Customer Relationship Management
CRM System for Client and Deal Management
Manage clients, deals, activities, and marketing campaigns in one structured platform. Kanban pipeline, forecasting, and communication history all in one place.
Contact management
Companies, people, custom fields, and a full relationship history log.
Sales pipeline
Kanban view, deal stages, forecasting, and conversion reporting.
Communication tracking
Email integration, call logging, notes, reminders, and activity timeline.
Workflow automation
Automation rules, scheduled reminders, and lead scoring for follow-up.
EU project fit
For service businesses with EU funding, CRM helps structure client service, communication flows, and the sales process in a way that is visible, traceable, and easier to defend in audits and reporting.
Who uses it
Services
Track client enquiries, proposals, and relationship history end-to-end.
Retail and wholesale
B2B sales cycles, dealer management, and customer self-service portal.
Consulting
Project dossiers, key contact tracking, and business development pipelines.
Ready to see the system in action?
Invite us to a meeting. We show the system in a live demo environment filled with data from your sector — no commitment required.