The release of the CRM 2.0 beta is coming soon!

Sales Pipe

Manage and follow the sales all the way from leads to contracts.

The Sales Pipe provides vital information about the sales process, including the assigned salesperson, sales phase, Wallet Share area, probability and sales value.

The sales process can be reported and followed using the versatile reporting tools, by either examining the big picture or focusing only on certain phases of the sales pipe. The customer data is managed on different modules along the way, including Potentials, Quotes, Orders and Contracts.

Build your own Sales Pipe

Leads

Bring the contact requests directly to your CRM and manage the leads as a one unit.

Booking

With the CRM-service Contact Portal, the sales team's calendars can be filled by bookers.

Calendar

Manage different types of activities and tasks. Set up alerts, reminders and automatic calendar events.

Potentials

Follow the sales process by different stages. Link any others sales related deeds and keep all data tight up in the same place.

Quotes

Fill up all the needed information, add the products and CRM will do the calculations while you can focus on just the needed adjustments like discounts.

Sales orders

An accepted quote is easy to convert to a sales order. Orders can be unique or recurring orders.

Invoices

Send out invoices by products, orders or hours. Invoices can be created manually or converted automatically from orders or workhours entered on projects.

Contracts

Managing the contacts in the CRM gives you the benefit of up and cross sales, customer satisfaction and churn.

Manage and follow

Homepage reports

All the needed statistics are right on the homepage of the CRM.

Targets

Set up targets by product, by euros or by pieces. Targets can be set up to sales and to activities.

Compose reports

Compose AdHoc list reports with versatile functions like counting and grouping. Report templates can be shared with other users.

Business Intelligence

Built-in Qlik Sense -based reporting tool gives the ultimate opportunities to see the overall picture and drill down to data from different perspectives.

Budget

Plan out the budget and compare it with the outcome.

Comissions

Manage the commission logic and follow the realization. Gather the information and share to payout.

Enrich with additional features

Document templates

Use the company brand with the document templates. The document will be filled out as a PDF automatically according to the data in the CRM.

Reminders

Define what reminders you want on the CRM homepage or as an email - for example overdue quotes or upcoming tasks.

Customer automations

Create segmented automated calendar activities to the sales team member according to e.g. if the customer hasn't had any action for 3 months or send the e-mail directly to the customer.

Automatic surveys

With the surveys, you reach out all the way to the feedback and collect important information about products, services, and employees directly from the customers.

Segmentation

Segment the data and learn the customer value from any point of the customer life cycle like potential and purchase history.

Other Features That Might Interest You

Pre-Sales

Follow up the whole new sales acquisition process with the all-powerful Contact Center.

User Workflow

Sales orders trigger automations and segment based sales reminders for the whole sales team and individual users.

Calendar

Several different calendar, activity and sales competition views enable a clear sales force management.