OrderWise revamps innovative CRM system 23 April 2018

UK-based software specialist OrderWise has kicked off 2018 with a whole new customer relationship management (CRM) system, which is being rolled out to new customers as well as established clients.

David Hallam, managing director at OrderWise, explains: “The new CRM system, designed to be used in combination with our software for marketing and business intelligence, will help streamline company activities when nurturing sales leads or managing complex projects. It is a thorough and reliable way to see all your sales processes, marketing activity, and sales pipeline, in one place and it allows the ability to direct staff time management.”

OrderWise CRM enables businesses to target the right customers at the right time to build stronger and more profitable relationships. This is done by having a simple drag and drop style interface that is user-friendly and allows a pipeline-style display of easily accessible information on potential and existing leads.

This new CRM module is an improvement on existing technology, as it combines some of the most useful and valuable additions OrderWise has made to the system in the last 18 months – including business intelligence alerts.

The CRM system also appears the same in both the desktop and mobile App versions of OrderWise, meaning those who work in the field can expect to see changes made by others as and when they happen and in the same way.

“The integration offered by our new product is the key selling point. A lot of our customers had used OrderWise in the past but were using separate third-party CRM systems to do business. This was proving difficult as they had to move sets of data around. This not only presented time constraints, but allowed mistakes to be transferred too. Because all the data and systems are now in one place, visibility of processes like sales, marketing and lead generation is far easier to manage,” adds David.

David concludes: “Having OrderWise CRM in place also increases profitability. If customers are paying for multiple systems when they can have it all under one umbrella, it negates any savings they could possibly make. Having it in one place is obviously advantageous.”

Deputy Editor

Claire Aldridge Deputy Editor t: +44 (0) 1727 814 450


Having joined the magazine in 2012, Claire developed her knowledge of the industry through the numerous company visits, exhibitions and conferences she attended both in the UK and abroad.

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