Customer relationships on the same record as the invoices
Contacts, activities, leads and the pipeline live beside the customer’s hire contracts, quotes, orders and balance, so a sales rep sees the whole account before the call. Follow-ups, campaigns and workflow rules keep the pipeline moving without a separate CRM to sync.
What is actually in the system.
Everything below is live in IME today, not a roadmap entry.
Accounts & contacts
The whole customer in one view.
- Customer 360 over live account data
- Contacts and activities
- Duplicate check and import
Leads & pipeline
Leads become deals, linked to the real quotes.
- Leads and pipeline
- Personal follow-up list
Campaigns & automation
Reach a segment, and let rules do the routine chasing.
- Campaigns to a customer segment
- Workflow rules, with a safe test mode
Reporting
Is the team talking to the right customers?
- Pipeline and won / lost analysis
- Activity and follow-up compliance
- Customer coverage and campaign results
The rest of the platform.
Hire & Rental
Run the whole rental lifecycle on one contract
Supply Chain & Inventory
Know what you own, where it is, and what it is worth
Manufacturing
From the sales order to the shop floor and back to stock
Finance
Debtors, creditors, cashbook and ledger without the re-keying
Service & Projects
Workshop jobs and contract costing against real margins
Platform & Administration
The plumbing that keeps 29 modules behaving like one system
Put CRM in front of your team
Request access and we will show you these screens running against data that looks like yours.