Contact & Customer Management CRM Software

Fully integrated with our Inventory and Accounting Suite

Blue Link ERP

Blue Link provides Contact Management software and Customer Relationship Management software as part of an integrated business suite that also includes accounting, inventory, order entry and invoicing, warehousing and more.

ERP Software Tools for Your Sales Team
Manage Your Contacts Easily with Blue Link Software

Contact Management is a broad term that can refer to tracking of customer/vendor information and communication as well as tracking sales opportunities (leads and prospects). Blue Link does both. We offer contact management as well as advanced Customer Relationship Management (CRM) as part of our integrated inventory and accounting system. For a video overview, visit our Product Tours.

Contact Management and CRM Software

Some Examples of Blue Link’s Contact Management Software Features:

FeatureDescription
Single Point of EntryKeep track of contact information for customers, vendors and prospects through a single point of entry interwoven throughout the Blue Link suite.
Quotes, Sales Orders and Purchase OrdersCreate and manage quotes, sales orders and purchase orders linked to customer and vendor accounts (convert quotes to orders in one click).
Many Data PointsRecord customer and vendor information such as contacts, phone numbers, emails, addresses, website and source of contact.
Unlimited ContactsTrack an unlimited number of contacts associated with an unlimited number of companies.
Log CommunicationLog verbal and email communication for prospects, customers and vendors.
Automated EmailingAutomate emailing of invoices and other customer communication. Turn an order into a PDF and have it automatically emailed on an automated or manual basis.
Enhance ProductivityQuick search contacts by company code, company name, contact name, phone number etc. View quotes, open orders and posted invoices from a central contact screen.
Lead Opportunity Management (Optional Component)- Track leads/prospects through a comprehensive sales cycle
- Set statuses, next action dates, appointments and more
- Enter comprehensive notes and track detailed communication
- Acts as a sales dashboard for follow-ups
- Manage marketing lists

A Product Tour of Blue Link’s Contact Management and CRM