers, enabling your teams to build stronger, more profitable relationships with confidence and complete visibility.
Empower your sales, procurement, and customer service teams with a unified contact database, ensuring everyone works from the same accurate, real-time information to serve your customers better and eliminate conflicting data across systems.
Move prospects through your sales pipeline with speed and precision. Convert leads into customers with a seamless, integrated workflow that preserves all historical communications. Because every interaction is tracked, your team can act on opportunities faster and close more deals.
Give your service teams access to the complete history of customer interactions. This enables faster response times and more personalized support. They can quickly access past communications, order history, and preferences to exceed customer expectations.
Centralize all supplier information, communication logs, and performance history in one accessible location. This enables your procurement teams to manage partnerships more strategically, collaborate more effectively, and mitigate supply chain risks.
Empower your teams to work smarter in a familiar environment. Seamlessly synchronize contacts, emails, and calendar appointments with Microsoft Outlook, while automatically capturing all communications within the Syspro platform to ensure data integrity without disrupting workflow.
Maintain a complete, auditable record of every customer and supplier interaction. This provides the transparency and accountability needed to meet regulatory compliance requirements and support internal governance with confidence.
Unified Contact Management
Gain a single view of your entire business ecosystem. Manage customers, suppliers, prospects, and partners within one integrated system that leverages your core Syspro data. Create detailed, customizable contact profiles to organize your relationships for maximum impact.
Activity Tracking
Record and track all business interactions including phone calls, emails, meetings, and tasks against specific contacts. Set follow-up reminders and maintain detailed activity logs to ensure no important communications are missed.
Microsoft Outlook Synchronization
Work seamlessly between your platform and your inbox. Automatically synchronize contacts, emails, and calendar appointments two ways between Syspro and Microsoft Outlook, ensuring a complete record is captured in your central platform for auditing and visibility.
Flexible Contact Classification
Segment and organize your contacts for targeted engagement. Create and maintain personalized, role-based, or company-wide contact lists with advanced filtering and search. Classify contacts by industry, region, or custom criteria to drive more effective communication strategies.
Automated Lead Conversion
Streamline your lead-to-customer journey. Convert prospects into active customers or suppliers with an automated, wizard-driven process that preserves all historical data. This ensures a smooth handover from sales to operations and maintains data integrity across your platform.
Search and Reporting
Access detailed contact information and activity history through advanced search functions with wildcard support. Generate reports on communication patterns, relationship status, and contact performance to drive strategic decision-making.
Customer Data Synchronization: Seamlessly shares customer contact information, credit limits, and payment terms between Contact Management and Accounts Receivable. This integration ensures that sales teams have immediate access to customer financial status while maintaining consistent data across both modules for accurate credit management and customer service.
Supplier Information Management: Automatically synchronizes supplier contact details, payment terms, and banking information between Contact Management and Accounts Payable. This connection enables procurement teams to access complete supplier communication history while ensuring accurate payment processing and vendor relationship management.
Email and Calendar Synchronization: Provides two-way synchronization of contacts, emails, and calendar appointments between Syspro Contact Management and Microsoft Outlook. This integration allows users to work within familiar Outlook interfaces while automatically capturing all business communications in the central ERP system for complete audit trails.
Customer Conversion Workflow: Enables seamless conversion of prospects and leads managed in Contact Management into active customers within Sales Order Processing. This integration maintains all historical communication data while activating full sales functionality, ensuring smooth transition from lead generation to order fulfillment.
Supplier Relationship Enhancement: Connects supplier contact information and communication history with purchase order workflows, enabling procurement teams to access complete supplier interaction records during ordering processes. This integration supports better supplier relationship management and more informed purchasing decisions.