Enterprise CRM
One place where the sales team sees every lead, deal and customer conversation, and where managers see what needs attention. Try it below on sample data.
Interactive Demonstration — Sample Data The company in this demonstration, “Rawnaq Home”, is fictional. It is not our client, and nothing here is a result we achieved.
The problem it solves
In many sales teams, inquiries arrive through WhatsApp, the website, phone calls and showroom visits, and each person keeps them in their own phone, notebook or spreadsheet.
When someone is away, nobody knows what was promised to the customer. Managers learn that a deal was lost after it happened, and the monthly forecast is a guess.
Signs you may recognise
- A customer asks for a quote twice because the first request was not answered.
- Two people on the team contact the same customer without knowing it.
- Discounts are agreed on WhatsApp and nobody approved them.
- The monthly forecast is built by asking each salesperson for a number.
- When someone leaves, their customers’ history leaves with them.
What makes it hard
A CRM fails when the team avoids using it. A useful one has to solve these four problems.
Faster than the old way
Logging a call or moving a deal must take seconds, on a phone as well as a laptop, or the team goes back to WhatsApp and notebooks.
One history per customer
Calls, messages, e-mails, meetings and notes from every channel sit on the customer’s record in order, so anyone can pick up the conversation.
Clear ownership
Every lead has one owner, a routing rule for new inquiries, and a manager who can reassign it. Nothing waits without someone responsible.
Control that does not slow selling
Discounts above an agreed limit need approval, people see what their role allows, and a lost deal records why it was lost.
The solution
A CRM built around your sales stages, your channels and your approval rules, so it matches the way your team already sells.
- A pipeline board with your stages; a deal moves by dragging it or from its menu.
- A customer record with contacts, deals, tasks and the full history of calls, WhatsApp messages, e-mails and meetings.
- A leads inbox with a routing rule, duplicate checks and a measured first-response time.
- Tasks and reminders for every next step, with overdue work visible to the manager.
- Discount approval rules, roles and permissions, and a record of who changed what.
- Sales reports: won revenue against the plan, conversion between stages, loss reasons, sources and the forecast.
Modules in this demonstration
Each module can be included in your project or left out.
Pipeline
A board and a list of open deals by stage, with quick views for stuck deals, pending approvals and overdue tasks.
Leads
New inquiries from every channel, with a routing rule, duplicate checks and the time to first answer.
Customers
Accounts, contacts, deals and tags, with one timeline of every conversation.
Tasks and reminders
Due dates, priorities and reminders, by person and by deal.
Sales reports
Revenue against the plan, the funnel, loss reasons, sources, the team and the forecast.
Roles and permissions
What each role can see and change, discount limits, and read-only access.
Simplified architecture
How information moves from the channels to the people who act on it. The exact layers depend on what you use today.
Channels
- WhatsApp and phone calls
- Website forms and e-mail
- Showroom visits and events
CRM records
- Customers, contacts and deals
- Activities, tasks and notes
- Stages, owners and approvals
Team screens
- Pipeline, leads and tasks
- Customer record and history
- Views by role
Management
- Sales reports and forecast
- Approval rules
- Exports for meetings
The data in this demonstration is generated for testing only, so it is not connected to any real system.
Try the demonstration
Everything below runs in your browser on sample data for a fictional furniture and decor retailer. Nothing you do here is sent to us.
What to try
- Drag a deal to another stage, or onto “Won” or “Lost”, and see the history and the reports follow.
- Open a customer to see every call, WhatsApp message, e-mail and meeting in one timeline.
- Create a lead with the name of an existing customer and watch the duplicate check.
- Approve or decline a discount, then try to win a deal whose discount is still pending.
- Open “Demo controls” to switch role, try a slow or lost connection, or start with empty data.
All names, numbers and dates in this demonstration are generated sample data. They do not describe a real company or predict any result.
Expected impact
What changes in daily work when the whole team works in one CRM. These are the practical changes the solution is built for, not guaranteed business results.
- No inquiry without an owner
- Every new lead is routed to a named person, and the first-response time is measured.
- Customer history stays with the company
- When someone is away or leaves, the next person sees every conversation and every promise.
- Approval before the discount
- Discounts above the agreed limit wait for a manager’s decision, and the decision is recorded.
- A forecast built from deals
- The forecast comes from deal values and stage probabilities, not from asking each person for a number.
Results depend on your team, your data and how consistently the CRM is used. We commit to the deliverables, the quality checks and the dates written in the proposal.
Scope of a project like this
The demonstration shows the full range. A first version is smaller and is defined in a written proposal before work starts.
In the core scope
- Your sales stages, fields and loss reasons
- Customers, contacts, deals, tasks and the activity history
- A leads inbox with a routing rule
- Roles and permissions for your team
- Import of your current customer list
- A user guide and a handover session
Added when you need it
- Logging of WhatsApp messages and e-mail, where the provider allows it
- Discount approval rules
- Sales reports and the forecast
- Connection to Odoo or another system through its REST API
- A second language or more branches
What we need from you
- A sales lead who approves the stages and rules
- Your current customer list as an export
- Accounts opened in your company’s name
- A review at each milestone
Licences, hosting and external subscriptions are priced separately and opened in your name. Anything outside the written scope is priced before it is executed.
How it starts
We start with a free call, then a paid diagnostic of sales stages, channels, roles and approvals. You then receive a custom implementation offer with price, milestones and acceptance criteria before the build starts.
- Duration
- Set in the offer after assessment
- Price
- Custom quote, assessment required
Want a CRM that matches how your team sells?
Tell us your sales stages, your channels and how many people sell. We reply with the next step; for a CRM we start with a short assessment before any quote.