02 · CRM AND SALES PIPELINE
Every process starts with a customer.
From lead to renewal in one place: a customer 360° record, a kanban sales pipeline, next steps, quote versions and approved discounts — a won quote becomes a contract and e-signature, and the contract becomes a service and an invoice.
- B2B sales teams
- Service and consulting firms
- Financial service providers, insurers
- Trading and distribution companies
- Companies with subscription and contract-based models
CUSTOMER 360°
One customer record
- C360
- Contacts and organisational hierarchy
- Contracts, quotes, documents
- Correspondence and recorded calls
- Tickets and incidents
- Invoices and receivables
- KYC, scoring, acknowledgement statements
What can the module do?
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Customer 360° and contacts
The complete customer picture on one record: contacts and organisational hierarchy, contracts, invoices, tickets and documents. Customer 360° record Contracts, invoices, tickets and documents in one place. Contacts and hierarchy Parent company, subsidiaries, decision-makers. KYC and customer scoring Identification and risk rating linked to the customer. Customer portal Quotes, contracts, invoices and requests on a self-service basis.
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Sales pipeline and quotes
From lead to contract: a kanban pipeline, next steps, quote versions, discounts with threshold-based approval. Lead and opportunity management Source, value, probability, owner. Kanban pipeline Drag between stages; the next step is always visible. Quote versions → contract → e-signature Contract and signature from the won quote. Discount and approval Threshold-based approval path. Warehouse integration Available stock and reservation from the quote. Next steps Task, deadline and reminder for every opportunity.
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Communication, campaigns, portal
Every interaction on the customer timeline: correspondence, recorded calls, campaigns and segments. Outlook integration Correspondence filed to the customer in one click. Call recording Privacy-compliant, with consent management. Digital PBX Customer record pop-up on incoming calls, call log. Campaigns and segmentation Targeted lists from customer data.
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Reports, forecasting and renewals
See what's coming: pipeline forecasts, sales performance, orders, subscriptions and expiring contracts. Sales reports Pipeline and conversion, per salesperson. Forecasting Weighted pipeline by period. Orders and subscriptions Recurring revenue, linked to invoicing. Renewals Automatic renewal opportunity before expiry.
Where the system works on its own
A matter of configuration, not development — you define the rules.
Let's look at your own pipeline.
In the demo we show the journey from lead to contract using your sales stages.
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