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Custom CRM software brings every sales step, from first contact to quote, order and payment, onto one customer record. Stage names, mandatory fields, reminder rules and commission formulas come from your own sales process, while account and order data is read from your ERP. Managers see open deals without asking, and customer history stays when a salesperson leaves.
While customer knowledge sits in a salesperson's phone, inbox and head, two things go wrong. Managers only learn where a deal stands by asking person by person, and when someone leaves, the customer history leaves with them. Follow-up calls slip, quotes expire and the month-end forecast is little more than a guess.
That is why we build a CRM shaped around your own sales process rather than adapting a generic package, so your team does not have to work to someone else's assumptions. If your dealers also place orders, the CRM can share the same customer records with a B2B dealer portal.
Every opportunity sits on a board by stage, with its estimated value, win probability and expected close date. Managers see the month-end forecast without asking for updates.
Quotes built from templates, a full revision history and an approval step for discounts. You can see whether a quote has been opened and where it is waiting.
Meeting notes, calls, emails and visits build up on the customer record. When an account changes hands, the new owner picks up exactly where the last one left off.
As a follow-up call, contract renewal or quote expiry date approaches, a task lands with the right person. Fewer missed call-backs and fewer lapsed renewals.
Field reps log visits with their location in the mobile app and prepare quotes while still with the customer. It works offline and syncs once they are back in coverage.
Sales by rep, territory and product, measured against target. Commission is calculated automatically with your formula, so there is no separate spreadsheet at month end.
Together we map your current stages, decision points and the reasons deals are lost, then decide which information is mandatory at each stage.
Stages, custom fields, reminder rules and who-sees-what are defined, and your commission formula is built in.
Your existing customer list is cleaned and imported; email, phone system and ERP connections are set up. Account and order data comes from the ERP, so nothing is entered twice.
We train the sales team using their own data. In the first months we track who is using the system and simplify any step that slows them down.
No CRM is any use if the sales team does not fill it in. That is why we design for the least possible data entry: fields filled automatically from the ERP, one-tap activity logging and only the reminders people actually act on. We also plan from day one where order and stock data will come from, and where needed we build the CRM together with your ERP and a mobile field app.
CRM software brings every sales step, from first contact to quote, order and payment, onto one customer record. Managers see open deals and the month-end forecast without asking for updates, reminders arrive before follow-ups and quote expiries, and customer history stays with the company when a salesperson leaves.
With a generic CRM, your team has to work to the package's assumptions. In a custom CRM, stage names, mandatory fields, reminder rules and commission formulas come from your own sales process. We design for the least possible data entry, because CRM projects usually fail on adoption rather than on the software itself.
Yes. Account and order data comes from the ERP, so nothing is entered twice, and fields filled automatically from the ERP reduce typing. Your existing customer list is cleaned and imported, and email and phone system connections are set up. Where needed we build the CRM together with your ERP and a mobile field app.
Yes. Field reps log visits with their location in the mobile app and prepare quotes while still with the customer. The app works offline and syncs once they are back in coverage. Managers can follow sales by rep, territory and product against target.
Yes. Quotes are built from templates, every revision is kept and discounts go through an approval step; you can also see whether a sent quote has been opened. Commission is calculated automatically with your own formula, so there is no separate spreadsheet at month end.
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