Fidelio Integrated Customer Relationship Management

Transitioning from prospect to customer: leverage Fidelio's centralized features to exceed your sales objectives.

customer service representative

Retain your Customers and Acquire New Business

Manage all information on your sales campaigns. Follow up on prospects, pipelines, activities, opportunities, calendars, and sales forecasts.

Fidelio Sales by Customer Interface
Back Orders Interface
Transaction history interface

Enhance Customer Engagement with a Unified CRM Solution

Our CRM platform helps marketing, sales, and customer service teams access customer and prospect data easily. This allows for improved follow-up and engagement.

Streamline Planning, Execution, and Analyzing of Your Prospecting Campaigns

With all data centralized in our CRM, precisely target the most relevant offers to each individual at optimal times.

Accurately Foresee Sales Opportunities

Leverage CRM data to establish achievable goals aligned with your pipeline insights.

Factory worker with box

Top-Picked Features by Our Clients

  • Activities

  • Icons

    Contacts

  • Icons

    Mobile order taking by the sales representative

  • Icons

    Opportunities and bids

  • Icons

    Prospecting campaigns

  • Icons

    Reminder calendar

CRM: Frequently Asked Questions

Answers to the questions we most often receive from sales teams looking to better track their deals, structure their prospecting activities and centralize their interactions with customers and prospects.

01.

How does CRM help sales teams?

CRM allows you to centralize customer and prospect information and track deals, tasks, activities and stages of the sales process. Teams therefore have better visibility into their sales activities and forecasts.

02.

How does Fidelio ERP improve the tracking of deals and quotes?

Fidelio allows you to track deals, quotes, current orders, tasks and customer communication history in the same environment. Teams can therefore better structure their sales process and track the progress of their deals.

03.

Can Fidelio ERP help sales teams better plan their prospecting activities?

Yes. Fidelio centralizes CRM data and allows teams to manage their prospects, tasks, deals and prospecting activities. They can therefore better organize their actions and close more deals.

04.

What benefits does Fidelio ERP’s integrated CRM offer for managing interactions with customers and prospects?

The integrated CRM allows marketing, sales and customer service teams to access the same customer and prospect data. This centralization makes it easier to track interactions, improves coordination between teams and promotes better customer engagement.

See How Our Customers Use Fidelio to Grow

Take a tour of our testimonials. They all showcase the real-world success stories and experiences of businesses that have transformed their operations with our powerful and user-friendly solutions.

See all success stories
François Lord

CEO

PR Distribution | AD Member

With Fidelio, we doubled our revenue without hiring new customer service staff.

Hugues Dumont

Co-Owner

Baron Tools Montreal

Every business function has its own dashboard of KPIs (Key Performance Indicators). Anybody walking into their department can see their key indicators immediately. The indicators are easy to customize. We do it ourselves, which is great.

Stéphane Harvey

Director of Finance and IT

Isolofoam Group

We first onboarded one customer, which worked really well due to the great work of your team. So we decided to integrate all our customers.

Unveil Tailored Solutions

Experience a world of possibilities with Fidelio ERP. Check out a personalized demo and witness firsthand how our intuitive software can elevate your organization's potential.
business man with laptop