Integrated CRM in SAP Business One

Strong customer loyalty with SAP Business One: CRM and ERP perfectly combined

Strong customer relationships are the foundation for sustainable success – especially for small and medium-sized PursueWith SAP Business One, you rely on a CRM solution that is fully integrated with your ERP system and brings together all customer-related processes in one place: from the first contact to a long-term partnership.

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Everything in view – for sales, marketing and service
The integrated CRM supports your teams in specifically tracking sales opportunities, creating quotes, processing orders, and efficiently answering customer inquiries – in a structured, transparent, and always up-to-date manner.

React faster – communicate better
All information about customers, contacts, activities, and open cases is available centrally. This allows you to make informed decisions, communicate more effectively, and noticeably increase customer satisfaction.

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Always with you – even on the go
Whether at work or in the field, your employees have access to current customer data at any time. Quotations can be created directly on-site, inventory levels checked, and delivery dates communicated – quickly, intuitively, and directly linked to your ERP.

Individually adapted – made for your sales
As an experienced SAP partner, we support you from implementation to daily use. We tailor CRM precisely to your processes, provide practical training for your teams, and ensure that your customer management becomes not only more digital—but also more successful.

Contact us – together we will make your customer relationships future-proof.

Your benefits with SAP Business One in purchasing – at a glance

Central customer management & cross-departmental use

All customer, contact, and order data is available centrally—up-to-date at all times, for sales, marketing, service, or management. Thanks to integration with shipping providers, your customers automatically receive notifications about the status of their orders.

Mobile working & real-time opportunity management

Your sales team has access to important information such as opportunities, orders, outstanding balances, and credit limits at any time—even on the go. This allows them to create quotes, make decisions, and initiate next steps directly during customer meetings—quickly, reliably, and professionally.

Integrated communication & simple quotation processes

With our mailer app and predefined templates, you can create and send offers and order confirmations directly from the system.

Intuitive user interface & easy operation

The SAP Business One interface is clearly laid out and user-friendly, so your employees will quickly find their way around – even without an IT background.

Flexibly expandable & cloud-enabled

The CRM functions can be customized and expanded cost-effectively – ideal for growing companies.

Structured processes & better decisions

Centralized data, automated processes, and integrated analytics give you greater transparency, save time, and help you make informed decisions—from lead nurturing to customer retention.

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How CRM works with SAP Business One

With the integrated CRM in SAP Business One, you can keep an eye on your customer relationships at all times – from the first contact to after-sales service.

Whether it's lead nurturing, offer tracking, or complaint processing: All relevant information, activities, and sales opportunities are stored centrally in the system and can be easily managed – at the workplace or on the move in the field.

In the next section, we will show you how typical CRM processes are mapped digitally and practically in SAP Business One.

Lead & opportunity management

Track your leads throughout the entire sales cycle: from initial contact through qualification to closing. Each opportunity can be tagged with source, potential, competitors, activities, and closing probability—including automatic reminders and task management.

Business partner & customer management

In the Business Partner module, you manage all contacts, addresses, customer profiles, and financial and logistics data. Emails, calls, tasks, and notes can be directly assigned to the respective customer—so all communication and history is visible at any time.

Sales processes & quotation management

Create a quote directly from the opportunity, convert it to an order upon acceptance, schedule delivery, and automatically generate the invoice. SAP Business One supports you with an integrated quote and order workflow.

Marketing & campaign management

Plan and manage marketing campaigns using campaign features in CRM. Segment target groups, create email campaigns, and analyze responses – directly within the system, without external tools.

Activities & Calendar

Link activities like calls, visits, or tasks to customers or leads. An integrated calendar provides a clear overview, so you won't miss any follow-up or feedback.

Reporting & KPIs

Use dashboards and predefined reports to analyze sales figures, trends, and customer behavior. The integrated Sales widget provides you with real-time metrics – right on your home screen.

Mobile app & web access

With the Web Client Sales teams can access customer data, quotes, and orders anytime, anywhere. Quotes and activities can be captured and maintained directly on the go, ensuring no important information is lost. Thanks to integrated dashboards and reports, employees always have their sales targets and revenue in view and can respond more quickly to customer needs. This makes day-to-day sales operations more efficient and transparent.

Service module & support management

Manage customer inquiries and service contracts centrally in SAP Business One. Each service case can be assigned to a customer, product, and/or serial number – including description, priority, status, and history of all actions. Automatically create service orders, schedule assignments, and track SLA times. Reduce response times with an integrated knowledge database.

Integration with purchasing, warehouse & financial accounting

The CRM module is fully integrated with other areas of SAP Business One. This allows you to access inventory levels for quotes, create purchase requisitions or purchase orders as needed, or keep track of open items in accounting.

The CRM software for all industries

SAP Business One offers a flexible CRM system that can be seamlessly adapted to the requirements of a wide range of industries. Whether project-based, sales-oriented, or service-driven, the solution grows with you and supports your processes centrally and efficiently.

Thanks to its open structure and deep ERP integration, SAP Business One becomes a CRM platform that is precisely tailored to your industry – standardized but customizable.

automobile

Customer service, after-sales, dealer support

IT & Software

License management, project management, support

Consulting & Services

B2B sales, maintenance, service processes

Trade & Industry

Customer histories, offer tracking, bonus models

Associations

Member, contract and claims management

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Detailed training

We get your team ready because our training programs are practical, proven, and efficient.

To ensure efficient use of SAP Business One in purchasing, you need not only the right solution, but also well-trained users. This is precisely where our practical Training to.

We provide the necessary know-how for a safe handling of the system – from the basics to material planning, order processing or invoice verification.

Whether beginner or advanced: Our training courses adapt to your team.

To make it easier for you to use SAP Business One, we offer free training materials.

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