CRM
Customer Relationship ManagementUnderstand. Engage. Grow.
Manages customer relationships, sales opportunities and team activity in one application, from the funnel to the field and from collections to reporting.
The problem it addresses
Opportunity, quote, visit and collection information stays with the sales representative; when they leave, the customer history leaves with them. Field expenses and visit plans are not tracked.
Who is it for?
- Sales representatives
- Regional managers
- Sales managers
What does it do?
Funnel and customer
- Stage-based opportunity and quote board with weighted value
- Funnel stages: new, meeting, quote, negotiation, won, lost
- Customer 360 card: contacts, activities, tasks
Field
- Daily visit plan
- Collection accounts and expenses
- Collections, cheque approval and a points system
Reports
- Regional map by province
- Plan tracking and representative report
- Representative performance and vehicle tracking summary
What does it improve?
The sales funnel becomes predictable, customer knowledge stays with the company, and field visits are linked to collections.
How does it fit into your systems?
| Data in | Customer, opportunity, quote and visit records; collection and account information. |
|---|---|
| Access | Through the platform’s single sign-on; the platform is mobile-friendly, so field teams can use it on the move. |
| Analysis | Funnel value, plan attainment, regional and representative performance. |
| Who sees the result? | Sales representatives, regional and sales managers. |
| Who makes the decision? | Cheque approvals rest with the designated approvers. |
Source: product materials (October 2026) and the modules and integration document (November 2026).
CRM — Screens
Images are taken from the product’s demo environment; the data on screen is sample data.
What can you explore next?
Discuss this application with your own data
In a first conversation we discuss your business priorities, your data sources and a suitable unit for a pilot.