CRM & prospecting

Manage your prospecting efficiently and keep track of your sales cycles.

Customer and prospect database

Manage prospect and customer account files: organization charts, expected documents, addresses, etc.

Company CV

Manage presentation templates for your employees and generate an employee’s CV in 1 click to showcase his or her skills.

Contact database

Manage prospect and customer contacts.

Commercial relations

Manage and record sales tasks relating to prospects, customers, contacts and opportunities.

Pre-allocation of resources

Pre-assign employees, candidates or subcontractors to opportunities. Also contact your subcontracting partners to find a suitable external resource.

Reference sheets

Manage reference files (past missions and projects, successes, etc.) for reuse in responses to needs or calls for tender.

Opportunities

Declare and follow up opportunities (needs, tenders) detected with your prospects and customers.

CRM discussion thread

Follow and participate in internal discussions on prospects, customers and opportunities.

CRM Alerts

Never miss a planned prospecting action or exchange with a customer again: appointment, call, e-mail reminder, etc.

Referencing management

Track your referrals by customer.

Quotations & sales proposals

Meet the needs of your prospects/customers by creating a sales offer based on your preferred document templates.

Commercial documents

Get a repository of your commercial documents, and also create your own document templates, enriched with data from the software.

Matching

Find the best profile to propose by cross-referencing expected skills, availability and location, among other things.

[Add-on] Electronic signature of quotations

Send a secure link to your prospect/customer to view and sign your proposal electronically.

Available resources

Track the availability of your resources (in-house, subcontractors and candidates) and send an e-mail with your inter-contracts to your partners.

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