DMSi CRM+ vs Heritage Plus

DMSi CRM+ application designed specifically for the Building Materials Industry. The mobile app is an extension of our leading web-based CRM. Whether you are a one or two step distributor or a pro dealer, DMSi CRM+ is designed for you. Our product will work with any backend enterprise resource planning (ERP) software to arm your sales team with the information they need to better serve your customers. Features: - Manage your territory with our advanced calendar functionality that integrates directly with Microsoft Exchange - Track new business using our pipeline to give your team a true picture of what they need to meet their sales goals - Use Voice-to-Text to easily add comments to your appointments and tasks throughout the day ensuring you don’t forget a promise you made - See valuable information regarding your accounts and contacts with key information from your ERP - Use the mobile configuration within your web application to tailor the app to meet the needs of your business - Add custom fields and data to your DMSi CRM+ and instantly display them within the app Subscription Details: - DMSi CRM+ is a subscription based product - You will not be able to use the application if you do not have a valid subscription for the web version of DMSi CRM+

Your time matters! That’s why Heritage+ comes packed with easy-to-use buying & account management tools that help you manage your Heritage account 24/7 from ANYWHERE. Heritage+ has a full suite of useful tools to help you operate your business more efficiently which increases your bottom line. Take Advantage of our Exciting Features: • Filter by what’s currently in stock at your Heritage branch • Find products reliably & fast • Real-time pricing & availability across all your Heritage branches • Shopping lists to manage frequently purchased items • Recently Purchased shopping lists • Real-time Order Notifications (text, email or push) • Account Dashboard • Customizable User Roles & Permissions • Purchase History • Account Statement