BUSINESS SYSTEM

CRM System for Client and Deal Management

Manage clients, deals, activities, and marketing campaigns in one structured platform. Kanban pipeline, forecasting, and communication history all in one place.

Description

Manage clients, deals, activities, and marketing campaigns in one structured platform. Kanban pipeline, forecasting, and communication history all in one place.

For service businesses with EU funding, CRM helps structure client service, communication flows, and the sales process in a way that is visible, traceable, and easier to defend in audits and reporting.

Key features

Contact managementCompanies, people, custom fields, and a full relationship history log.

Sales pipelineKanban view, deal stages, forecasting, and conversion reporting.

Communication trackingEmail integration, call logging, notes, reminders, and activity timeline.

Workflow automationAutomation rules, scheduled reminders, and lead scoring for follow-up.

Who uses it

Services

Track client enquiries, proposals, and relationship history end-to-end.

Retail and wholesale

B2B sales cycles, dealer management, and customer self-service portal.

Consulting

Project dossiers, key contact tracking, and business development pipelines.

Ready to see the system in action?

Invite us to a meeting. We show the system in a live demo environment filled with data from your sector — no commitment required.

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