CRM and sales opportunities
Flowgres helps you manage your customer relationships in one place.
Gainfull control of the sales process – from the first contact to closing the deal,
without the chaos of Excel, without unnecessary switching between tools.
Lead registration
and sales funnel management
Don’t lose any potential customer. Record leads from forms, emails, sales calls.
You know what is in progress, what is pending, and what needs action.
Customer management
and contact information
Build a full customer file – contact information, notes, decisions, preferences. The team has access to the entire history of cooperation and always knows what was agreed upon.
Create quotes, orders
and related documents
Prepare quotes and orders directly in the CRM.
Link them to specific clients, opportunities and projects. Have all your documents in one place, up-to-date and organized.
Reporting of results
and analysis of sales indicators
Check how many opportunities are being closed, the value of the sale and where opportunities are being lost.
Track trends and results on charts, dashboards and in numbers, on a regular basis.
What you gain. Measurable effectiveness of Flowgres
More winning opportunities – clear funnels, priorities and reminders help close more deals
Shorter sales cycle – all information and documents are at hand, so nothing blocks decisions
Greater predictability of results – statuses, milestones and sales data allow for more accurate forecasting
Better collaboration of the sales team – working together on one system eliminates duplication and miscommunication
Full customer context – contact history, documents and activities collected in one place
What is the process of
customer collaboration
in Flowgres?
Flowgres adapts to you
You don’t have to change your sales process – Flowgres adapts to you:
- Custom fields for customers, contacts and offers,
- The ability to create dedicated views for different roles in the team.
Find out how Flowgres can help your team:
Customer Management
This feature allows you to collect comprehensive customer information such as contact information, communication history, preferences, and purchase history.
Intuitive and easy-to-use customer management tools to quickly add, edit, and view customer data.
Ability to create custom fields for customers to customize the system to meet specific business needs.
Bid and Order Management
Create and track commercial offers and customer orders.
Ability to assign offers to specific customers and projects.
Notification and status monitoring system for offers and orders, allowing quick response to changes and updates.
Sales Performance Analysis
Reports and analytics on sales activity, including key performance indicators (KPIs) such as number of deals closed, value of sales, or duration of the sales process.
Data visualizations such as charts or reports to quickly understand trends and identify areas for optimization.
Personalizable dashboards that allow users to customize the view to their own preferences and needs