Steersman sales management and CRM

Stay connected with your customer base with Steersman’s fully integrated prospecting and relationship management tools.

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Pipeline automation

Set up custom rules specific to your operation to control the flow of all sales outreach efforts. Enable task reminders on orders, products, and other records for upselling and continuous improvement efforts.

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Integrated customer communications

Automatically record all email threads and notes directly in a customer’s account to easily find details later and enable anyone to take over the conversation or jump in and help without missing a beat.

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Current inventory data access

Close deals fast with one-click quotes! Generate quotations and easily convert quotes into sales with centralized inventory data that lets your team know exactly what’s on hand at all times.

Steersman has been supporting our online store, order management system, and office network for a few years. They do a good job for us and respond quickly if issues arise. We had a couple server meltdowns over the years, and somebody was always here same-day, helping recover data and get us back to work. They are also helping us setup an ERP system and a new ecommerce store, which is taking some time but going well. Their ecommerce expertise and quality standards are very high, so I am confident that I can always rely on Steersman’s staff for web and IT work.

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Kenneth Adamson
Legion Safety

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Real-time status reports

Design custom dashboards to get a complete picture of your operation at a glance.

  • View your team’s performance
  • Compare progress to monthly targets
  • Provide timely assistance
Explore Reporting
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Internal messaging tool

Facilitate collaboration and deliver superior customer service with Odoo’s real-time integrated messaging tool, which makes sure your team gets the help they need the moment they need it.

Never miss another opportunity

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Better CRM with Odoo

Never miss another meeting or sales opportunity again with Steersman’s CRM. We took Odoo’s powerful CRM app and added valuable improvements to boost the efficacy of your sales team.

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Smooth Customer Handover

Ensure that anyone from your sales team can jump in and help by maintaining all customer communication in one place, including email chains, manual notes and special customer requests.

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Informed Team Management

Arm management with complete insight of the team’s activities. Management can easily create and share reports ensuring timely support and improving team accountability.

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