Build//software // CRM

A simple CRM and accurate quotes, generated in seconds.

Customers, opportunities and quotes in one place, built around how your team actually sells. The configurator checks the options, calculates the price and produces the PDF quote. We build in Iași, Romania, and work with clients remotely.

Discuss your project What it can do
  • customers · pipeline
  • configurator · pricing
  • PDF quotes

01Sound familiar?

Signs your sales process needs a system

If two or three of these sound familiar, you are already losing deals and margin on work an application can do for you.

Quotes are built in Word or Excel from an old quote, with old prices
Discounts are given on gut feeling, without knowing what margin is left
Customers who asked for a quote and never got a follow-up call
You don’t know which quotes are open and what they are worth together
Only one person knows which options work together on a configurable product
Customer history is scattered across inboxes and sales reps’ phones

02What it does

What we build into a CRM with quoting

We start from how you sell today, pick together what brings the most value and build from there.

01
Customers & contacts
Companies, contact people and their full history: quotes, orders, conversations and notes, visible to the whole team.
02
Opportunity pipeline
A pipeline with your real stages, from enquiry to order. See at a glance what is in progress and where deals get stuck.
03
Product configurator
Compatibility rules and required or excluded options. The configurator won’t let you quote something that can’t be delivered.
04
Automatic pricing
Price lists, customer and volume discounts, minimum margins. The price comes out the same no matter who builds the quote.
05
Branded PDF quotes
Quotes with your logo, terms and attachments, generated in seconds and sent straight to the customer.
06
Follow-ups & tasks
Every sales rep has their own list of tasks and callbacks. No quote is left without a next step.
07
Discount approval
Above a threshold you set, a discount needs approval. The decision stays on record: who, how much, when.
08
Accepted quote → order
An accepted quote becomes an order in your ERP in one click, without re-entering products or prices.

03Custom or off-the-shelf

Not every company needs a custom CRM

We’ll tell you honestly if an existing CRM covers your needs. For many sales teams, a well-configured SaaS product is the right choice.

A custom application makes sense when

  • Your products are configurable, with options that depend on each other
  • Pricing follows complex rules: price lists, discounts, margins, exchange rates
  • You need a tight link with your ERP and real stock levels
  • You want to own the code and data, without per-user subscriptions that grow with your team

Off-the-shelf software is enough when

  • Your sales process is standard: lead, quote, order
  • You sell catalogue products or services at fixed prices
  • You don’t need special integrations with stock or ERP
  • In that case we help you choose and configure an existing CRM

04 — Integrations

The quote starts in the CRM, the order lands in the ERP

An isolated CRM means data copied by hand. We connect it to what you already use, so quotes, orders and invoices all start from the same data.

  • ERP & stock
  • Online store
  • Microsoft 365 / Gmail
  • e-Invoicing after the order
  • Electronic signature
  • Phone / WhatsApp links

An example concept: technical configurators for configurable products, such as electrical panels or equipment. The configurator validates each choice and outputs the price and the bill of materials (BOM).

05How we work

From the first conversation to the app your team uses

  1. 01

    Discovery

    We map your real process, the documents involved and who does what. You get a clear scope and an estimate.

  2. 02

    Prototype

    A first working version within weeks, on your own data, so you can see it before committing further.

  3. 03

    Iterations

    We build module by module, with short feedback cycles. You decide the priorities.

  4. 04

    Launch & support

    Data migration, team training, go-live and maintenance. The source code is yours.

06FAQ

What companies ask us about CRM & quoting

For an estimate on your case, a 30-minute call is usually enough.

Why not an off-the-shelf CRM?

If your process is standard, we actually recommend one. Custom pays off when you have configurable products, complex pricing rules or need a tight link with your ERP.

How soon can we use something?

You see the first working module (usually customers and quotes) within weeks. The configurator and integrations are added in stages.

How much does it cost?

It depends on the complexity of your pricing rules, the configurator and the integrations. After discovery you get a clear estimate, split into stages. There are no per-user licences.

Can we keep our own quote templates?

Yes. We start from the quote you send today and turn it into a PDF template with your logo, terms and attachments.

Does it work on a phone, at the customer’s site?

Yes. The application runs in the browser and adapts to small screens, so sales reps can build a quote right from the field.

Other solutions

Let’s see how your quotes can reach customers faster

Tell us briefly how you build quotes today. We’ll get back within 24 hours with an approach and first steps.

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