CRM for SME
AI-powered Customer Relationship Management system designed to optimize outreach, manage pipelines, and scale sales operations for small and medium enterprises.
Business Value
Reduces manual outbound effort by up to 70%, increases sales pipeline visibility, and improves lead conversion rates through automated AI agent follow-ups.
Key Features
- Leads & Sales Pipeline: Manage your entire sales funnel from lead capture to deal closure. Visual Kanban board for tracking opportunities through qualification, proposal, negotiation, and won/lost stages.
- Customer & Order Management: Complete CRM with customer profiles, contact management, and order tracking. Create quotes, manage proposals, and convert deals into orders seamlessly.
- Products & Inventory: Advanced product catalog with hierarchical storage tracking through warehouses, shelves, and bins. Real-time inventory management with automated barcode/QR label generation.
- Flexible Workflows: Define custom business processes and track real-time progress with automated status updates and a dedicated execution wizard for streamlined operations.
- Knowledge Base: Centralized Wiki for all documentation and procedures. Features Full-Text Search and short-code indexing for rapid information retrieval.
- Integrated AI Assistant: Powered by local LLM technology. Get instant context-aware support for terminology, guidelines, and system navigation directly from the header.