Turning fragmented customer information into a manageable sales process
When customer details, meeting notes, product options, price lists, and proposal documents live in separate places, teams struggle to see the current state and prepare accurate offers.
Because product, pricing, discount, payment, and approval rules vary across organisations, the solution needs to behave as a configurable business platform rather than a fixed form.
One centre from customer relationship to order
The platform connects customer and contact management with relationship history, activities, lead assignments, and project records, allowing sales teams to progress without losing customer context.
Product attributes, variants, price lists, discount limits, payment terms, and proposal templates are configurable. Reporting and export tools provide operational and management visibility.
What it enables
Daily sales operations move from customer records through products and pricing to proposals and orders in one system. Connected records let the sales team progress while preserving customer context.
A modular data model and organisation-level configuration allow the same product core to adapt to different operational rules.
Core product capabilities
360-degree customer view
A connected model for organisations, people, addresses, contacts, and relationship history.
Sales activity and opportunity tracking
Lead assignment, status history, activities, campaigns, and notification workflows.
Product and pricing engine
Dynamic product attributes, variants, price lists, coefficients, discounts, and payment options.
Proposal and order management
Controlled workflows from project files and combined proposals to approvals and order conversion.
Technical scope
- .NET and ASP.NET Core MVC
- SQL Server
- Entity Framework Core and Dapper
- Role-based access
- PDF/Excel proposals and reports
- Notification, email, and integration services