CRM/ERP · sales management
A CRM where every lead has an owner and a next step
We configure the system around the real sales process so management can see the pipeline, tasks and team results.
When it fits
Problems this service solves
✓Leads get lost in messengers and spreadsheets
✓There is no unified pipeline or ownership
✓Management lacks reporting
✓Website, Telegram and sales need to be connected
Project scope
What development includes
+Sales process and status map
+Leads, deals, contacts and companies
+Tasks, reminders and owners
+Employee roles and permissions
+Pipeline and source reports
+Website and messenger integrations
Result
What the business gets
All enquiries are kept in one system
It is clear who should act and when
Management can see the state of sales
Process
How the work proceeds
- Analyze the current process and problems
- Design roles, statuses and data
- Develop modules and integrations
- Migrate data, train users and launch
FAQ
FAQ
Is this an off-the-shelf CRM or custom development?
The project is built around agreed processes. Some parts may use existing components when that is safer and more cost-effective.
Can data be migrated from Excel?
Yes, after checking structure, quality and field mapping.
Can new modules be added later?
Yes. The architecture supports staged expansion of agreed functionality.
Next step
Let’s discuss Sales CRM for your business
WebBro AI will clarify the task and module scope and prepare the next step.
