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Your sales team should not have to search through emails, spreadsheets, notes, and separate systems to understand a customer. SIX ERP brings leads, contacts, activities, quotations, opportunities, orders, and service history into one connected customer record.
From the first enquiry to the next order, everyone sees the same information, the latest communication, and the actions that need to happen next. This helps your team respond faster, follow up consistently, and build stronger customer relationships without adding unnecessary administration.
Keep contacts, communication, opportunities, offers, orders and service history together—so every conversation starts with the full context.
Turn calls, meetings and enquiries into clear next actions. Tasks, reminders and activity history help your team follow through without relying on memory.
See where every opportunity stands, what needs attention and which deals are moving forward. Give managers a realistic view of expected revenue.
Connect lead capture, qualification, offers, orders and after-sales service in one process—so no promising enquiry is lost between teams or systems.
SIX CustomerFlow connects the entire customer journey, from the first enquiry to long-term relationships and repeat business. New leads are captured through website forms, emails, marketing campaigns, referrals, and direct contact, then qualified and assigned to responsible salespeople. Each lead progresses through the CRM sales pipeline, where opportunities, activities, meetings, follow-ups, and customer communications are recorded in one central customer profile. Qualified opportunities move into SalesFlow for quotations, proposals, and sales orders. Depending on customer requirements, orders connect with StockFlow for product availability, PurchaseFlow for replenishment, ManufacturingFlow for production, or ProjectFlow for project execution. FinanceFlow manages invoicing, payments, and financial records, while ServiceFlow connects customer support, maintenance, and after-sales activities. Every interaction and transaction remains linked to the customer, providing a complete 360° customer view, reliable sales forecasting, and clear opportunities for follow-up, renewals, and repeat business.
Connect every customer interaction—from lead capture and qualification to offers, orders, service and follow-up—to build stronger relationships and turn first enquiries into repeat business.
SIX CustomerFlow keeps every stage connected. Your team can capture a lead, qualify the opportunity, prepare an offer, convert it into an order and continue with delivery and service—without losing context or re-entering information.
CustomerFlow is designed to do more than store contacts or manage a sales pipeline. It gives your teams a complete, shared view of every relationship—from the first lead and qualification through proposals, orders, delivery, service and repeat business. Conversations, activities, documents, opportunities and decisions remain connected in one complete customer record, while relevant information moves directly into the rest of your operations. An accepted opportunity can become an order, project, service job or production request; stock, purchasing and finance can follow; and every service interaction can strengthen the relationship. These highlights show how CustomerFlow turns everyday CRM activity into clear, coordinated business action.
Collect enquiries from web forms, email, campaigns, referrals, and direct entry.
Qualify leads, schedule follow-ups, assign responsibilities, and track every sales stage.
Create proposals, estimates, and orders directly from the opportunity—without entering data twice.
Continue the relationship through delivery, support, service, renewals, and new opportunities.
Keep companies, contacts, addresses, roles, and preferences in one structured record.
See calls, emails, meetings, notes, tasks, and activities in a single timeline.
Access proposals, contracts, orders, invoices, payments, projects, and service records.
Give sales, service, finance, and management the same complete and current customer picture.
Convert an accepted opportunity into an order, project, service job, or production request.
Check availability, reserve products, initiate purchasing, and follow fulfilment through delivery.
Carry customer and transaction data into invoicing, payments, credit control, and reporting.
Connect support tickets, field-service work, maintenance, and follow-up sales to the customer record.
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SIX CustomerFlow is a comprehensive Customer Relationship Management (CRM) solution designed for businesses across virtually every industry. From capturing leads and managing prospects to tracking sales opportunities, customer communications, and long-term relationships, CustomerFlow connects the entire customer journey in one integrated system. By working with SalesFlow, ManufacturingFlow, StockFlow, PurchaseFlow, ServiceFlow, ProjectFlow, FinanceFlow, and AIFlow, businesses can turn customer enquiries into quotations, orders, deliveries, services, and repeat business. Whether managing B2B relationships, direct sales, distribution networks, or service contracts, SIX CustomerFlow helps companies improve customer engagement, increase sales opportunities, and maintain a complete 360° view of every customer.
And many more industries, including food and beverage, agriculture, furniture manufacturing, electronics, energy, utilities, education, printing, packaging, and organizations managing complex sales pipelines, customer accounts, marketing campaigns, service relationships, and long-term business partnerships.
Manufacturing & Industrial Production
Wholesale Distribution & B2B Trading
Retail, E-Commerce & Consumer Goods
Professional & Consulting Services
Automotive, Machinery & Equipment
Healthcare, Medical Devices & Pharma
Construction, Engineering & Real Estate
Logistics, Transport & Supply Chain
Financial, Insurance & Business Services
Field Services & Technical Maintenance
Learn how cloud-based solutions help company owners face increasing complexity, expectations, and disruptions. Gain the agility, intelligence, and real-time visibility needed to boost efficiency, ensure quality, and empower more resilient operations.
What is SIX CustomerFlow?
SIX CustomerFlow is the CRM part of SIX ERP. It brings leads, contacts, activities, quotations, opportunities, orders and service history into one connected customer record, so your team can see every conversation and the next step in one place.
How long does it take to get started with CustomerFlow?
The timeline depends on your sales process, the modules you activate and the data you bring over. The best way to get a realistic plan is to request a demo. A SIX specialist will review your process and show how CustomerFlow would be set up for your team.
How does SIX CustomerFlow reduce manual data entry?
Customer, offer and order data is entered once and carried through the process. Proposals, estimates and orders are created directly from the opportunity. Customer and transaction data then flows into delivery, invoicing, payments and reporting, so your team does not retype it in each step.
Can we adapt CustomerFlow to our own sales stages, approvals and documents?
Yes. SIX ERP is configured around how your company operates. Qualification stages, activities, approval steps, document templates and reports can be set up to fit your process. SIX also offers consulting before integration, integration and configuration, and support after go-live.
How does CustomerFlow help managers forecast sales?
Managers can see open opportunities by stage, with expected values, planned activities and conversion reporting. Forecasts come from the live pipeline and not from separate spreadsheets. Because orders and invoices are in the same system, you can compare what you expected to sell with what was actually ordered and invoiced.
Who is SIX CustomerFlow designed for?
SIX ERP serves small and medium-sized businesses and larger organizations. It is used by manufacturing, distribution, wholesale, services and field-service companies. CustomerFlow suits any B2B team whose sales process continues into orders, delivery, projects or service, and who want to stop re-entering data between systems.
Can CustomerFlow support after-sales service, maintenance and renewals?
Yes. Support tickets, field-service work and maintenance are linked to the customer through ServiceFlow. The service history stays visible to the account owner, so renewals, upgrades and follow-up sales can be spotted and acted on as new opportunities.
Can sales see stock availability and delivery status without leaving the CRM?
Yes. Because CustomerFlow shares a database with StockFlow and the delivery process, your team can check product availability, reserve products and follow fulfilment from the same customer record. This helps you give customers realistic delivery commitments before you confirm an offer.
How does lead qualification work in CustomerFlow?
Captured leads can be qualified, assigned to a responsible salesperson and given scheduled follow-ups. Each lead then moves through the sales stages of your pipeline until it becomes an opportunity or is closed. The stages can be configured to match how your company qualifies and approves deals.
How does CustomerFlow give a 360° view of a customer?
Every interaction and transaction stays linked to the customer. That includes calls, emails, meetings, notes, tasks, proposals, contracts, orders, invoices, payments, projects and service records. Sales, service, finance and management open the same record and see the same current picture.
Which SIX ERP modules does CustomerFlow work with?
CustomerFlow connects to SalesFlow for quotations, proposals and sales orders. It also connects to StockFlow for availability, PurchaseFlow for replenishment, ManufacturingFlow for production, ProjectFlow for project delivery, FinanceFlow for invoicing and payments, and ServiceFlow for support, maintenance and field service. You can start with the modules you need and add others as your processes grow.
How is CustomerFlow different from a CRM that only manages contacts and a pipeline?
A contact-and-pipeline CRM stops when the deal closes. CustomerFlow keeps going. An accepted opportunity can become an order, project, service job or production request. Availability, delivery, invoicing, payments and after-sales service stay linked to the same customer. Your sales team sees what happens after the sale without asking another department.
Is SIX CustomerFlow a standalone CRM or part of an ERP?
SIX CustomerFlow is the CRM module of SIX ERP, not a separate tool you have to connect later. Leads, opportunities and customer history live in the same system as sales orders, stock, purchasing, production, projects, service and finance. When a deal is won, the next step starts from the same customer record.
What does the customer record contain?
One structured record holds companies, contacts, addresses, roles and preferences. It also shows calls, emails, meetings, notes, tasks and activities in a single timeline, with access to proposals, contracts, orders, invoices, payments, projects and service records.
Where can leads come from?
CustomerFlow collects enquiries from web forms, email, campaigns, referrals and direct entry. You can then qualify each lead, schedule follow-ups, assign responsibilities and track every sales stage.
How does CustomerFlow help my team follow up consistently?
Calls, meetings and enquiries become clear next actions. Tasks, reminders and activity history help your team follow through without relying on memory, and everyone sees the latest communication.
Can I create offers and orders from an opportunity without re-entering data?
Yes. You can create proposals, estimates and orders directly from the opportunity, without entering the data twice.
What happens after an opportunity is accepted?
An accepted opportunity can become an order, project, service job or production request. From there you can check availability, reserve products, initiate purchasing and follow fulfilment through delivery. Customer and transaction data carry into invoicing, payments, credit control and reporting.
Does CustomerFlow cover after-sales service and repeat business?
Yes. Support tickets, field-service work, maintenance and follow-up sales connect to the customer record. The relationship continues through delivery, support, service, renewals and new opportunities.
Who in the company can see customer information?
Sales, service, finance and management can work from the same complete and current customer picture. Role-based access controls what each person sees.
Does CustomerFlow connect with analytics and eCommerce?
The platform connects customer data with analytics, eCommerce and the wider SIX ERP platform. Contact the SIX team to discuss the specific systems you want to connect.
How do I see CustomerFlow in action?
with a SIX specialist and describe your sales process, so they can show how CustomerFlow fits it.
Can we see which opportunities are likely to become revenue?
Yes. Sales pipelines, expected values, planned activities and conversion reporting give managers a current view of open opportunities, follow-up quality and expected revenue—without assembling figures from separate spreadsheets.
How does SIXCustomerFlow help us keep customer data compliant?
Store customer information, communication history, consent-related data and activities in one controlled record. Role-based access and traceable changes help your team work with clearer accountability and stronger data governance.
How does CRM connect with orders, delivery and finance?
Customer data does not stop at the sales team. Leads, offers and customer agreements can continue into orders, warehouse availability, delivery, invoices, service and financial reporting within the same SIX ERP environment.
Can SIX CustomerFlow work with our existing sales process?
Yes. SIX ERP CRM can be configured around your qualification stages, activities, approvals, documents and reporting needs, without forcing your team into a generic sales workflow.
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