Custom CRM and Sales Management

We develop CRM platforms that manage your quote, approval, project based agreement, demand forecast and dispatch processes in a single system, integrated with your ERP.

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If your sales process does not fit an off-the-shelf CRM

Off-the-shelf CRM software is strong at customer and opportunity tracking, but it can fall short for processes such as multi-level quote approvals, periodic supply agreements, currency based pricing and ERP-linked dispatch. We build a CRM platform that turns your sales team's real workflow into software and uses the same data as your e-commerce and ERP systems.

Quote Management and Approval Flow

Sales representatives prepare quotes with product and price information, and quotes go to a manager for approval based on amount or discount rate. An approved quote can be turned into an order, a project or a demand forecast in a single step.

Projects and Periodic Agreements

We manage periodic supply agreements with customers as projects and track the deliveries planned for the period and the related ERP orders.

Demand Forecasting

We collect customers' future needs as forecast records and, after approval, feed them into purchasing and stock planning.

Pricing, Currency and Payment Terms

We support discount rules by product group and customer segment, quotes in different currencies and locking the exchange rate at the time of the quote. Payment terms and options are included in the quote, and a payment link can be sent to the customer when needed.

Customer Portal and Document Collection

Your business customers follow the status of their projects and deliveries through a portal. Documents required for customer onboarding are collected through secure links and sent for approval.

Shared Data with ERP and E-Commerce

The CRM, the e-commerce platform and the ERP work on the same product, price and customer data. Order and dispatch information is kept in sync with the ERP, and the sales team sees stock and delivery status within the CRM.

With our CRM and sales management solution, your sales team manages the entire process from quote to dispatch in a single system. Contact us to review your sales process together.

Sales process from quote to dispatch

QuoteThe sales representative prepares a quote for the customer with product, price and payment term details.

ApprovalThe quote goes through manager approval according to defined rules.

ProjectPeriodic agreement

Demand forecastFuture need

Spot saleImmediate order

ERP orderThe order is transferred to the ERP automatically.

DispatchDelivery status is tracked in the CRM and the customer portal.

Frequently asked questions about custom CRM

If you could not find the answer to your question, write to us and we will get back to you as soon as possible.

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Why a custom CRM instead of off-the-shelf CRM software?

If your sales process goes beyond standard opportunity and customer tracking and includes quote approvals, periodic agreements and ERP-linked dispatch, off-the-shelf CRMs require a lot of customization. A custom CRM brings the process into software as it is and makes licensing costs independent of the number of users.

Does it work with our existing ERP system?

Yes. We develop integrations that synchronize order, customer account and dispatch data with ERP systems that offer API or database access.

How does the sales team access the CRM?

The CRM is web based and supports single sign-on with your internal identity infrastructure. User roles and approval permissions are managed centrally.

Can it be used without an e-commerce platform?

Yes. The CRM can be set up on its own. If you have an e-commerce platform, it is integrated to use the same product and customer data.

CONTACT

Obtaining further information by making contact with our experienced IT staffs.

We are available during working hours during the day. Contact to require a detailed analysis and assessment of your plan.

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+90 216 999 13 83 [email protected]

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