CRMconnect for B2B services bridges the gap between sales and delivery. A signed contract automatically triggers a project with defined milestones, tasks are tracked per client, and recurring invoicing is fully automated, including e-invoicing compliance. With renewals and support tickets on a single client record, you never miss a milestone.
When an opportunity is won, the project opens using the same data: scope, deadlines, stakeholders, and documents. The delivery team no longer needs to hunt for context from the sales department.
Tickets are assigned priority, deadlines, and owners. Response and resolution times are visible at the client level-providing essential data for contract renegotiations and renewal discussions.
Track Monthly Recurring Revenue (MRR), identify contracts expiring in the next 90 days, monitor delayed projects, and assess team capacity-all without manual reporting.
Manage the entire contract lifecycle - creation, approval, signing, and renewals - natively within your CRM.
See the module for b2b services →Plan, track, and coordinate projects natively within your CRM: tasks, teams, deadlines, and budgets all in one place.
See the module for b2b services →Assign, track, and automate team tasks directly within your CRM, featuring deadlines, smart notifications, and native integration across all modules.
See the module for b2b services →Issue compliant e-invoices, manage recurring subscriptions, and automate your entire billing workflow.
See the module for b2b services →Centralise customer requests, automate ticket allocation, and track status until resolution.
See the module for b2b services →Every customer detail-history, orders, communication, and documents-available in a single unified view.
See the module for b2b services →Start your free trial today and turn your first contract into a project with clear milestones and automated billing.