CRM

Capabilities

Datacor CRM gives your team full visibility into every customer interaction—anytime, anywhere.

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Why Datacor CRM

Designed for Process Manufacturing

Purpose-built for the way process manufacturers and chemical distributors do business, there is no need for customization with Datacor CRM.

Empower Teams with Mobile, Real-Time Access

Reps and customer service teams can access quotes, orders, invoices, and notes on the go, speeding response times and increasing customer satisfaction.

Accelerate Sales with Smarter Pipelines

Drive more revenue with structured, customizable pipelines, visual dashboards, and automated follow-ups that keep deals moving and reps accountable.

Deliver a Seamless Self-Service Experience

Give customers instant access to orders, invoices, and support via a branded portal, reducing inbound requests and deepening loyalty.

Sales automation

Call reports
Sales and margin analysis
Sales agent history
Prospect tracking
Opportunity tracking
Calendars and scheduling
Customer management
Note and task management
Price management
Integrated CUPS (credit upon proof of sale) processing

Customer service

Product catalog
Quote request
Purchase history
Target advertising
SDS / COA / product specifications
Special pricing
Order processing
Sample requests
Order status
Invoice and AR history

Price intelligence

Identify stagnant prices with Outdated Pricing tools
Adjust proactively using Pricing Lag to monitor cost changes
Highlight transactions with below-average margin or pricing
Set margin goals by product class and flag underperforming transactions
Uncover top pricing opportunities using custom business rules
Gain instant visibility into customer and product-level trends

Customer portal

Online ordering with 24/7 access to product availability and customer-specific pricing
Credit card payment support
Access to SDS, COAs, and other key documents
View, download, and print invoices
Track current order status and view full sales history

CRM premium

Custom dashboards and reports
Pipeline activity and sales performance metrics
Sales velocity and rep performance insights
Customer engagement trends
Actionable intelligence for strategic planning

Complementary Products

Datacor offers a suite of solutions designed to support advanced operations, deeper specialization, and business growth as your needs evolve. Learn more about our complementary products below.

Enterprise Resource Planning (ERP)

Unified command center connecting inventory, production, quality, finance, and compliance in a single source of truth.

Manufacturing Execution System (MES)

Paperless batch execution with live plant metrics, digital work instructions, and automated quality enforcement.

Warehouse Management System (WMS)

Real-time lot tracking and warehouse automation for audit‑ready traceability and near‑perfect inventory accuracy.

Asset Tracking (TrackAbout)

End‑to‑end container lifecycle tracking to reduce loss, automate rentals, and enable recall readiness.

Formulation Management

A secure R&D sandbox for rapid recipe iteration, cost estimation, and version control to speed time to market.

Regulatory Control

Automated SDS, GHS, and compliance tracking that keeps R&D, production, and documentation aligned with global regulations.

Ready to supercharge your sales?

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Datacor CRM is an invaluable counterpart for the commercial side of organizations running the ERP. The performance panels are an enormous upgrade for the sales person on the go.”

Matthew Jones Business Development, Lewis Chemical Company