Cloud Computing CRM - the Customer Relationship Management module receives and updates information about Leads, Accounts and Contacts. ERM uses information from here in your Quotes, Orders and Invoices.

Service Desk

Because your customers are a valuable asset

The cost of obtaining a customer is estimated to be as much as ten times the cost of keeping a customer. Since you take this seriously, we take it seriously too. Your ManageB2B One Business Solution Service Desk is the Risk Eliminator. Keep accounts in your fold with prompt, intelligent, forget-me-not service or risk having to say you’re sorry!!

ManageB2B recognizes that great service and support is imperative to building lasting, profitable relationships with your customers and prospects—dramatically impacting your bottom line. ManageB2B’s ERM solution provides service and support personnel with individually customizable Service Desk which has powerful tools such as advanced issue tracking and resolution, as well as access to relevant customer data—such as products purchased, ticket and defect history, and maintenance contract status.

Only ERM provides three complete RMA systems for Service Desk, Customer Portal, MRP/WMS and the General Ledger with real-time visibility and online. It spans world-wide locations and sub-locations to support mistake-free customer service, operations and accounting.

Other functionality:

  • Account Views (up to all customers)
  • Account Level Service Contracts
  • All Service Contracts
  • Open Service Issues, sorted by these categories:
    • Gold, Silver, and Bronze Service Level Agreements
    • Warranty
    • Out of Warranty
    • Three complete RMA systems

  • Tech Support
  • Professional Services
  • Service History
  • Shipment History
  • New Service Order (SO) Request

Front Office - Sales Back Office - Finance
CRM: Leads - Contacts - Accounts MRP - WMS - Inventory
Special Sales Items Procurement
Opportunities & Projects SO Process & Backlog
Price List & Inventory Invoice & Deferred Rev.
Sales Proposals & Quotes Accounts Receivable
Sales & Service Orders - SO Business Reports (BI)
Sales & Inventory Forecast Sales Tax Records
Sales Commissions Accounts Payable
Service, Support & RMA G/L - Fixed Assets - Dashboard
eCommerce - Integrated ERM Administration