Leads from the website, advertising and messengers
We collect requests into a single circuit and record the source of the transaction and revenue.
CRM for B2B/B2C sales department
Custom CRM for a real funnel, KPIs, documents and roles of your team.
We design a system around your sales: leads from the website and advertising, commercial offers, contracts, payments, repeat touches and management analytics without chaos in tables and chats.
What we automate in sales
This CRM is especially useful for companies where there is already a flow of leads, but control over applications, tasks and communications is blurred between several services.
Funnel, KPI and manager control
We set up sales stages, reaction standards, tasks, bonuses and a transparent picture of the team.
Documents, payments and repeated touches
We automate invoices, contracts, customer segments and work with the current database.
Sales CRM that the team actually works with every day
Not a box for the sake of a box, but a working tool for revenue growth and sales discipline
First, we analyze your funnel: how the lead comes, who should take it, where deals are lost, and what numbers the manager really needs.
After that, we collect CRM for your processes: roles, client cards and transactions, documents, notifications, SLA reactions, analytics and integration with telephony, website and external systems.
Funnel for your deal cycle
Stages, causes of losses and transition rules without template restrictions.
Plan, fact and forecast
Reports on managers, channels, conversion and repeat sales.
Communications in one window
Calls, emails, forms and instant messengers are recorded in the transaction card.
Repeat sales and reactivation
Segments, reminders and return campaigns for the current customer base.
Team transparency
Access rights and reports for managers, executives and back office.
Data quality control
Completeness checks, change history and safe work with the database.
-30%lead processing time
1single window for sales and marketing
24/7status of transactions under control
How to develop sales CRM
First, we analyze sales and loss points, then we collect scripts, integrations and interfaces, and after launch we bring the system to sustainable daily use.
1
Funnel and KPI diagnostics
We record the stages, sources of leads, distribution rules, causes of losses and reports for the manager.
2
Cards and automation design
We determine the structure of the client, transaction, tasks, documents, notifications and integrations with external services.
3
Development and pilot launch
We collect CRM, transfer key data, connect communication channels and test the system on the first group of users.
4
Training and scaling
We update reports, work rules and interfaces based on the actual practice of the team, and not on theory.
What is usually included in a sales CRM?
The composition depends on the length of the deal, the number of managers and document requirements, but the basic framework usually looks like this.
Leads and distribution
Applications from the website, advertising, email and instant messengers with assignment rules and response SLAs.
Deals and funnel
Customer cards, reasons for refusals, checklists and complete touch history.
KPIs and motivation
Plan-fact, conversion by stages and personal indicators of managers.
Documents and payments
Commercial offers, invoices, contracts, acts and payment statuses.
What does a business get after implementation?
The effect is manifested not only in the convenience of the team’s work, but also in the manageability of the commercial unit.
Fewer lost leads
Each request is recorded, distributed and monitored until the result is achieved.
Faster deal cycle
The team works in clear steps, without constant switching between services.
Projected revenue
The manager sees not only the result, but also the real reasons for failures in the funnel.
Cases close to CRM for sales
Examples of systems where we have automated transactions, requests, subscriptions, analytics and the daily work of commercial teams.
ERP system OfficeScanner
ERP platform with a Yii2 front-end: an aggregator of deals, calls, tasks and marketing channels. Modern interface, custom layout, business process automation.
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Office Scanner Yii2 Web Directory
Web catalog of office real estate with a rental and mortgage calculator.
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TeleCola US - TV portal and subscription sales
Portal for streaming, news, subscriptions, online payment.
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