ASPEN Integrated CRM

Use ASPEN’s Integrated CRM and know your customer.

ASPEN’s CRM functionality includes a set of tools designed to work together to improve how you manage and maintain customer relationships. From within ASPEN you can track, classify and report on customers, sales/quotes, equipment, work orders and more. View and track the lifecycle of sales, prepare quotes from within the system or from a manufacturer’s configurator.

  • Email your customers and vendors directly from ASPEN.
  • Full contact management database so you can easily log all customer visits and interactions.
  • Create marketing campaigns by identifying opportunities where customer are only buying from one or more of your departments.
  • Use ASPEN’s Quoting & Pipeline tool to track deals the sales team is working, why they won or lost it and close rates.
  • Seamless integration with MailChimp¬©¬†email platform allows you to professionally design and deliver email campaigns.
  • Identify your best customers and opportunities for growth.
  • Track, classify and report on customers, sales/quotes, equipment, work orders and more.
  • Understand your customer trends and plan your marketing efforts to maximize revenue.

Learn how using a CRM benefits your business and streamlines processes. Download our free guidebook and see how to connect all of your departments using CRM.