Sales management (CRM) that adapts widely to your needs

Basic needs for effective sales management
and extensive customization, automation and analytics capabilities

Access the system conveniently both in and out of the office

No restrictions.

Access transactions in and out of the office, from desktop and mobile devices. Connect to the system through an internet browser from any device or use the application on mobile phones and tablets.

All about transactions in one place

All transaction-related information and work with them in one place.

Keep deals, customers and contacts in one place and customize the data you enter to suit your needs. Add documents to transactions by setting up standardized document folders and standard document forms for each new transaction. Create offers and manage documents right there in the system, within a given transaction.

Automate processes

Save time, speed up work execution and adapt the system to your sales processes.

Develop and create automation in the system, such as reminders, notifications, automatic sending of e-mails, automatic satisfaction surveys, automatic creation of offers, reconciliation of offers, electronic signature of offers, etc.

Analyze sales figures extensively

Make data-driven decisions and evolve your sales process.

First, 100% customize the data you collect and the data you care about. Second, use the usual EXCEL to create reports and graphs for data analysis, or connect the powerful Power BI and its available artificial intelligence capabilities.

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about the functionality of the solution

See the presentation

CRM Functionaliy

CRM Pricing

Opportunities are already being used

Are there any system user restrictions?

No. The system can be fully used by all users who have active Microsoft 365 Business Basic or Standard licenses .
What are the options for adapting the solution to the company's needs?

Initially, the solution is installed in its standard construction. The standard structure is a long-term proven structure and functionality of a solution that provides all the basic document management needs of companies. After the initial installation, the solution can be freely and widely adapted to the company's needs. We will help you by separately assessing the amount of work, or you can do this adjustment yourself or by engaging another competent Microsoft 365 partner.
Are usage tutorials included?

Yes, the implementation of the solution also requires training of the main system users, who can then, by combining the acquired knowledge with the company's internal processes, distribute it within the company.
What are the options for further development of the solution?

The solution has no copyright restrictions and you can further develop it freely and extensively with the help of MS Solutions or on your own, or by engaging another competent Microsoft 365 partner.
What are the deadlines for installing the solution?

Installation of the solution takes a total of 2 - 4 weeks, depending on the progress of testing and the extent of the need for adjustments. Standard solution installation - 1 week Testing and adjusting the solution - 2 weeks Training (a training session organized within the week) - 1 week
What are the next steps when choosing one of the solution options?

Contact us and our representative will tell you in more detail about further steps, as well as answer all current questions and send you a simplified cooperation agreement form for consideration and signing.