Marketing Management

Data-driven marketing communications

  • Target customers based on sales activity
  • Create letters, emails and personalised marketing materials
  • Track conversion rates and campaign performance
  • Record and share marketing history
  • Generate sales opportunities and schedule follow-up calls

Sales Management

Streamlined sales processes

  • Centralise customer contact information, creating a sales pipeline and call-lists
  • Create projects to manage quotes, forecasts, orders, deliveries and invoices
  • Generate quotes using flexible price calculators, discounts and template documents
  • Plan manufacturing and stock holding based on orders
  • Analyse customer, order and product profitability

Purchasing Management

Efficient supplier relationships

  • Record supplier details, products and real delivery lead-times
  • Identify supplier strengths and weaknesses, and create best-price comparisons
  • Link into sales forecasts and stock levels to prompt re-orders
  • Work with multi-currencies, split deliveries or multiple delivery addresses
  • Copy template forms for rapid entry

Manufacturing Management

Controlled manufacturing processes

  • Use production schedules to plan labour and machinery loading
  • Easily identify stock issues to trigger re-orders
  • Manage sub-contractors and sub-assemblies
  • Built-in quality testing controls
  • Integrate with quote system to recover overheads & maintain margins

Service Management

Co-ordinated customer service

  • Schedule and record service calls
  • Assign service visits and manage engineer schedules
  • Use service and parts history to help engineers improve first time fix rates
  • Manage warranties, parts and customer equipment
  • Ensure service staff have replenished parts and van stock in the right location

Stock Control

Perfectly managed stock

  • Record detailed part information including weight, dimensions, category, suppliers and prices
  • Flexible options for currency conversion and holding stock in different units while purchasing or selling in another
  • Display current stock levels, items on order and stock allocated to sales orders
  • Analyse stock turn to maximise cost-effective stock holding
  • Easily manage goods received & despatched

Reporting Module

Easy-to-use performance reporting

  • Generate daily task and call lists for open projects
  • Analyse trends in sales orders, conversion rates and campaign effectiveness
  • Monitor and compare supplier performance
  • Get continuous updates on stock levels linked to sales
  • All reports can be user defined to filter and display only the information you need


Flexible and convenient software training

  • Created for small businesses to avoid staff spending time away from the office
  • Accessed on-line via secure login at any time of day
  • Individual training on MODUS IT astute and Microsoft Office
  • Ideal for initial training, refresher courses, or day-to-day support
  • Tracked by a Learning Management System with monthly management reporting