Contact Management

Contact Management

Complete solution for customer, prospect and supplier management.

  • Outlook Integration (Email and Calendar)
  • Full customer overview, including full trading history, financials and statements
  • Manage and report on your sales pipeline in real-time.
  • Log calls, record meeting notes and schedule follow-up calls and future appointments with reminder alerts
  • Generate on screen campaign lists based on a series of criteria i.e. location, salesman, business type etc.


Explore Merlin Modules

Contact Management (CRM)

Alongside everything you would expect of a comprehensive CRM, saving unlimited contacts against company records with detailed information of both the contact and the company; Merlin gives you the ability to drill down to detail in other areas of the system directly from a customer or contact record – with a dynamic menu giving you the options your likely to need next, given the information you have on screen.

Sales pipeline

Manage and report on your sales pipeline in real-time. Allow your sales representative to log potential orders against contacts within Call Management and indicate an estimated close date, order value, potential margin and the stage the sale is currently at; giving you full visibility of what orders are likely to come in and when.

Campaign Management

Create customised lists of prospects, customers or suppliers based on a series of criteria i.e. location, contact or historical sales/purchase data and assign it to one or multiple operators, which can be used for Telemarketing and Mailing campaigns. Campaign lists can also be exported to be used with 3rd party packages i.e. bulk email software such as MailChimp and eMarketing Manager for example.

Outlook Integration

Save incoming and outgoing emails in Outlook (2007 and 2010) directly to a contacts notes within Merlin by automatically matching by email address and sync all appointments within Merlin to your Outlook calendar.

Automatically associated with customer accounts by barcode when scanned, these can then be emailed or faxed directly to your customers from within.

Call Management

Schedule appointments with a client and have this automatically populate your operators diary, allowing them to quickly see all appointments scheduled either for the next month, week, a day or a given date range.

Call Management is ideal for Salesmen visiting customers, Telesales operators scheduling and following up calls and even for your accounts team chasing account payments and your Purchasing team chasing deliveries.

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Customer testimonials:

How has Merlin helped your business to operate and grow?
How it has helped us to operate and grow has been immense and Merlin has contributed to a 20% growth year on year for us.
What are the key features for Cash and Carries?
One of the key features of a cash and carry in this industry is the ability to do sales at the front using checkout and customers moving on from the checkout and going to a cash office to pay. That requires specific configuration which is very different from a lot of the other customers in the wholesale industry. Cash and carries require a very typical set up similar to a retail environment, where customers pick their items off the shelf and walk to the checkout, it is scanned by a user, and the customer then goes and pays. Merlin offers all the functionality for us to do exactly that. Merlin has as of late done a lot of development work for us to bring it right up there with the best packages that are out there on the EPOS front to be able to control case and trolley count, which is key to security in this environment…Also a key feature of this industry is the variety of special offers which includes multi deal discounts.
What is your favourite feature?
My favourite feature of Merlin is the Control Codes together then with a wealth of different functionalities that has been added over the last few years. Control codes give Merlin the configurability that we as a business need to tailor it to suit our business.
Tobie de VosHead of Finance, SK Cash & Carry