CRM

Customer relationship management embedded directly in your Microsoft Dynamics GP ERP — unified data, no duplicate entry, no separate subscription.

Unified customer data view in Centerprism ERP
CRM Built Into Your ERP

One system. Complete customer visibility.

Most distributors run a separate CRM alongside their ERP — which means duplicate data entry, disconnected customer history, and lost context at the point of sale. Centerprism eliminates that problem by embedding CRM functionality directly in Microsoft Dynamics GP. Your sales team sees the full customer picture — order history, account notes, collection status, and upcoming tasks — from the same screen they use to enter orders. This integration is also the foundation of the Automated AR Collections workflow, where CRM notes, callback alerts, and collector assignments work together to resolve past-due invoices faster.

Related Modules

Sales management ERP pipeline

Sales Management

Customer portal, AR receipts, commissions, and Prism Configurator.

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Customer account pricing history

Pricing Management

Margin-protective pricing rules built for complex distributor pricing.

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Team collaboration on customer service issue

Point of Sale

Mobile-ready retail POS linked to your ERP inventory.

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See how CRM built into ERP changes everything