Customers, quotes and sales work in one place
We adapt customer and sales management to your company. Your team can see conversation history, quotes and upcoming tasks, while information from email and other software comes together in one place.
Customer information in one place
Your team can see what has been discussed, which quote was sent and who is responsible for the next step.
- Customer and contact records with communication history and documents.
- Sales stages, quotes and deal status.
- Tasks and reminders for the responsible team member.
- Reports on enquiries, deals and team activity.
A CRM that fits your workflow
We adapt fields, sales stages and access rights to how your team works. Your CRM can connect to website enquiries, a price configurator, email and other company systems.
AI can help summarize communication, prepare a reply draft and extract the required information from an email. We define which results an employee needs to review before use.
- Customer and deal fields tailored to your company’s needs.
- Website enquiries and price calculations passed directly to your CRM.
- Connections to email, accounting and project management.
- Roles, access rights and change history.
When your team needs a CRM
- Customer information is stored in individual inboxes and separate spreadsheets.
- It is difficult to track which quotes need a reply and who should contact the customer.
- Website and email data is copied by hand.
- You need a shared overview of sales and customer service.
How does your team manage customers?
Tell us about your sales process and existing tools. We will assess a suitable CRM solution and the connections it needs.