Antera’s CRM brings your customer relationships, sales activity, opportunities, communications, and order history together in one connected platform. Give your sales team the information they need to stay organized, follow up consistently, and turn more prospects into long-term customers.
Because CRM is connected directly to the rest of Advance, your team doesn’t have to manage customer information in one system and orders in another. Sales activity can flow naturally from lead to opportunity to quote to order, giving everyone greater visibility throughout the customer lifecycle.
Keep Every Customer Relationship Connected
Maintain customer and prospect information in one centralized location. Give your team quick access to contacts, account details, activities, notes, opportunities, quotes, orders, and other important information without searching through disconnected systems.
With a complete view of the relationship, salespeople can better understand each customer, prepare for conversations, and provide a more informed customer experience.
Manage Leads and Sales Activity
Capture prospects and keep sales activity organized from the first interaction. Track calls, emails, notes, tasks, and follow-ups so important conversations and next steps don't get lost.
Sales representatives can stay focused on the activities that move relationships forward while managers gain greater visibility into sales activity across the organization.
Turn Opportunities Into Revenue
Manage potential business through clearly defined pipeline stages. Track opportunity value, expected close dates, sales progress, and other important details so your team always knows what is in the pipeline and what needs attention.
Better opportunity visibility also gives management a clearer picture of potential future revenue and helps sales teams prioritize the opportunities most likely to move forward.
Stay on Top of Every Follow-Up
Keep tasks, reminders, activities, and customer interactions connected to the account. Give salespeople a clear picture of what has happened, what needs to happen next, and when action is required.
Instead of relying on personal spreadsheets, inboxes, or memory, your team can build a more consistent and repeatable sales process.
Quote Without Starting Over
When an opportunity is ready to move forward, create quotes using customer and sales information already captured in Antera. Bring products, pricing, decoration details, freight, margins, and other information together to build professional customer-ready quotes.
As the sale progresses, information can continue through the order process, reducing duplicate entry and helping eliminate errors caused by repeatedly entering the same information.
See the Complete Customer Journey
Because CRM is part of the same platform that manages your operational workflows, the relationship doesn't disappear after the sale.
Your team can maintain visibility as the customer moves through:
Lead → Opportunity → Quote → Order → Production → Fulfillment → Invoice → Repeat Business
Salespeople can understand what customers have purchased, what's currently in progress, and where future opportunities may exist.
Give Sales Managers Better Visibility
Provide management with greater insight into pipeline activity, opportunities, expected close dates, sales performance, and customer activity. Instead of assembling information from individual salespeople and spreadsheets, managers have centralized data to help identify opportunities, monitor progress, and make better decisions.
Key CRM Benefits
✓ Centralized Customer Information — Keep contacts, activities, opportunities, quotes, and customer history connected.
✓ Lead Management — Organize prospects and keep potential business moving forward.
✓ Opportunity Management — Track pipeline stages, potential revenue, forecasts, and expected close dates.
✓ Activities & Follow-Ups — Manage calls, tasks, notes, reminders, and customer interactions.
✓ Connected Quoting — Move opportunities into professional quotes without rebuilding customer information.
✓ Complete Customer Visibility — Give sales and service teams a more complete picture of each relationship.
✓ Sales Pipeline Visibility — Help salespeople and managers understand what's coming and what needs attention.
✓ Connected ERP Workflow — Carry customer information beyond CRM and into orders, production, fulfillment, invoicing, and future sales activity.
From the first conversation to the next order, Antera keeps your customers, sales team, and operations connected.