As a Sales Manager, you use CRMconnect as your team's command centre: track which quotes are awaiting feedback, identify missed follow-ups, and unblock orders stuck in approval. Every task has an owner and a deadline, removing the need to track progress via fragmented WhatsApp chats or mental notes.
Every issued quote automatically triggers a scheduled follow-up. Any overdue task appears on the manager's dashboard the following day, ensuring nothing slips through the cracks.
Discounts exceeding standard limits trigger an automated approval workflow. Managers can approve requests directly from their mobile device, with the decision permanently linked to the quote for audit purposes.
Leads from web forms, social media, or email land directly in the CRM. They are automatically assigned based on your rules, ensuring the first available rep responds while the lead is hot.
Automate lead capture from any source, distribute them to your team based on custom rules, and track conversions from initial contact to closed deal.
Centralise quotes, negotiation history, and internal approvals for a fast and transparent sales process.
Assign, track, and automate team tasks directly within your CRM, featuring deadlines, smart notifications, and native integration across all modules.
Digitise internal approvals - quotes, discounts, purchases - with configurable role-based and threshold-based workflows. Eliminate email delays.
Configure and track multiple commercial processes simultaneously, each with its own custom stages.
Keep your team synced with automated alerts and contextual notifications triggered by CRM actions.
Start a free trial for your team and track your sales pipeline for 14 days. Pricing from 12 EUR per user/month.