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Complete Contact ERP Free

Start organized with core CRM + traceability tools built for component brokers.

Best For

  • New broker distributors getting started
  • Teams trialing a structured workflow before upgrading
  • Single-location operations that need traceability without complexity

What You Get

  • Core contact + account organization
  • Part/lot/date-code/COO traceability basics
  • Fast imports for contacts, vendors, inventory, offers and BOM/requirements
  • Shipping notes + consolidated ship/invoice view
  • Audit trails for stock and batch activity

Feature availability follows the CCERP Comparison Matrix for ERP Free.

General Features

  • Account Industries: Tag accounts by industry to segment outreach, reporting, and territory focus.
  • Account Products: Track product focus per account to prioritize stocking, sourcing, and targeting.
  • Fraud Tracking: Flag risky accounts/vendors to reduce bad orders and improve compliance.
  • Flexible Configuration Settings: Tune key settings to match your workflow without heavy customization.
Purchasing

Purchasing

  • Line Card Tracking: Track line cards and authorized lines so sourcing stays aligned with your relationships.
  • Franchise Tracking: Record franchises/authorized statuses to support compliant quoting and vendor selection.
  • Vendor Groups: Group vendors by type, region, or reliability for faster RFQ targeting.
  • Import Vendors: Bulk import vendors to build sourcing coverage without manual entry.
  • Import Offers: Import vendor offers to speed sourcing and compare availability/pricing.
Purchasing

Warehousing

  • Import Inventory: Import inventory to get stock visible and searchable immediately.
  • Import Excess: Import excess inventory lists to monetize stock and respond to buyers faster.
  • Advance Allocation Management: Allocate available stock to demand to reduce oversells and improve fill rates.
  • Basic Receiving: Log receipts quickly so inventory is accurate from the moment it arrives.
  • Shipping / Invoicing Consolidated Screen: Work shipping and invoicing from a single consolidated view to reduce errors.
  • Shipping Notes: Add shipping instructions and special handling notes for consistent fulfillment.
  • Stock Audit Trail: Maintain a clear audit trail of stock changes for traceability and accountability.
  • Stock Batch Tracking: Track inventory by batch to support traceability, quality checks, and returns.
  • COO Tracking: Record country-of-origin details to support compliance and customer requirements.
  • Date Code Tracking: Track date codes to meet customer specs and reduce returns.
  • Lot Code Tracking: Capture lot codes for stronger traceability across receipts, shipments, and RMAs.
  • SN Tracking: Track serial numbers when needed for high-value or regulated parts.
  • Cert# Tracking: Track certification numbers to link documentation to shipments and inventory.
  • Deliveries, Warranty, Certs and Traces Lists: Quickly access delivery, warranty, cert, and trace lists for customer requests.
  • RoHS Tracking: Track RoHS status to quote confidently and avoid compliance surprises.
  • Part Condition Tracking: Record part condition grades so quotes match what you can deliver.
  • Counterfeit Tracking: Log counterfeit-related flags to protect customers and reduce risky buys.
Purchasing

Sales

  • Contact Groups: Organize contacts into groups for faster outreach, ownership, and activity tracking.
  • Contact Ratings: Rate contacts to quickly identify champions, decision makers, and high-value relationships.
  • Notes: Capture call notes, deal context, and next steps directly on accounts and contacts.
  • Consolidated Part Search: Search parts across records from one place to answer RFQs faster and reduce duplicates.
  • Import Contacts: Import contacts in bulk to onboard customers quickly and keep data standardized.
  • Import Reqs/BOMs: Import requirements/BOMs to turn spreadsheets into quote-ready opportunities.
  • AOG Tracking: Flag AOG/urgent requests to prioritize response time and expedite sourcing.
  • NSN Tracking: Store NSNs for defense-related parts to improve search and accuracy.
  • NIS Tracking: Track NIS identifiers where relevant for specialized part lookups.
  • Obolete Tracking: Track obsolete statuses to guide alternates and set customer expectations.