01
Customer records
Company and contact details, communication history, notes and files.
CRM Software
Which quote is pending and who should call whom? Let your sales team see it at a glance.
A CRM that keeps every call, quote and request about your customers in one place, and that your sales team actually uses.
- Customer and company records
- Opportunity tracking
- Quotes and tasks
- Support requests
Try it: this screen is interactive
What it solves
Does this sound familiar?
Customer knowledge lives with people
Notes in notebooks, numbers on phones. When someone leaves, everything about their customers leaves too.
Quotes get forgotten
Nobody follows up on quotes that were sent, so winnable deals quietly disappear.
Nobody knows where sales are heading
What closes this month, and how is each rep doing? Getting an answer means asking everyone one by one.
A custom system turns this scatter into one working setup.
Modules
What can it include?
Start with the modules you need and add the rest as your business grows.
02
Sales pipeline
Opportunities tracked stage by stage, with expected revenue and close dates.
03
Quotes
Template-based quotes, approvals and sending as PDF.
04
Tasks
Reminders, call and visit plans.
05
Support requests
Logging, assigning and tracking customer requests.
06
Reports
Performance and conversion rates per sales rep.
Integrations
Talks to the systems you already use.
We connect to your current software so the same data is never entered twice.
Email
Website forms
Your ERP
Calendar
Phone system
WhatsApp Business
Process
How does your project move forward?
- 01
We listen
We start by understanding how you run things and where time gets lost. We won't suggest what you don't need.
- 02
We plan
You get a clear plan of what gets done, in what order and when.
- 03
We build
You see progress regularly, so there are no surprises on delivery day.
- 04
We stay
After launch we keep an eye on the system, update it and answer your questions.
Why custom instead of an off-the-shelf CRM?
Your sales process is specific to your sector and team. In a custom CRM the stages, fields and reports match how you work, which is why the team actually uses it.
Can we import our existing customer list?
Yes. We move customer and contact data from spreadsheets or another system into the new one.
Will it work with our ERP?
Yes. Customers, orders and balances can stay in sync between the two systems automatically.
Can the field team use it on their phones?
Yes. The interface is designed to work on mobile devices as well.
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DetailsLet's talk about your project.
You don't need to know exactly what you want. Tell us the problem and we'll find the simplest solution together.