CRM SE
Sales and team management — in the same system as your accounting
Take customers from first contact to payment, assign tasks and measure every employee's results.
Capabilities
Everything for your sales team and beyond
Leads and deals
Customer card with the full history of interactions, deals, emails and calls.
Sales pipelines
Multiple pipelines with kanban stages and revenue forecast.
Tasks and meetings
Task assignment and deadline control; meeting decisions automatically become tasks.
KPIs and goals
Cascading goals, plan vs. actual by metric and an executive dashboard.
Motivation
Transparent bonus calculation from sales, tasks and KPIs — everyone sees their own result.
Knowledge base
Wiki, versioned regulations with acknowledgement tracking, onboarding for newcomers.
One system
A CRM that knows your inventory and finances
Sales managers see stock, prices and customer debt right in the deal. A won deal becomes a sales order without re-entering data.
- Stock and prices in the deal card
- Customer balance and payment history
- Automatic sales order from a deal
- Webhooks and API for website and telephony integration
- 01Lead
- 02Deal
- 03Order
- 04Payment
Make your sales predictable
We will configure a pipeline for your sales process during the demo.