Sales & Customer Service

Give your Sales & Customer Service teams the integrated tools they need - CRM, Quoting, Reporting, Forecasting, and Order Management.

See How It Can Work For You

Flowcharts

Key Features

Give Sales and Customer Service teams full visibility from first contact to final shipment. Manage CRM, quoting, and order activity in one system connected to production, inventory, and accounting. Track leads, margins, and performance in real time — and respond to customers with confidence, knowing every quote, order, and shipment lives in a single source of truth.

Resources for Sales Teams

In-depth documentation, guides, best practice and use-case blogs, and more to learn how to do your job in Cetec ERP.
Explore other resources

Articles on sales workflows, customer management, and ERP best practices.

See All Sales Blogs

From Cost to Quote: Understanding Sales Price in Your ERP System

Aug 13 2025

Lead Management in Cetec ERP's Integrated CRM

Jan 13 2020

Simplifying Sales Management With Cetec ERP's CRM

Nov 3 2024

Using Cetec ERP Build Estimates for Accurate Quotes and Delivery Dates

Oct 29 2024

Guides for Sales

Browse Guides
Step-by-step guides to using CRM, quoting, and order entry in Cetec ERP.

How to Add Line Taxes for Tariffs

Sales

How To Create a Customer

Sales

How To Create an Order

Sales

How To Apply Discounts On Customer Quotes & Orders

Sales
Sales Documentation

Sales Order Management

Sales

Documentation – CRM

Sales
This software is essential for us to focus on what we do best, which is supporting our customer needs.

Todd Maines

What’s nice about this ERP system is that it allows us to sell more. I’m doing way more of the operation side of things now. I definitely enjoy the sales aspect, but you still have to manage the business. Cetec makes it easier to manage the business than our old way. Going back to the old way would be a nightmare.

Kris Wall

Vice President at B&K Valves and Equipment
We knew that in order to take our company to the next level, we were going to have to get a track to run on.

Heidi Lehmann

Director of Business Development at Grand Slam Safety

Integrations & Plugins

Integrations

CAD to BOM Integration

Simplify your design-to-production process by pushing accurate BOMs from CAD into Cetec ERP using QBuild CADLink, with no manual data entry required.
Integrations

Electronics Quoting & Supply Chain Integration

Connect Cetec ERP with CalcuQuote for advanced electronics quoting and supply chain workflows designed for EMS and contract manufacturers.
Integrations

Shipping Plugin

Ship directly from Cetec ERP using the Shipping Plugin powered by ShipStation. Print labels, rate shipments, and capture tracking and freight costs without leaving ERP.