CRM 803, all of sales in one place
Contacts, quotes, contracts and work orders in one system, instead of in email, spreadsheets and notebooks. Built on our WFM system and adapted to your process.
What it does
A ready foundation we adapt to the way you work.Contacts
Everything about a client in one place: people, history, documents.
Quotes and contracts
From templates, with numbering, statuses and reminders.
Work orders
From quote to work order to completion, without retyping.
Warehouse
An optional warehouse module with serial numbers and delivery notes.
In the field
Mobile access for field teams.
Overview
Reports on sales, work orders and deadlines.
How we roll it out
From the first demo to everyday use.Process review
We document how you work today and where time is lost.
Configuration
We set up modules and fields to match your process.
Data migration
We import contacts and history from spreadsheets or your old system.
Rollout
Team training and support in the first weeks.
Where it runs
A solution already running at our clients.4tel
Telecom operatorCRM and warehouse with serial numbers, delivery notes and work orders.
Remova
Service company, AustriaModular ERP with a field-worker app, in German: quotes, contracts, work orders and invoices.
Frequently asked questions
If you don't find an answer here, send us an enquiry. We reply within one working day.Is CRM 803 an off-the-shelf product?
The foundation is ready and running at our clients, and we adapt each installation to the company's process.
Can it run on our server?
It can run on our server or yours, as agreed.
Does it connect to the website?
Yes. Website enquiries can go straight into the CRM as new contacts.
Tell us what you need
We reply within one working day with a proposal and an estimate.Thank you, your enquiry has been sent.
We reply within one working day with a proposal and an estimate.