Complete Contact ERP Pro

Boost day-to-day speed with templates, scheduling, dashboards, multi-currency and QBO integration.

Best For

Small teams that need consistent quoting + follow-up
Ops teams that want standardized emails and quicker data entry
Companies working in multiple currencies and syncing accounting

What You Get

Everything in ERP Free
Email templates for contacts, quotes, requirements and vendors
Scheduled calls + reminders for follow-up
Import queueing to keep large data loads clean
Multi-currency support + QBO integration
Shipping account tracking + enhanced stock management

Feature availability follows the CCERP Comparison Matrix for ERP Pro.

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.
Attachments: Attach PDFs, images, and documents to records so teams always have context.
Multiple Currency: Work in multiple currencies for international customers and vendors.
QBO Integration: Connect with QuickBooks Online to reduce double-entry and speed reconciliation.
Storage Encryption: Add storage encryption to better protect sensitive business data.

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.
Bank/Trade References: Store bank/trade references to support vendor onboarding and risk checks.
Email Templates for Vendors: Standardize RFQ/vendor communications to improve response rates.

Automation Features

Import Queueing: Queue and manage imports to keep large uploads organized and controlled.

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.
QC Full View: Get a fuller quality-control view for inspections and receiving decisions.
Shipping Account Tracking: Track shipping accounts to simplify billing and reduce carrier confusion.
Stock Management: Manage stock levels and availability with stronger controls and visibility.

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.
Email Templates for Contacts: Use consistent email templates for faster outreach and fewer mistakes.
Email Templates for Quotes: Send quote emails with standardized wording, terms, and formatting.
Email Templates for Requirements: Reply to requirements quickly with consistent messaging and calls-to-action.
Scheduled Calls: Schedule calls and reminders so follow-ups happen on time, every time.