Inforgen CRM

Get the complete 360° view of your customer with Inforgen CRM

Inforgen CRM Features

  • Customer Management

    Capture and monitor all customer activity in one central location. Enquires, Quotations, Sales Orders, Sales Invoices and Tasks all linked and visible from the customer record, giving you the complete 360 view of your customers.

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  • Customer Groups

    Segment and allocate your customers into configurable groups. These groups can then be filtered and targeted through campaigns. You can also assign price-lists or product discounts to customer groups which are ideal for managing trade customers.
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  • Promotions Engine

    Powerful and flexible promotions engine allows you the ability to discount as required. Alongside our promotions engine, Inforgen also allows you to configure customer specific pricelists for trade or loyalty customers.

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  • Correspondence

    All customer and supplier emails in one place. Integrated with Microsoft 365 so emails can be sync'd into Inforgen from your mailbox. Our template generation tool puts the power in your hands to build dynamic emails that suit your business.
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Simple tools for marketing


Stimulate product demand through multiple marketing channels

Target your leads and customers with precision using powerful filters

Manage your product catalogue – pricing, availability, profitability

Activate promotions with unique codes, specified to date & time, customer groups, products and location

Manage a portfolio of gift vouchers to drive incremental revenue

Stimulate demand and growth


Upload new leads and assign to the sales team

Generate demand with campaigns targeted at specific customer segments

Assess marketing campaign effectiveness with real time reporting on promotions, discounts, and campaigns

Website API to manage leads, customers and sales processes on your website (or 3rd party portal)