Call Management

Call Management Module

Work smarter with the Call Management module from Merlin. Working with the Merlin CRM this tool is ideal:

  • Automatically populate the users diary
  • Quickly see scheduled appointments.


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Call Management Module

Working with the Merlin Contact Management (CRM) Module this is a great tool for working smarter in a proactive sales force. Schedule appointments with Customers, Prospects and Suppliers and have Merlin automatically populate your operator’s calendars. This allows them to quickly view all appointments scheduled for the next month, week, day or given date range (depending on what the user has selected).

Also works within the Accounts team when chasing 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