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.
What CRM does
Customer card
Title, address, tax details, payment terms and conditions in one place. All quote and agreement history is tied to the card.
Contacts
Multiple representatives per customer; with title, phone and email. The right person is auto-selected when sending a quote.
Linked to quotes
All quotes given to a customer, their status and amounts are listed on the card. Won quotes appear separately.
Risk assessment
If the audit module is on, client acceptance and continuance risk is tracked on the card; the quote consumes that grade read-only.
Account & terms tracking
Payment conditions and terms are defined per customer; overdue receivables are listed.
Customer definitions
Definitions like sector, segment and source are customizable; reporting uses these breakdowns.
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. See which project actually makes money.
Payments
Advances, expenses, collections and due date tracking. Overdue receivables on your desk each morning.
Audit
Audit plan, field findings, corrective actions and report generation in one flow.
Field Service
Service request, technician dispatch, mobile forms and customer signature. Closed from the field.
Performance
Goals, review cycles and 360° feedback. Results written back to the HR file.
From contract to live, one week.
No months-long analysis phase. Standard setup is done in five business days; data migration and training included.
Discovery call
We decide together which modules to enable and map your current file structure.
20 minData migration
Records from your Excel files are imported into the system.
1–2 daysPermissions & flow setup
Approval chains and policies are tuned to your company.
1–2 daysTraining & go-live
A two-session live training, then the system is opened.
1 dayCustomer 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.
Related guides
Deepen the topic with practical, no-jargon guides for SMBs.
What is a sales funnel (pipeline) and what are its stages? A guide to managing the process from lead to closed sale.
Read the guide → Ways to Prevent Customer LossWhy are customers lost and how do you retain them? Prevent churn with follow-up, relationship management and early warning.
Read the guide → How to Prepare a Professional Price QuoteHow do you prepare a quote that wins the job? What a quote should include, common mistakes and the importance of quote follow-up.
Read the guide →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.
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