MODULE
CRM: customers and sales in one place
See your customers, contacts and where each deal stands in one place. Start with the base version right away, and we'll tailor it to your own sales steps.
See it in action
Screenshots of the base version in the WeKeepOn look. Click a picture to enlarge it.
Sales pipeline: deals as cards, on your own stages Partner 360: contact details, open deals and the activity log in one place Deal page: value, expected close, owner and pipeline stage
The data in the screenshots is made up (fictional companies and people).
What the base version does
Customers and contacts
Companies, contacts and everything related to them in one place.
Sales pipeline
Move opportunities through your own stages and see where everything stands.
Who sees what
Decide whether colleagues only see their own customers, or everyone sees everything.
Traceable changes
Every change is logged: who changed what, and when.
Examples you can add – at a fixed price
- Quote tracking: where each quote stands, with a reminder when a customer hasn't replied for days
- A weekly email summary of quotes sent and deals won
- When a quote is accepted, the opportunity automatically moves to “Won”
For every request like this you get a fixed price in advance, broken down point by point. Accepted points are covered by the contractual guarantee.
Always included
- Login, users, roles and permissions
- Separate test and live system
- Daily backups, monitoring, bug fixes
- A log of who changed what, and when
The base system (included with every module)
Start with this module?
Sign up, pick your modules, and your base system is running in a few minutes.