Sales and customer management system (CRM)
For B2B companies with a dedicated sales team that need to manage leads, customer follow-ups, contracts and collections. The demo shows a sales workspace, full customer lifecycle management, a drag-and-drop opportunity board, contract payment tracking and multi-dimensional sales reports. In the sample data, each customer's follow-up history unfolds in order of sales stage, and each follow-up method matches its content. In mobile browsers, the customer list is shown as cards.
Features
Design and technical highlights
- Drag-and-drop opportunity board
Opportunity cards move between six stages by drag and drop, and win rate and weighted forecast update instantly. Marking a deal as lost requires a reason, for later review.
- A sales workspace built around reminders
Customers due for follow-up are listed by next follow-up date, with overdue ones flagged. Together with the sales funnel and team target progress, one screen shows what to do today.
- From contract to payment
Each contract is split into a payment schedule. Upcoming and overdue payments are detected automatically, and partial payments can be recorded with one-click reminders.
- Complete interaction details
Global search (shortcut /), table sorting, filtering and pagination, bulk owner reassignment, and instant form validation. New data is saved in the local browser.
Screenshots
Mobile layout
How the same pages look on a 390 × 844 phone screen, swipe left or right to view.
Tell us about your business. Based on this demo, we will suggest a solution and give you a quote range.