CRM with TailorERP Management
                     CRM WITH 
TAILORERP 
All Your Need, Under One App
MANAGEMENT
UNDERSTANDING 
Customer Relationship Management (CRM) is a 
technology and strategy uCsedR by bMusines ses to 
manage and analyze customer interactions and data 
throughout the customer lifecycle. The goal of CRM 
is to improve customer service, enhance customer 
satisfaction, and increase business profitability. 
Here's a breakdown of its uses:
LEADS
• Leads Nurturing- Create campaigns to automatically send 
emails customized for specific lead segments and activities.
• Predictive lead scoring- TailorERP calculates the probability of 
success based on various criteria, including past performance.
• GeoIP- Automatically identify the countries, states, and cities of 
leads based on their IP address.
• Live chat- Enable TailorERP Live Chat on your website to 
engage with visitors and turn them into leads. 
CUSTOMERS
• Address Book-  Maintain a clear, shared address book 
accessible to all your salespeople.
• Multi-Address- Manage multiple addresses and contacts for a 
single company.
• Customer Preferences- Quickly set customer preferences, 
including language, delivery methods, financial data, and more.
• Full History-  Access the complete history of activities related 
to any customer, including opportunities, orders, invoices, total 
amount due, and more
REPORTING
• Cohort Analysis-  Monitor the progression of your KPIs over 
time and identify trends.
• Opportunities Analysis- Analyze your opportunities pipeline 
using advanced filters, grouping, and drill-down options.
• CRM Dashboard- Quickly visualize your sales team’s KPIs at a 
glance.
• Leads Analysis-  Obtain statistics on your lead sources to 
assess the ROI of your marketing campaigns.
START MANAGING CUSTOMER 
RELATIONSHIPS 
EFFORTLESSLY WITH 
TAILORERP 
Unit 02-02, Level-2, Cimb Leadership Academy, 
65 8805 No 3, Jalan Medini Utara 1, Medini Iskandar, https://tailorerp.onli
2858 Iskandar Puteri, 79200, Johor Bahru, Johor
ne/