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CRM Customer Relationship Management

CRM CUSTOMER RELATIONSHIP MANAGEMENT

Are your meetings stuck in notebooks and your opportunities in people's memories?

With Thinksoft CRM, no customer, no opportunity and no follow-up is ever forgotten.

All contact history, quote processes and the sales funnel in one place, so your team always knows where things stand.

  • Sales Funnel
  • Quote Management
  • Mobile Access

Sound familiar?

The customer's history lives in the sales rep's notebook; when they leave, the memory goes too.
Two teams talk to the same customer without knowing about each other.
You learn which stage an opportunity is in at the weekly meeting.
The move from quote to deal, and deal to order, is tracked by hand.
After-sales: who's handling the support request, where it got stuck — no one knows.

It could be like this

Every customer, every conversation, every quote on record in one place. Opportunities on a board with their stages; who did what and when — all visible. After-sales support requests are tied to the same customer card; customer memory belongs to the company, not to individuals.

Product

Use Cases

The entirety of your sales and customer processes.

Customer 360° View

From a single card, all of a customer's conversation, quote, order, collection and support-request history. Everyone looks at the same picture.

Opportunity & Pipeline Management

Opportunities in a stage-based Kanban view. Which deal stalled where, which one matured — at a glance.

Quote & Contract Management

Template-based quote creation, approval flow and version tracking. Contracts are automatically linked to the relevant customer card.

Activity Tracking

Conversation, visit, email and call records drop onto the customer card automatically; the sales team's daily output becomes visible.

Segmentation & Campaigns

Lists by industry, volume and purchasing behavior; campaigns are defined for target customers.

After-Sales & Support

Complaint, request and warranty processes; SLA tracking and customer-satisfaction measurement are part of the same system.

Process

Our Working Process

Process Analysis

We map your existing sales and customer processes together.

Field & Stage Design

We design opportunity stages, customer fields and team roles with you.

Data Migration

We move your existing customer, past-conversation and opportunity data into the CRM.

Team Training

We train your sales team one-on-one in the CRM's daily workflow.

Measurement & Improvement

We monitor usage data and keep the CRM alive with monthly improvements.

Integrations
ERP systems B2B Dealer Automation Email & calendar Call center & PBX WhatsApp Business Power BI reporting
FAQ

Frequently Asked Questions

Is it complicated to use?

No. We simplify the interface to the sales team's daily workflow; we don't show fields they don't use. The learning curve is short.

Does it talk to our existing email and calendar?

Yes. Your conversations and meetings drop onto the customer card automatically; you don't have to keep separate records.

Can our field team use it on mobile?

Yes. Notes, quotes and order entry during a visit are done on mobile; even without internet, the data syncs later.

Our opportunity stages are unique to us — will they fit the system?

Opportunity stages and fields are set up to your process; we don't impose a standard "American-style" sales process.

Is our competitive and opportunity data safe?

Role- and permission-based access; a rep can only see their own portfolio. Management watches the whole picture; the hierarchy is defined in the system.

Let's move customer memory into the company.

Let's clarify your sales and customer processes together.

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