Platform
Pipeline, quoting, and after-sales service in one customer record, for teams that abandoned their last CRM because nobody updated it.
Demos run on your scenarios, not a canned script.
Overview
Pipeline, quoting, and after-sales service in one customer record, for teams that abandoned their last CRM because nobody updated it.
Features
Pricing and availability come from the ERP at quote time, so what sales promises is what operations can deliver.
Pipeline, quotes, orders, and support tickets sit against the same entity rather than three.
Visits, notes, and orders captured without signal and synced when the device surfaces.
Usage reported by role and by stage, so you find out in week three that nobody is logging visits.
Specifications
| Specification | Value |
|---|---|
| Deployment | Cloud |
| Typical rollout | 6 weeks |
| Mobile | iOS and Android, offline-first |
| Integrations | ERP, email, telephony, calendar |
| Data residency | Vietnam, Singapore, or EU |
| Localisation | English, Vietnamese |
Integrations
Anything not on this list is an integration project, and we will quote it honestly rather than describing it as configuration.
Downloads
In production
Four plants ran four different systems. Consolidated reporting took a fortnight and finance had stopped trusting it.
FAQ
If you need the Salesforce ecosystem, use Salesforce — we implement it too. Ours is a better fit where the quoting needs live ERP stock and pricing, and where the licence cost per field user is the deciding constraint.
Adoption is measured per role from week one and reported to you, not to us. In three of the last five rollouts that report changed the process design in the first month, which is the point of having it.
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Next step
Bring three things that are hard in your current system. We will show you what this does with them, or tell you it does not help.
30 minutes · your data shapes the agenda