Sales and CRM.
From the first inquiry to repeat orders.
The customer card brings contacts, calls, emails, quotes and orders into one view. Sales reps do not dig through a colleague's inbox, and covering for someone on leave does not start with asking where things stand.
- Full history of every customer contact
- Tasks and reminders for sales reps
- Sales opportunities with stages
A quote is built from products and the customer's price list, and the system works out prices, discounts and lead times. The document goes out in the company template, with no copying lines from Excel into Word.
- Price lists and discounts per customer
- PDF quote from the company template
- An accepted quote becomes an order
Orders from email, phone or the portal land in one list with a status, a date and an owner. Production and the warehouse see them straight away, so nobody passes them on with a sticky note.
- One order list for every channel
- Statuses from accepted to shipped
- Stock reservation and production order from the order
B2B customers place orders, check their status and download invoices or certificates on their own. Fewer calls asking when the goods will arrive, and fewer emails asking for the same document again.
- Orders with the customer's own price list
- Live order status
- Invoices and documents to download
Let's see what AI can do in your company.
Companies that adopt modern systems now will be a step ahead of their competitors in a few years. Start with one process, and we add the rest in stages.
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