Egyedi CRM: az értékesítési lehetőségtől a szerződésig
WEBAPIX · CUSTOM CRM & SALES OPERATIONS
Give every opportunity a clear path forward.
Connect contacts, deals, quotes, revisions and contracts in a workflow built around how your team actually sells.
One connected commercial workflow
The important details should follow a deal from the first conversation to the agreement.
Customers and sales opportunities
Track contacts, deal owners, pipeline stages and target close dates.
Flexible quote generation
Build detailed, grouped or simplified quotes from the items and services in a deal.
Versions and approvals
Review changes to quotations and route key decisions to the right people.
Contracts and documents
Create a contract from a quote, generate PDFs and track contract status.
Keep the context as deals move forward
Customer conversations, requirements, pricing and contracts often sit in separate spreadsheets and inboxes. A custom CRM can connect contacts, responsibilities, deal stages, quotations and documents so the team shares one accurate picture of each opportunity.
Quotations built around your pricing rules
Complex services and product bundles rarely fit a rigid template. The underlying implementation can generate different quote formats from deal items, with totals, document numbers, versions and approvals where needed. Less re-entry means fewer opportunities for mistakes.
From quotation to agreement
Once the commercial terms are ready, the process can create a related contract, generate documents and manage its lifecycle. Signing, financial integration and internal control points should be designed around your organisation rather than imposed by an off-the-shelf workflow.
WEBAPIX · CUSTOM SOFTWARE
Is your sales process spread across too many tools?
Walk us through the journey from enquiry to contract. We'll design connected sales software that suits your team.