Industry-specific internal CRM tailored to sales process and pricing rules
Typical client: Sales and account management teams with industry-specific processes
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The challenge
A generic CRM does not fit the sales process, account hierarchies and pricing logic, leading to low adoption and parallel spreadsheets.
The solution
A tailored CRM with the company's actual account hierarchy, pricing rules, quoting and pipeline stages — integrated with ERP and email.
Business benefit
Reps actually use the system, forecasts become reliable and quotes follow approved pricing.
Key capabilities
- Account hierarchies and territory rules
- Quoting with approved pricing logic
- Pipeline with custom stages and forecasts
- Activity capture from email and calendar
- ERP-linked customer and order view
How it works
- 1Lead is captured and routed by territory rules
- 2Opportunity progresses through custom pipeline stages
- 3Quote uses approved pricing logic and is sent for approval
- 4Won deal becomes an order in the ERP
Related solution examples
Job and project management application with cost, time and document tracking
Project status, hours, materials and documents are spread across spreadsheets and folders, making margin and progress visibility unreliable.
Operational management dashboard combining ERP, CRM and operational data
Management decisions rely on weekly Excel exports stitched together from multiple systems — slow, error-prone and out of date.
Let's look at what is slowing your business down
A short introductory call to review your current process, the main challenges and possible directions. No technical sales pitch, no commitment.
Tell us about your project
About two minutes to complete. We respond within one business day.
