Custom CRM
Which quote is waiting, who to call today
Who called, what they wanted, where the quote stands; everyone on the team sees the same information.
Examples from systems we built
Sample data is used in the screenshots.
One of our projects: the order assistant panel
The same customer list on the phone.
The interface shown is in Turkish; values are illustrative.
Customer information should stay with the company, not the person
The calls on a salesperson's phone, the quotes sent and the promises made often leave with that person. A CRM turns them into the company's shared memory.
Requests from WhatsApp, phone and the web form join the same queue; who is handling them and where the quote stands is in front of everyone.
What slips away without a CRM?
- Quotes that never get a reply
- Forgotten callbacks
- Customer history that leaves with a salesperson
- Which channel a sale came from
- The reason a deal was lost
When does it help?
Customer information is on people's phones
When a salesperson leaves, the customer history goes too.
Quotes are not followed up
Nobody replies to a quote that was sent, and the deal is forgotten.
Requests are scattered
Requests from WhatsApp, phone and the form are in separate places.
Look at it module by module
Pick a module: see what you see on the screen and what it adds to your work. You can select the ones you like and ask for a quote.
Which job is at which stage
Every opportunity is a card. The card moves from talks to quote, from quote to sale; where things get stuck shows at a glance.
- The stages are yours: New, talks, quote, won or lost. Names and order follow your own way of selling.
- Why a deal was lost: The reason for a lost deal is picked: price, competitor, timing. Over time you see why you lose.
- Nothing is forgotten: An opportunity untouched for a long time turns red and the person in charge is reminded.
A CRM rented monthly, or a CRM that is yours?
Ready-made CRM programs have their place too. The difference shows in these questions.
- Payment
- Rented ready-made CRM: Paid every month per user; as the team grows, the bill grows.
- A CRM that is yours: The fee is discussed by the work to be done, not by the number of users.
- Screens
- Rented ready-made CRM: Terms and order follow the program's own way of selling.
- A CRM that is yours: Screens use your words and follow your order of selling.
- Accounting and ERP
- Rented ready-made CRM: Connecting to the programs you use often needs an extra add-on.
- A CRM that is yours: The accounting and ERP connection is planned from the start.
- Data
- Rented ready-made CRM: Your customer information sits on the program's server.
- A CRM that is yours: We decide together where the data will sit.
- Who it suits
- Rented ready-made CRM: Small teams with a standard way of selling.
- A CRM that is yours: Growing teams with a way of selling of their own.
From the first request to after-sales
The path a customer follows in the system. At every step it is clear who does what.
A request comes in
A request from WhatsApp, the phone or the form on your site lands in the list.
Someone is assigned
The request is given to a salesperson in turn or by region.
Talks take place
The need is noted and the customer card is opened.
The quote goes out
The quote is prepared, goes through approval if needed, and is sent to the customer.
The sale closes
The accepted quote becomes an order; if there is an ERP, it is passed there.
Follow-up continues
Support requests and new opportunities are followed on the same card.
Phone, message and form requests stay in order
Requests from WhatsApp, phone and the web form join the same queue; it is clear who is handling them.
WhatsApp
A request that arrives as a message is linked to the customer card.
Phone
The call note is written on the same card.
Web form
A request from your site lands straight in the list.
Frequently asked questions
Can I transfer my existing customer list?
Your list in Excel or in another program is transferred in the way decided during discovery.
Does it work together with an ERP?
The two can be built as parts of the same system; customer and order information is the same on both sides.