Product
CRM & Lead Management
Our CRM tracks leads from first enquiry to sale and supports after-sales service, including spares and consumables: stock monitoring, re-order alerts and spare-part sales tracked by product, model and region.
What it covers
Lead management
Capture enquiries, assign them, follow up on schedule and see conversion.
Customer records
Every customer, contact and interaction in one history.
After-sales and spares
Spares inventory, re-order levels and purchase intents.
Sales force automation
Targets and spare-sales tracking by product, model and region.
Made for
- Equipment and machinery sellers
- Service companies
- Sales teams
Set up for you
We configure it with your company details, tax settings, users and reports, migrate your existing data, train your team and stay on for support.
Does the CRM work on mobile?
Yes. It is web-based and works in a phone browser, and a companion app can be added for field teams.
See CRM & Lead Management in action
Ask for a demo and we will walk you through it with sample data from your type of business.