Customers and contacts
One record per customer with every contact person, phone number and address the team currently keeps in personal phones.
- Multiple contacts per company
- Full interaction history
- Ownership by sales rep
03CRM & sales · Sri Lanka
CRM Software That Keeps Your Customer Follow-Ups From Going Quiet
Customers, enquiries, follow-ups, quotations and pipeline in one system — configured to the way your sales team works. Customers tell us the change is simple: customer information and follow-ups are finally organised in one place instead of scattered across notebooks, phones and spreadsheets.
- Every enquiry assigned by name
- Follow-ups that surface before they go cold
- Quotation history per customer
- Shares data with the ERP
The spreadsheet stops working at about fifty customers
Shared sheets survive a small list. Past that, three failures show up in every business we assess.
- Customer knowledge lives in one salesperson’s phone, and leaves when they do.
- Nobody can say which enquiries from last week are still unanswered.
- Two people quote the same customer different prices, and only the customer notices.
A CRM does not fix a sales team, but it removes the excuse of not knowing. Every enquiry has an owner, every customer has a history, and the follow-up list is a screen rather than a memory.
CRM modules we build
Built as modules, so you can start with enquiry capture and follow-ups and add quotations and pipeline reporting once the team is using it daily.
Leads and enquiries
Every enquiry captured at the point it arrives — call, WhatsApp, website form — and assigned to someone by name.
- Source tracking
- Assignment rules
- Response-time visibility
Follow-ups and reminders
The reason most deals go quiet is that nobody followed up. Scheduled follow-ups make that visible before it costs a sale.
- Scheduled next action
- Overdue follow-up lists
- Activity per rep
Pipeline and opportunities
Stages named after how your team actually sells, so a pipeline review takes minutes instead of a round of phone calls.
- Configurable stages
- Expected value and close date
- Win/loss reasons
Quotations
Quotations produced from your price list and stored against the customer, so revisions and approvals stay traceable.
- Versioned quotations
- Approval before issue
- Convert to sales order
Communication history
Notes, calls and meeting outcomes logged on the customer record — the account survives a staff change.
- Chronological history
- Attachments
- Shared team visibility
Sales reporting
Pipeline value, conversion rates and activity by rep, produced from the data the team already entered.
- Pipeline by stage
- Conversion and loss analysis
- Rep activity summary
ERP integration
When the CRM sits alongside our ERP, a won deal becomes a sales order without re-entry, and credit position is visible while quoting.
- Shared customer master
- Order handover
- Outstanding balance visible to sales
CRM or ERP — which do you need first?
These get confused constantly, and buying the wrong one first wastes a year.
| CRM | ERP | |
|---|---|---|
| Main question it answers | Who are our customers and what happens next with them? | What did the business actually do, and what did it cost? |
| Core records | Leads, contacts, follow-ups, quotations | Stock, purchases, invoices, accounts, production |
| Primary users | Sales and customer-facing staff | Stores, purchasing, accounts, management |
| Start here if | You are losing enquiries and follow-ups | Your stock, billing or accounts do not reconcile |
Many of our clients end up running both against one shared customer record. If you are unsure which is urgent, describe the problem to us and we will tell you which system solves it — including when the answer is that you do not need the other one yet.
CRM questions answered
What is CRM software used for?
A CRM keeps every customer, enquiry and follow-up in one place, with the history of what was discussed and what was promised — so nothing depends on one salesperson’s memory or personal notes.
What is the difference between CRM and ERP?
A CRM manages the relationship before and around the sale — leads, follow-ups, quotations, customer history. An ERP manages the execution of the business — stock, purchasing, accounts, delivery. Many of our clients run both, sharing one customer record.
Is the CRM suitable for a small sales team?
Yes. Small teams tend to feel the benefit first, because the alternative is usually a shared spreadsheet. Customers have told us that follow-ups and customer information became properly organised for the first time after moving onto the system.
Can the CRM track quotations and pipeline stages?
Yes. Lead stages, opportunities, quotations and sales activity are standard modules, and the stage names are configured to match how your team actually sells.
Can we start with CRM and add ERP later?
Yes. Starting with the area that hurts most and extending later is a common path, and one reason we build in modules rather than selling a fixed suite.
Related pages
Walk us through how you sell
Describe your enquiry-to-order process and we will show you the CRM configured against it, then quote the build in writing.