Advanced CRM
From sales pipeline to support tickets — your customer's whole story on one card.
What does it do?
Advanced CRM unifies customer, supplier and dealer relationships with pipeline, activity and support records on one stakeholder card.
- Shows every stakeholder history on one card
- Measures stage-based sales conversion
- Reduces lost opportunities with reminders
Who is it for?
- SMBs with a sales team
- Businesses tracking proposals and negotiations
- Teams recording customer requests
Sales pipeline
Drag-and-drop pipeline: New → Contact → Proposal → Negotiation → Won, with total pipeline value per stage.
Stakeholder cards
Customer, supplier and dealer cards; source tracking shows where each customer came from.
Activity log and reminders
Every interaction is logged; next-step reminders make sure no opportunity is forgotten.
Support tickets
Support tickets, complaints and feedback tracked in connection with the customer card.
Performance and conversion analytics
Stage-based conversion rates and team performance in one report.
A simple flow from setup to result.
Record the stakeholder
Create the customer, supplier or dealer card with its source.
Move the opportunity
Drag proposal and negotiation stages on the Kanban pipeline.
Measure the result
Track conversion rates and team performance in reports.
Advanced CRM add-on
Added to your paid plan; includes 5 CRM users.
- Sales pipeline and Kanban view
- Activity, ticket and feedback management
- Team performance reports
You can request a quote in the app for additional CRM users.
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