CRM solution to manage your commercial activity
and keep track of their associated costs
Complete management of customers, contacts and suppliers.
Get a global perspective on your commercial actions and sales pipeline.
Get specialised tools for the complete budget and expense management of your sales team.
It allows you to know at all times what you are spending and to calculate the return on your investment.
Main features
Allows complete management of your contacts, suppliers and customers
in a comprehensive and intuitive way
Clients and contacts
Intuitively allows the complete management of Customers, Suppliers or Partners to improve customer service and maximise sales.
Opportunity tracking
Keep track of all your business opportunities and those of your sales team and improve your sales process.
Calendar of activities
The system will remind you of all your activities and pending tasks through work calendars (synchronisation with standard calendar systems).
Electronic signature
Generate commercial documents and contracts from the opportunity file and send them to the client to be signed.
Contact exclusion (GDPR)
Possibility to exclude contacts from commercial activities by means of own or third party "Robinson Lists".
Integration
Allows direct integration with the main corporate customer and contact management systems.
Allows you to keep budgetary control of all your organisation's activities.
with special focus on commercial activities and ROI
Budget life cycle
It allows you to create, manage and control the entire budget cycle of your organisation according to the defined strategic plans.
Flexible configuration
Possibility to establish hierarchical, multi-departmental, common or customised budgets derived from commercial activity.
Expenditure Control
Allows financial and budgetary control and evaluation of return on investment per client and/or promotion.
Activities
Parameterisable templates of commercial activities (trips, meals with clients, events, webinars...) to which you can allocate commercial expenses.
Budgetary Control
Full control of expenditure allocation permissions and possibility to enable/disable budgets by blocking access and allocations.
Business Rules and Compliance
All expenses derived from commercial activity are subject to business rules that control and prevent non-compliance with compliance policies.
