As a Sales Director, CRMconnect provides a stage-based pipeline, monthly and quarterly weighted forecasts, and granular team activity logs-updated live from daily operations, not from Friday spreadsheets. With customer data, pricing, and balances pulled from the same source as your ERP, your reports always reflect the financial truth.
Every opportunity includes a stage, value, estimated closing date, and owner. Weighted value is calculated automatically, and the gap between forecast and actual performance remains visible for every team member.
Monitor planned vs. actual visits, quotes issued, orders received, and customers untouched for over a month. One-to-one reviews start from a single version of the truth, shared by both manager and rep.
Pricing, stock levels, outstanding balances, and invoices flow via native connection from your ERP (such as SAP Business One, Microsoft Dynamics 365, or Sage). You don't need to replace your financial system to gain commercial visibility.
Configure and track multiple commercial processes simultaneously, each with its own custom stages.
Manage your sales team from a single platform: track activity, KPIs, and individual performance. Drive commercial productivity.
Centralise quotes, negotiation history, and internal approvals for a fast and transparent sales process.
Every customer detail-history, orders, communication, and documents-available in a single unified view.
Define strategic objectives, measurable key results, and track team progress directly from the CRM, aligned with real business activity.
Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.
Start your 14-day free trial, import your open accounts, and view your forecast after the first week. No card required.