PM-RECORD CRM

PM-RECORD CRM is an on-premise customer relationship management solution developed by Pro Management Software, designed to manage relationship data and support detailed reporting for businesses requiring robust client tracking and data synchronization. The platform is particularly suited for organizations that already use PM Online, as it allows continuous updates of relationships, contact persons, and addresses between PM Record and PM CRM, ensuring data consistency and accuracy without duplicative imports. PM-RECORD CRM integrates seamlessly through a structured setup process involving PM TokenManager, entity linking, and relationship and contact person mapping, allowing users to maintain a unified view of all client interactions. The system is designed with role-based access control, requiring that users managing these links hold a valid license and appropriate administrative privileges within the PM CRM environment. Its modular structure enables organizations to prepare CRM environments, create contacts and relationships, and manage complex relational data efficiently. By keeping data synchronized in real-time, PM-RECORD CRM enhances operational efficiency, reduces data errors, and streamlines client management processes.