The time had come to upgrade our CRM/ERP software and after scouring the market we found that there wasn’t a standard programme that could be customised to suit our requirements. We discussed our issues with SoftOptions and they suggested and demonstrated 4P, a standard product that could be infinitely customised to meet our needs.
With this in mind we expanded the scope of our requirements to include an integrated CRM, manufacturing, logistic and site planning system, purchase order’s, integrated SAGE 200 invoicing and finally full project costings. All within one package with minimal data entry (only entered once at quotation or design stage all the way through to invoicing) and ‘most’ information viewable in two or three clicks of the mouse.
With the help of SoftOptions and 4P we have achieved this.
- Human error due to multiple entry of the same data has been eliminated.
- The time savings via our sixty users, it is in the days not hours per week.
- Paper reports are a thing of the past, dynamic ‘live’ interlinked screens have removed the need for ‘out of date in 5 minutes’ paper reports.