CRM
The sales team records leads, shares them out fairly and moves deals through the stages on a board. Each customer has one page with contacts, calls, meetings and open deals. A deal that sits too long in one stage is flagged so its owner sees it.
After a trade fair the team has 200 business cards. An assistant imports them from Excel, the system shares them out in turn among five salespeople and notifies each one. Entering a company that already exists triggers a warning straight away.
A software company sells through discovery, demo, quote and negotiation. The sales manager sets those stages. Salespeople drag deals across the columns and see the value in play at a glance.
Before a meeting, Tuan opens the customer page and sees the contacts, the last call, last week's meeting and every open deal. No digging through chat threads or asking colleagues.
The sales director sees deals won and lost and the open pipeline per person on the dashboard. Whenever someone exports the customer list, it is recorded.
Projects & tasksAssign work with a clear owner, and follow progress and hours in one place.
Goals & KPIOKRs and weighted KPI scorecards, with numbers fed by your other apps.
ReportingBoards for directors and department heads, where each person sees only their part.
E-contractsDraft from templates, approve internally, collect signatures, then track obligations.CRM is an optional app. A small team can start with the customer list and the deal board, and turn on lead assignment or reports later.
Download the template, paste your data in and upload it. The system points out customers that may already exist so you avoid duplicates.
Every export records who ran it, when and how many rows. A leaver's customers can be reassigned to someone else.
Leave your details and we will call you within one working day to set a time. The demo takes about 30 minutes and focuses on the departments you care about.
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