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GestiumERPGestiumERP

From first contact to order, without re-entering data

The GestiumERP CRM module follows every deal from prospect discovery to the first order: qualification, opportunities, quotes, meetings, e-mails and follow-ups. A prospect is a GestiumERP third party: they become a customer automatically when their quote is converted.

GestiumERP
Prospects
Opportunities
Pipeline
Quotes
CRM ✓Prospect → CustomerNo re-entry
Calendar
E-mails
Reminders
Reporting
Main features

The whole front end of sales, from prospect to order

Prospects, opportunities, quotes, activities, calendar, e-mails, reminders and indicators: the CRM module shares GestiumERP's third parties, quotes, salespeople, users and permissions.

Prospects

Full qualification record: source, status, temperature, score, headcount, estimated revenue, loss reason. Guided Excel / CSV import with duplicate detection and a rejects report.

Opportunities

Deals tracked by stage, amount, probability, expected close date and salesperson, with a history of every stage change and a loss reason when a deal is lost.

Pipeline

One column per stage and drag-and-drop to move a deal forward, or a grid with filters, grouping and gross and weighted totals.

From quote to order

Quote created or linked from the opportunity. When it is converted to an order, delivery or invoice, the deal is won and the prospect becomes a customer.

Sales activities

Calls, meetings, e-mails, tasks and notes, plus tracked SMS and WhatsApp. Minutes, outcome and quick entry from the prospect, customer or opportunity.

Sales calendar

Calls and meetings planner, a "to do" list with the number to dial, one-click postponing and drag-and-drop rescheduling.

E-mails

Send from any record, with merge-field templates, attachments and the quote as a PDF. Every sent e-mail creates an activity in the third party's log.

Reminders & alerts

Notifications to the salesperson concerned: overdue activities, prospects without contact, missed close dates, expired or cancelled quotes. Each alert opens the right record.

Reporting

Conversion rate, weighted pipeline by stage and salesperson, revenue won by source, loss reasons, completed and overdue activities.

Security & setup

Segregation by salesperson, view, add, edit, delete and print rights. Stages, sources, reasons and e-mail templates fit your sales cycle.

Why the CRM module?

One tool, one database

✓
One tool, one databaseThe CRM shares GestiumERP's third parties, quotes, salespeople, users and permissions. It is not a tool next to your management software: it is part of it.
✓
From prospect to customer without re-entryConversion happens by itself when the quote is converted, and the third-party code is kept: the prospect's history follows the customer.
✓
The quote at the heart of the dealCreation, linking, stage progress and won amount are automatic. No gap between what sales promise and what the company invoices.
✓
A readable pipelineKanban and grid, gross and weighted totals, a history of every stage change: who moved the deal, when and why.
✓
No follow-up forgottenCalendar, "to do" list, notifications and alerts: meetings and calls are no longer scattered.
✓
Complete traceabilityCalls, meetings and e-mails stay in the third party's log, far beyond the salesperson's memory.
✓
Clean dataGuided import, duplicate detection in the file and in the database, exportable and re-importable rejects report.
✓
Each salesperson in their own scopeEveryone sees only their own portfolio; the manager sees everything. Stages, sources, reasons and templates fit your sales cycle.
From prospect to order0 re-entry
6pipeline stages provided by default: Discovery, Qualification, Proposal, Negotiation, Won, Lost
Prospect → customer conversionAutomatic
Deal stage and amountUpdated by the quote
Stage changesLogged
From quote to order

A deal that moves forward by itself

The quote is the common thread of the deal. Creating, linking and converting it advances the opportunity and converts the prospect, in the same validation.

✓New quote from the opportunity: it opens pre-filled (customer, salesperson, link to the deal)
✓Linking an existing quote: the deal moves to the "Proposal" stage and takes over its amount
✓Conversion to an order, delivery or invoice: the opportunity becomes Won and the prospect becomes a customer
✓Several quotes per deal are possible; the won amount is that of the winning quote
✓Expired or cancelled quote: the salesperson concerned is notified
OpportunityAuto
Converting the quote...
Quote converted to an order
OpportunityWon ✓
ProspectNow a customer ✓
Third-party codeKept ✓
Won amountThat of the quote ✓
Stage historyLogged ✓
Activity logKept ✓
Before / After

Without the module, with the CRM module

Without the CRM module
With the CRM module
✕Prospects in Excel files, outside the management software
✓Prospects in the GestiumERP database, imported once
✕Prospect re-entered at their first order
✓The prospect becomes a customer when their quote is converted
✕Deals tracked in spreadsheets or notebooks
✓Shared opportunities, stages and Kanban
✕Quotes tracked separately from the deal
✓Quotes linked to the opportunity, stage and amount updated
✕Forgotten follow-ups, scattered meetings
✓Calls calendar, "to do" list, alerts and notifications
✕Exchange history in the salesperson's memory
✓Chronological log per third party, tracked e-mails
✕No view of upcoming revenue
✓Weighted pipeline and indicators per salesperson
✕Unknown reasons for losses
✓Loss reason recorded and analysed
Who is it for?

Suited to every sales team

The CRM module is for companies that manage a portfolio of prospects and issue quotes, from one to many salespeople.

TradingDistributionServicesProductionSales teamsSales managementOne salesperson or manyGestiumERP users (sales, stock, treasury, accounting)
Pricing

A price that fits your sales team

The CRM module is an option of GestiumERP. Get a free, personalised estimate based on the number of salespeople and workstations.

Optional
GestiumERP CRM moduleOn quoteOption of GestiumERP

For companies that want to connect the sales front end to sales, stock, treasury and accounting.

✓Prospects, opportunities, pipeline
✓Quotes linked to the deal
✓Calendar, e-mails and reminders
✓Reporting indicators
✓Segregation by salesperson
✓Freely configurable sales cycle
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