Our Products:
CRM — Customer Relationship Management
Easily manage customers and increase orders and sales between 25 – 35%.
Optimise and equip your sales team with the right tools to manage clients and increase sales.
Here’s what’s great about LegendCRM
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Daily list of customers to visit
Set up daily lists of customers that need to be contacted or visited. This will make tracking of customer relationships easy and ensure you get to all your customers.
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Easy quotes and ordering
Quotes can be created at the customer and automatically be converted to purchase orders or invoices. This will automatically reflect on the side of the finance department.
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Representative Tracking
Track your reps wherever they go, know how long they spent at a customer and use this information to optimise time needed to service customers. You can also ensure that your customers are actually visited.
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Electronic Fuel Claim Approval
Fuel claims can be easily and quickly approved by managers or finance staff. Reducing the time and effort needed to do it manually.
Our CRM pricing options
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CRM Lite™
Perfect for small businesses.
✅ Quotation✅ Invoice
❌ Fuel Claim
❌ Sage / Pastel Integration
❌ Tracking
❌ Live stock on hand
❌ Credit Limit
❌ Credit Used
❌ Credit Available
❌ Employee KPI’s
❌ Client Statements
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CRM Pro™
Perfect for medium businesses.
✅ Quotation✅ Invoice
✅ Fuel Claim
✅ Sage / Pastel Integration
❌ Tracking
❌ Live stock on hand
❌ Credit Limit
❌ Credit Used
❌ Credit Available
❌ Employee KPI’s
❌ Client Statements
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CRM Elite™
Perfect for medium to large businesses.
✅ Quotation✅ Invoice
✅ Fuel Claim
✅ Sage / Pastel Integration
✅ Tracking
✅ Live stock on hand
✅ Credit Limit
✅ Credit Used
✅ Credit Available
✅ Employee KPI’s
✅ Client Statements