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CRM and sales management platform for B2B teams
B2B services

CRM and sales management platform for B2B teams

Follow every lead, quotation and client in one place: leads from website and WhatsApp, sales pipeline, quotations and orders, call centre scripts, reminders and team performance reports. Live in 3 to 6 weeks.

Updated 6 Nov 2026

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Minimum order
1 units
Lead time
21-42 days

Product overview

A CRM for sales teams that still work in notebooks, WhatsApp threads and separate Excel files: leads arrive from the website, WhatsApp and phone into one pipeline, quotations and orders stay attached to the client, reminders stop deals from going quiet, and managers see real numbers per salesperson, live in three to six weeks.

What it does

  • Lead capture from website forms, WhatsApp, phone and imported lists
  • Sales pipeline with stages, owners and next-action reminders
  • Quotations, orders and full follow-up history per client
  • Call centre scripts, call outcomes and callback scheduling
  • Price lists and discount rules per client or market
  • Targets, conversion rates and team performance reports
  • Mobile app for salespeople visiting clients

Rollout

  1. Pipeline and process review, 2 to 4 days
  2. Configuration of stages, roles and templates
  3. Import of clients and leads from Excel
  4. Team training, pilot week, then full use

Integration and support

The CRM connects to your ERP, online store and invoicing through a REST API, so an accepted quotation becomes an order without retyping. Data stays yours and can be exported at any time. Support runs for 12 months, with optional maintenance afterwards.

Questions about CRM and sales management platform for B2B teams

Can the CRM receive leads from WhatsApp?
Yes. WhatsApp Business, website forms and phone calls all create a lead with its source recorded, so you can see which channel brings the deals that actually close.
How many users are included?
There is no seat limit in the quoted price; the server is sized for your team. Each user gets a role, so a salesperson sees only their own clients while a manager sees the whole pipeline.
Can we import our existing client list?
Yes. Clients, contacts and past deals are imported from Excel or CSV during setup, with duplicate checking. Export back to Excel is available at any time, so your data never gets locked in.

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