Suitable for organisations with a sales team that want to follow customer communication consistently and standardise their processes. Field-tested in more than 50 enterprise deployments.
Key features
Customer management
Customer cards, communication history, notes and reminders.
Sales process
End-to-end tracking from lead to quotation, from quotation to sale.
Process automation
Approval workflows, task assignments and automatic notifications.
Support system
Ticket management, categories and SLA tracking.
Omnichannel communication
Email, WhatsApp and social channels gathered in a single inbox.
Reporting
Sales, performance and customer analysis reports.
Who is it for?
Frequently asked questions
Yes. Data can be imported from Excel and common CRM formats.
It scales to the size of your organisation; the number of users is planned according to your needs.
Yes, it works in the same ecosystem; quotation and finance data is shared.
Customer cards, communication history, notes and reminders on a single screen. Who said what and when is on record.
End-to-end tracking from lead to quotation, from quotation to sale. You can see which stage each opportunity is waiting at.
Ticket management, categories and SLA tracking. Customer history and support tickets live in the same place.
Approval workflows, task assignments and automatic notifications take repetitive work off your hands.
Sales, performance and customer analysis reports; comparisons by team and period.
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