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People · Sales

PeopleCRM

Customers and deals, fast from the phone.

Companies, contacts, opportunities and activities in four tabs, with the next step always in view, the management KPI dashboard and the budget per department.

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CompaniesContactsPipelineBudget
How it works

Companies, contacts, opportunities and activities, fast from the phone.

1ContactName and phone are enough: the rest is under "More".
2OpportunityOne-off and monthly value, stage and expected close.
3ActivityCall, meeting or email, and straight away the next step.
4OfferThe People Offerte quote moves the stage.
5ResultsKPI dashboard and budget by department and line.
Why choose it

Customers and deals, fast from the phone.

01Three taps from the phone

Call, note how it went and set the next step with one hand.

02Always the next step

Every open deal has a next date: if it's missing, it lands in "Today".

03Numbers for management

Conversion, hit rate, lead time and phased budget compared with revenue.

Everything it does

People CRM

01Companies and contacts

  • One register, shared with the whole suite
  • Status: prospect, customer, former customer
  • Call, WhatsApp, email and Maps in one tap
  • Duplicate warning on creation
  • Source, tags and marketing consent

02Opportunities and pipeline

  • Stages with configurable probabilities
  • Column pipeline with one-off and recurring totals
  • Lost with a reason, in two taps
  • Weighted forecast month by month
  • Stalled deals highlighted

03Activities and Today

  • Calls, emails, meetings, notes and tasks
  • "After the call": outcome, note and next step
  • Today: to do, overdue, no next step
  • Reminders and morning summary
  • Tasks assigned to colleagues

04Offers, email and timeline

  • New quote from the record, with People Offerte
  • Quote outcomes move the stage
  • Emails with templates, logged automatically
  • Timeline of everything that happened
  • Search everywhere by name, phone, VAT number

05KPI dashboard

  • Offer conversion by number and value
  • Quarterly hit rate and median lead time
  • Average ticket of won projects
  • Active customers in the last 12 months
  • New recurring revenue acquired

06Budget and sales material

  • Budget by department and product line
  • Monthly phasing and approved versions
  • Comparison with revenue imported from the ERP
  • Sales material per product: documents and videos
  • Excel import and export, saved filters

Switch on what you need

Pipeline and activitiesKPI dashboardBudget

Budget and KPIs are switched on for those leading the sales area.

Who it's for

SalespersonSales managerManagementAdministration
Works well with

One module leads to another.

Each module is built for a specific job and also works on its own. Together they share people register, permissions and audit.

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Tell us about your process.

In 45 minutes we show you the modules you need, with realistic data and no slides.

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