---
title: 5 Important CRM Features You Can't Live Without
description: CRM features for inventory control and order management that you can't live without! Find out the top 5 features for Leads, Quotes, Sales, & Invoices.
image: https://info.ordertime.com/hubfs/1-MAIN.jpg
---

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# 5 Important CRM Features You Can't Live Without

[Inventory Control](https://info.ordertime.com/blog/tag/inventory-control), [Order Management](https://info.ordertime.com/blog/tag/order-management), [Sales Order](https://info.ordertime.com/blog/tag/sales-order), [Lot Number](https://info.ordertime.com/blog/tag/lot-number), [Serial Number](https://info.ordertime.com/blog/tag/serial-number), [manufacturing](https://info.ordertime.com/blog/tag/manufacturing), [Inventory Software](https://info.ordertime.com/blog/tag/inventory-software), [Customer Relations Management](https://info.ordertime.com/blog/tag/customer-relations-management), [CRM](https://info.ordertime.com/blog/tag/crm), [QuickBooks Online](https://info.ordertime.com/blog/tag/quickbooks-online), [Ecommerce](https://info.ordertime.com/blog/tag/ecommerce), [Wholesale](https://info.ordertime.com/blog/tag/wholesale), [manufacturer](https://info.ordertime.com/blog/tag/manufacturer), [serial-number-tracking](https://info.ordertime.com/blog/tag/serial-number-tracking), [lot-number-tracking](https://info.ordertime.com/blog/tag/lot-number-tracking), [inventory-management-2021](https://info.ordertime.com/blog/tag/inventory-management-2021), [2021 inventory control](https://info.ordertime.com/blog/tag/2021-inventory-control), [2021 order management](https://info.ordertime.com/blog/tag/2021-order-management), [Inventory Sales Tips 2021](https://info.ordertime.com/blog/tag/inventory-sales-tips-2021), [Automated Inventory](https://info.ordertime.com/blog/tag/automated-inventory), [CRM Features](https://info.ordertime.com/blog/tag/crm-features), [Leads](https://info.ordertime.com/blog/tag/leads), [QuickBooks CRM Features](https://info.ordertime.com/blog/tag/quickbooks-crm-features), [CRM Features for Inventory Control](https://info.ordertime.com/blog/tag/crm-features-for-inventory-control), [Quotes](https://info.ordertime.com/blog/tag/quotes), [Invoice](https://info.ordertime.com/blog/tag/invoice), [Sales](https://info.ordertime.com/blog/tag/sales)

 07 September, 2021

Whether your business is big or small, client relations are of the utmost importance to ensure smooth product delivery, satisfied customers, and continued business. Utilizing an automated customer relations management database can make the entire process seamless from generating leads to happy customers. 

 

Lucky for you, Order Time’s cloud-based inventory management system handles all CRM features you need in one place! Here are 5 of our top-rated CRM features that can help your business thrive.

---

Managing Leads

 

As with any business, the end goal is revenue. To get there, it is crucial to install a well-organized sales structure that can facilitate leads throughout the entire [sales cycle](https://help.ordertime.com/help/work-flows-sales-cycle). ![QuickBooks CRM Managing Leads](https://info.ordertime.com/hs-fs/hubfs/5-B.jpg?width=512&name=5-B.jpg)

 

When individuals and businesses begin to show interest in purchasing from you, a [lead](https://help.ordertime.com/help/generate-leads) is generated. These can be categorized by status, such as hot or cold. With our CRM platform, you can easily add, edit, and track leads as they move throughout the cycle and transform from leads to purchasing customers. 

 

Our database has the tools you need to monitor progress, file documents, and communicate with leads within one place to ensure a smooth process. Keeping organized and all-important lead data filed accordingly will make for a fast sales cycle, saving you both precious time and money.

 

Managing Quotes

Moving from leads, Order Time makes it easy to generate [quotes](https://help.ordertime.com/help/generate-a-quote) that specify the goods or services being offered to the buyer as well as price and conditions. It is crucial to manage quotes as they are eventually converted to sales orders. 

A key CRM feature is the ability to set specific [statuses](https://help.ordertime.com/help/document-status) to leads, customize to your business’ workflow, and efficiently communicate your staffs’ progress. Order Time also can easily convert quotes into sales orders once approved by the customer, or if the customer has already bought from you, you can directly generate a sales order.![QuickBooks CRM Managing Quotes](https://info.ordertime.com/hs-fs/hubfs/2-B.jpg?width=600&name=2-B.jpg)

 

Calendar & Alerts

![QuickBooks CRM Alerts & Calendar](https://info.ordertime.com/hs-fs/hubfs/4-B.jpg?width=399&name=4-B.jpg)To keep track of all client-related activities, we recommend using our Calendar and [Alert](https://help.ordertime.com/help/alerts) features. Order Time allows you to schedule activities, support users in tracking assignments, and set alerts accordingly.

 

You can also use [Tasks](https://help.ordertime.com/help/draft---activities-event-and-task) to remind sales reps, staff, and customers of upcoming dates and deadlines. Tasks are activities that include a due date and alarm, which can be kept ether open or closed within Order Time. Keep your calendar orderly to ensure a seamless sales cycle from start to finish, leaving both you and your customers happy.

 

 

Email Sending & Custom Email Templates

![QuickBooks CRM Email Templates](https://info.ordertime.com/hs-fs/hubfs/3-B.jpg?width=406&name=3-B.jpg)

Our CRM functionality enables you to customize [email templates](https://help.ordertime.com/help/email-templates) for all your business’ needs. Easily clone, edit, and send personalized emails to all customers with the click of a button. 

Order Time gives you the ability to select which details you want to include in the [email](https://help.ordertime.com/help/managing-events-and-tasks-from-a-details-page) templates as well the ability to easily compose tasks, transactions, correspondences, and any other daily needs. Add and edit logs to record movements, actions, and communications that are relevant to the customer’s record.

 

Activity Tracking/Reporting

As with any client-relationship management system, it is crucial to document any actions users may take to stay up to date on relevant changes, edits, and new moves. Like we mentioned in our task feature, Order Time simplifies [activity tracking](https://help.ordertime.com/help/activities-activities) and reporting.

 

Activities are assigned to a specific user, including a subject and closed date.  Order Time gives you the ability to create four different [activity types](https://help.ordertime.com/help/activity-type) which tells the system the exact characteristics being referenced. Tasks include a due date and alarm, while events specify start and end dates. Logs are a closed activity when created that list movements, actions, and relevant communications. You can also use an email activity type which is created when an email is sent from Order Time. ![QuickBooks CRM Activity Tracking and Reporting](https://info.ordertime.com/hs-fs/hubfs/6-B.jpg?width=668&name=6-B.jpg)

Order Time makes it easy to transform this data into actionable next steps with our vast [reporting](https://help.ordertime.com/help/creating-reports) features. Seamlessly customize reports specific to your business’ needs, including sales order reports, purchasing, and more.

 

What Now?

Order Time includes all the CRM tools you need and more. Help your business flourish and learn more about Order Time’s large feature selection here by clicking [here](https://www.ordertime.com/features/).

Love everything you’ve read? Order Time offers all types of advantages for your sales team!

Sign up for a [one-on-one meeting ](https://info.ordertime.com/webinar-registration)to get all your questions and concerns answered, or check out our detailed [video tutorials](https://help.ordertime.com/help/videos)<https://help.ordertime.com/help/videos>and [knowledge base](https://help.ordertime.com/help). Order Time is constantly updating, so check out the [latest release notes](https://help.ordertime.com/help/release-notes). 

Feel free to call our sales representatives, 1-866-278-6243, dial 1 for Sales or visit our [website](https://ordertime.com/) for more details!

 

---

| ##### We're always adding new Features, so if you have one you can't live without, let us know using the **[Contact Us Form](https://info.ordertime.com/contact-us)**. ##### For more information check out our **[Order Time Cheat Sheet](https://info.ordertime.com/frequently-asked-questions)**. If you have a specific query, head on over to our **[Knowledge base](https://help.ordertime.com)**.   |
| --- |

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Looking into using QuickBooks Online, want a discount? [Click here!](https://info.ordertime.com/quickbooks)

Are you a current All Orders Customer looking to convert to Order Time inventory?  
[Find out why it's time to migrate into the cloud.](https://info.ordertime.com/all-orders)

 

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### [More abou](https://info.ordertime.com/inventory)[t Inventory](https://info.ordertime.com/inventory)[ Control](https://info.ordertime.com/inventory)

### [More about Manufacturing](https://info.ordertime.com/manufacturing)

### [More about Integrations and EDI](https://help.ordertime.com/help/integrations)

### [MORE BARCODE INVENTORY SYSTEMS](https://info.ordertime.com/simple-barcode-inventory-system-for-small-business-quickbooks-order-time-inventory)

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- [Inventory Forum (1)](https://info.ordertime.com/blog/tag/inventory-forum)
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- [Invoice (1)](https://info.ordertime.com/blog/tag/invoice)
- [Ireland (1)](https://info.ordertime.com/blog/tag/ireland)
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- [LOCATE Inventory Xero Acquisition (1)](https://info.ordertime.com/blog/tag/locate-inventory-xero-acquisition)
- [Labor (1)](https://info.ordertime.com/blog/tag/labor)
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- [Leads (1)](https://info.ordertime.com/blog/tag/leads)
- [List of Inventory Reports (1)](https://info.ordertime.com/blog/tag/list-of-inventory-reports)
- [Local Distribution (1)](https://info.ordertime.com/blog/tag/local-distribution)
- [Location Distribution (1)](https://info.ordertime.com/blog/tag/location-distribution)
- [MTO (1)](https://info.ordertime.com/blog/tag/mto)
- [MTS (1)](https://info.ordertime.com/blog/tag/mts)
- [Magento (1)](https://info.ordertime.com/blog/tag/magento)
- [Medical (1)](https://info.ordertime.com/blog/tag/medical)
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- [Multi-Warehouse Distribution (1)](https://info.ordertime.com/blog/tag/multi-warehouse-distribution)
- [Multi-channel Integration (1)](https://info.ordertime.com/blog/tag/multi-channel-integration)
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- [Natural Disaster (1)](https://info.ordertime.com/blog/tag/natural-disaster)
- [NumberCruncher (1)](https://info.ordertime.com/blog/tag/numbercruncher)
- [On-Demand (1)](https://info.ordertime.com/blog/tag/on-demand)
- [Order Time Inventory Rentals (1)](https://info.ordertime.com/blog/tag/order-time-inventory-rentals)
- [Packaging (1)](https://info.ordertime.com/blog/tag/packaging)
- [Payouts (1)](https://info.ordertime.com/blog/tag/payouts)
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- [Pricing (1)](https://info.ordertime.com/blog/tag/pricing)
- [Q&A (1)](https://info.ordertime.com/blog/tag/qa)
- [QBC 2022 (1)](https://info.ordertime.com/blog/tag/qbc-2022)
- [QuickBooks 2022 (1)](https://info.ordertime.com/blog/tag/quickbooks-2022)
- [QuickBooks CRM Features (1)](https://info.ordertime.com/blog/tag/quickbooks-crm-features)
- [QuickBooks Connect 2018 (1)](https://info.ordertime.com/blog/tag/quickbooks-connect-2018)
- [QuickBooks Enterprise 2022 (1)](https://info.ordertime.com/blog/tag/quickbooks-enterprise-2022)
- [QuickBooks Plus 2022 (1)](https://info.ordertime.com/blog/tag/quickbooks-plus-2022)
- [QuickBooks Premier 2022 (1)](https://info.ordertime.com/blog/tag/quickbooks-premier-2022)
- [QuickBooks with Order Time (1)](https://info.ordertime.com/blog/tag/quickbooks-with-order-time)
- [Quote (1)](https://info.ordertime.com/blog/tag/quote)
- [Quotes (1)](https://info.ordertime.com/blog/tag/quotes)
- [REST (1)](https://info.ordertime.com/blog/tag/rest)
- [RESTful (1)](https://info.ordertime.com/blog/tag/restful)
- [Ransomware (1)](https://info.ordertime.com/blog/tag/ransomware)
- [Ransomware Attack (1)](https://info.ordertime.com/blog/tag/ransomware-attack)
- [Ransomware Attack 2021 (1)](https://info.ordertime.com/blog/tag/ransomware-attack-2021)
- [Real-time updates (1)](https://info.ordertime.com/blog/tag/real-time-updates)
- [Regulation (1)](https://info.ordertime.com/blog/tag/regulation)
- [Remote access (1)](https://info.ordertime.com/blog/tag/remote-access)
- [Rental Equipment (1)](https://info.ordertime.com/blog/tag/rental-equipment)
- [Routes (1)](https://info.ordertime.com/blog/tag/routes)
- [SPS Commerce (1)](https://info.ordertime.com/blog/tag/sps-commerce)
- [Sales (1)](https://info.ordertime.com/blog/tag/sales)
- [Sales Cycle (1)](https://info.ordertime.com/blog/tag/sales-cycle)
- [Sales Order Allocation (1)](https://info.ordertime.com/blog/tag/sales-order-allocation)
- [Sales Reports (1)](https://info.ordertime.com/blog/tag/sales-reports)
- [Sales Reps (1)](https://info.ordertime.com/blog/tag/sales-reps)
- [Sales Workflow (1)](https://info.ordertime.com/blog/tag/sales-workflow)
- [Scaling New Heights 2024 (1)](https://info.ordertime.com/blog/tag/scaling-new-heights-2024)
- [Seller Central (1)](https://info.ordertime.com/blog/tag/seller-central)
- [SellerCentral (1)](https://info.ordertime.com/blog/tag/sellercentral)
- [Selling on Amazon (1)](https://info.ordertime.com/blog/tag/selling-on-amazon)
- [Sending Inventory on Consignment (1)](https://info.ordertime.com/blog/tag/sending-inventory-on-consignment)
- [Shopify (1)](https://info.ordertime.com/blog/tag/shopify)
- [Small Business Inventory (1)](https://info.ordertime.com/blog/tag/small-business-inventory)
- [Small Business Price (1)](https://info.ordertime.com/blog/tag/small-business-price)
- [Snap Store (1)](https://info.ordertime.com/blog/tag/snap-store)
- [Social Commerce (1)](https://info.ordertime.com/blog/tag/social-commerce)
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- [Software Transition (1)](https://info.ordertime.com/blog/tag/software-transition)
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- [barcode inventory system app (1)](https://info.ordertime.com/blog/tag/barcode-inventory-system-app)
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- [barcoding (1)](https://info.ordertime.com/blog/tag/barcoding)
- [better serial number tracking (1)](https://info.ordertime.com/blog/tag/better-serial-number-tracking)
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- [holiday inventory (1)](https://info.ordertime.com/blog/tag/holiday-inventory)
- [holiday season (1)](https://info.ordertime.com/blog/tag/holiday-season)
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- [how to create an inventory spreadsheet (1)](https://info.ordertime.com/blog/tag/how-to-create-an-inventory-spreadsheet)
- [how to implement a barcode system for inventory (1)](https://info.ordertime.com/blog/tag/how-to-implement-a-barcode-system-for-inventory)
- [inflation (1)](https://info.ordertime.com/blog/tag/inflation)
- [inventory ledgers (1)](https://info.ordertime.com/blog/tag/inventory-ledgers)
- [inventory management system excel (1)](https://info.ordertime.com/blog/tag/inventory-management-system-excel)
- [inventory valuation (1)](https://info.ordertime.com/blog/tag/inventory-valuation)
- [item-aliases (1)](https://info.ordertime.com/blog/tag/item-aliases)
- [leaflink (1)](https://info.ordertime.com/blog/tag/leaflink)
- [make to order (1)](https://info.ordertime.com/blog/tag/make-to-order)
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- [make to stock (1)](https://info.ordertime.com/blog/tag/make-to-stock)
- [make to stock manufacturing (1)](https://info.ordertime.com/blog/tag/make-to-stock-manufacturing)
- [manufacturing SKU (1)](https://info.ordertime.com/blog/tag/manufacturing-sku)
- [med-tech (1)](https://info.ordertime.com/blog/tag/med-tech)
- [part numbers (1)](https://info.ordertime.com/blog/tag/part-numbers)
- [payment gateway (1)](https://info.ordertime.com/blog/tag/payment-gateway)
- [payment request (1)](https://info.ordertime.com/blog/tag/payment-request)
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- [product warranties (1)](https://info.ordertime.com/blog/tag/product-warranties)
- [quickbooks-lot-number-inventory-report (1)](https://info.ordertime.com/blog/tag/quickbooks-lot-number-inventory-report)
- [quickbooks-serial-number-inventory-report (1)](https://info.ordertime.com/blog/tag/quickbooks-serial-number-inventory-report)
- [rentals (1)](https://info.ordertime.com/blog/tag/rentals)
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- [retail (1)](https://info.ordertime.com/blog/tag/retail)
- [security (1)](https://info.ordertime.com/blog/tag/security)
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- [styles (1)](https://info.ordertime.com/blog/tag/styles)
- [upcoming-trends-inventory-management (1)](https://info.ordertime.com/blog/tag/upcoming-trends-inventory-management)
- [vendor-part-numbers (1)](https://info.ordertime.com/blog/tag/vendor-part-numbers)
- [wayfair (1)](https://info.ordertime.com/blog/tag/wayfair)

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