Customer Relationship Management (CRM) System

TechBiz CRM (Customer Relationship Management) program provides your employees with the information and tools they need to deliver an exceptional customer and supplier experience. Whether it is Sales, Marketing or Customer Service; CRM allows you to optimize the time spent on developing and maintaining successful relationships and maximizing opportunities. Because CRM is embedded into the TBS systems, there is no redundant data entry and CRM supports complete access to all ERP related data. CRM allows you to catalog information from initial marketing campaigns and sales contacts through quoting, customer orders, production, shipping, invoicing, payment and return goods authorization (RGA) cycles. CRM enables you to capture, manage and track every interaction with customers and suppliers in one place; putting everything in front of your sales and customer service people right when they need it.


·        Centralize Prospect, Customer and Supplier Activities- Complete contact management system supports the tracking of all contact activities in one centralized area so current information is available to everyone.

·        Marketing Support- Create marketing campaigns, send mass mailings (printed or email), create mail merges, track the success and manage the costs of your marketing and advertising campaigns.

·        Quick Activity Summary- See a snapshot view of prospects, customers and suppliers including contact information, credit status, documents, user defined data and all associated events.

·        Calendar and Activity Scheduling- All employee events are added automatically to a calendar to make it easier to view employee schedules and create meetings when everyone is available.

·        Alert Messages- Set automatic alerts for customers, suppliers or contacts and pop-up warnings to immediately notify employees of important issues.

·        Direct Access to ERP Data- Link directly to all areas related to sales, marketing and customer service, including available-to-promise/capable-to-promise (ATP/CTP), order entry, quoting, credit status and more.

·        Issue Tracking- Efficiently track customer and supplier issues and monitor responses. CRM provides multiple hierarchical ways to group and sort issues, including automatic distribution lists, for fast and effective responses.


·        Answer Books- Facilitate quick and accurate customer service responses by creating customized, decision tree based answer books for common problems, employee handbooks and more.

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