Sales Management
Sales CRM
From the first opportunity to full customer management
The CRM organises sales activity and turns knowledge about prospects and customers into shared information. It centralises contacts, opportunities, quotations, appointments, communications and tasks, linking them to administrative and operational data when integrated with the ERP.
Who it’s for
- Companies with in-house sales teams or agents
- B2B businesses with structured sales cycles
- Service, manufacturing and distribution companies
- Organisations that want better follow-up and forecasting
The problems we solve
- Contacts and sales notes kept in personal files
- Opportunities forgotten or left out of date
- No shared, reliable pipeline
- Difficulty linking sales activity, quotations and orders
- Little control over campaigns, agents and results
How we work
The CRM defines a common sales process: every lead has an owner, a stage, a probability, planned activities and a history. Management can monitor pipeline and forecasts, while users find communications, documents, quotations and customer information in one place.
Operational benefits
- Sales information shared and up to date
- More discipline in follow-up
- Visibility over pipeline quality and value
- Less reliance on individual files
- More reliable forecasts and better coordination
- A complete history of the customer relationship
Key features
- Customer, prospect and contact records
- Leads, opportunities and sales pipeline
- Diary, calls, visits and follow-ups
- Quotations, orders and commercial terms
- Marketing campaigns and segmentation
- Agent management, targets and commissions
- Tickets, requests and after-sales
- Dashboards, KPIs and sales forecasts
Settori in cui la usiamo
Case studies
Other solutions
Management ERP
iDempiere is a complete open source ERP platform, suited to companies that want to integrate complex processes without being tied to rigid architectures. Labinf Sistemi contributes to the ERP Open Source Italia ecosystem and delivers configurations, industry adaptations and integrations on the version localised for the Italian market. Learn more
HR and Personnel
LIGEPE handles the administrative and organisational management of personnel. It combines time and attendance, access control, shifts, business travel and digital services for employees and managers, with the option to connect to payroll and management systems. Learn more