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CRM

CRM program: everything about the customer, on one card.

Customer details, contacts, terms and payment conditions, interaction history and every quote given to that customer live on the same card. Even if a salesperson leaves, the customer information stays with the company.

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What does CRM do?

Customers, activities, opportunities and sales pipeline. Every conversation on record.

Title, address, tax details, payment terms and conditions in one place. All quote and agreement history is tied to the card.

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Multiple representatives per customer; with title, phone and email. The right person is auto-selected when sending a quote.

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All quotes given to a customer, their status and amounts are listed on the card. Won quotes appear separately.

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If the audit module is on, client acceptance and continuance risk is tracked on the card; the quote consumes that grade read-only.

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Payment conditions and terms are defined per customer; overdue receivables are listed.

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Definitions like sector, segment and source are customizable; reporting uses these breakdowns.

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Excel, or crm?

How it works today

  • Customer information is on the salesperson's phone
  • Nobody remembers who spoke when
  • The same customer can be quoted two different prices
  • Past quotes are lost in folders
  • When a salesperson leaves, the relationship resets

With ERPKolay

  • The customer card belongs to the company, everyone sees the same data
  • Interaction and quote history is recorded in time order
  • Terms and payment conditions are fixed per customer
  • All quotes on the card, listed with their status
  • Handover is done from one screen

Quote Management

Combine service, product, configured and manufactured items in one quote; generate a PDF, route for approval, convert to contract.

Project Management

Work items, time tracking and project profitability.

Payments

Advances, expenses, collections and due date tracking.

Audit

Audit plan, field findings, corrective actions and report generation in one flow.

Field Service

Service request, technician dispatch, mobile forms and customer signature.

Performance

Goals, review cycles and 360° feedback.

Setup

From contract to live, one week.

No months-long analysis phase. Standard setup finishes in five business days; data migration and training are included.

1

Discovery call

We decide together which modules to enable and review your current file structure.

20 minutes
2

Data migration

The records in your Excel files are migrated into the system.

1–2 days
3

Permissions & flow setup

Approval chains and policies are configured for your company.

1–2 days
4

Training & go-live

Two live training sessions, then the system opens.

1 day

Customer tracking with a CRM program

A CRM (customer relationship management) program collects all of a company's customer-facing information and interactions in one place. Its purpose is to make the customer relationship belong to the company rather than to a single person — so that when a salesperson leaves, the relationship is not reset to zero.

CRM and the quote process must work together

Customer tracking alone is not enough; the real value is that the customer card feeds the quote process. Terms, payment conditions and the contact person flow into the quote, and every quote given returns to the card with its status.

Customer risk for audit firms

In audit and independent-audit firms, client acceptance is a separate process. When the audit module is on, the customer card gains a risk tab and the quote consumes that grade read-only — closing the door on picking a different risk grade per quote.

Frequently asked questions

What is a CRM program for?

It collects customer information, interactions, quotes and the sales process in one place. So the customer relationship belongs to the company, not to an individual salesperson.

How does it work with the quote module?

The terms, payment conditions and contact on the customer card auto-populate when a quote is created; every quote given is then listed back on the card with its status.

Is there sales-pipeline tracking?

The sales process is followed through customer and quote statuses; which quotes are pending approval, won or lost is visible.

Will our existing customer list be migrated?

Yes. The customers and contacts in your Excel file are migrated free of charge during setup.

Can we control who sees which customer?

Yes. With role-based permissions, sales reps see only their own portfolio while managers see the whole.

See CRM with your own data.

We prepare a live demo with sample data from your sector. Not a sales pitch — the screens themselves.

Book a demo →