Reveal CRM Software and Integration

A Flexible and Powerful CRM for Your Business

Reveal is Paragon’s customizable CRM for managing organizations, contacts, leads, opportunities, customer activity, support, and projects. It can operate as a standalone CRM or integrate with ERP applications, databases, and other business systems across multiple platforms.

Manage Customer Relationships in One Application

Reveal organizes customer, sales, service, and project activity so employees can work from shared information rather than disconnected spreadsheets and personal records.

Organizations and ContactsMaintain customer, prospect, partner, and contact information together with the activities and relationships associated with each account.

Leads and OpportunitiesTrack prospective business, sales activity, opportunity stages, expected value, follow-up, and account history.

MarketingOrganize campaigns, leads, target accounts, communications, and the activities used to develop new business.

Products, Services, and VendorsMaintain the products, services, vendor relationships, and supporting information used by sales and service teams.

Customer SupportTrack support cases, customer assets, contracts, activity, ownership, status, and resolution history.

Projects and TasksManage projects, assignments, milestones, tasks, and activity in connection with the appropriate organization and contacts.

Calendars and ActivitiesCoordinate calls, meetings, follow-up, reminders, and other customer-related work across the team.

Customizable DashboardsGive each user a role-appropriate view of the records, activities, metrics, and priorities most relevant to their work.

Mobile Access and SecurityAccess CRM information from phones and tablets while applying account controls, password policies, two-factor verification, and login tracking.

Integration with ERP and Business Systems

Reveal can exchange customer, contact, sales, service, and account information with the systems your business already uses.

Standalone CRM

Reveal can be implemented as an independent CRM without Metalware, MetalNet, IBM i, or any other Paragon product.

Metalware and MetalNet Integration

Established integration options can connect Reveal with Metalware and MetalNet so appropriate customer and account information can support both relationship management and business operations.

DB2 for i Integration

Paragon can connect Reveal with DB2 for i and the applications that use it. This provides access to relevant business information without making IBM i a requirement for the CRM.

Other ERP and Business Systems

Reveal can be integrated with other ERP applications, databases, and services through APIs, database interfaces, files, or custom integration programming.

Connect CRM Activity with Business Operations

A CRM is most useful when employees can relate customer conversations and sales activity to the information maintained by operational systems. Reveal can be integrated with ERP applications, order systems, service platforms, databases, and other sources according to the information users need.

Paragon determines which records should be shared, which system owns each type of information, how updates should flow, and how conflicts or errors should be handled. The objective is controlled integration rather than indiscriminately copying every field between systems.

Metalware and MetalNet customers can use established integration capabilities, while organizations using other systems can engage Paragon to develop the appropriate connection.

A CRM That Can Be Shaped Around Your Business

Reveal provides the flexibility to configure fields, modules, workflows, dashboards, permissions, and integrations around the way an organization manages customer relationships.

Paragon can assist with implementation, configuration, data conversion, customization, integration, user preparation, and ongoing technical support. The scope can range from a straightforward CRM deployment to a tailored application connected with multiple business systems.

Reveal CRM Questions

Does Reveal require Metalware or MetalNet?

No. Reveal can operate as a standalone CRM or integrate with other ERP applications, databases, and business systems.

Does Reveal require IBM i?

No. Reveal is multi-platform. Paragon can integrate it with DB2 for i and IBM i applications, but neither is required.

Can Reveal integrate with our ERP?

Yes. Paragon can develop integration through APIs, database interfaces, files, or custom programming according to the capabilities of the ERP and the information that needs to be shared.

Can Reveal be customized?

Yes. Reveal supports configuration and extension of fields, modules, workflows, dashboards, permissions, and integrations to address business requirements.

Can you move data from our current CRM?

Yes. Data conversion can be included in the implementation after the source data, required history, field mappings, duplicates, and data-quality issues have been reviewed.