devtradeCRM and client portals
The whole client relationship. One clear picture.
We build CRMs and client portals shaped around how you actually sell and support. The team knows what was agreed, who owns the case and what happens next. The client gets access to the information they need.
Bring order to client serviceCase · Anna Kowalska
Example interface · demonstration data
01 / CRM and client portals
A CRM that follows your process
Not every sale fits the same stages. We design client records, opportunities, tasks and reports around what your team really does. The system can connect sales, delivery and after-sales support.
02 / CRM and client portals
A portal clients come back to
Order status, documents, approvals, support tickets and the history of your work together, all in one place. The client can check progress or send information without digging through an email thread.
03 / CRM and client portals
Example modules
- Company and contact database
- Sales pipeline
- Tasks and reminders
- Quotes and approvals
- Documents and change history
- Service tickets
- Client panel
- Reports and integrations with email, invoicing or ERP — where the interfaces allow it
04 / CRM and client portals
From enquiry to delivery
A new enquiry gets an owner. The quote and what was agreed are attached to the client. Approval starts the delivery tasks. The client follows progress while the team works from one shared history.
Questions
FAQ
Do we have to migrate all the data at once?
Not always. A staged migration is possible, but it needs clear rules about which system data is updated in.
Does everyone on the team see everything?
No. Access is defined by role, team and area of responsibility.
See also
Your next step
Make good service a property of the process.
↗Describe how a client gets from first enquiry to delivery today.
Let us talk about CRM ↗