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viventrova

Business Software & Integration

Custom CRM Software and Customer Tracking

CRM software that brings customers, quotes and sales into one place: lead tracking, quote management, follow-up reminders and sales reports.

The problem

Leads come in from the website, phone calls, WhatsApp and trade fairs, but they often end up in a sales rep's phone, a spreadsheet or nowhere at all. Nobody knows which customer received which quote and when, who is waiting for a reply, or why an opportunity was lost. When a sales rep leaves, the customer history leaves with them. And managers have to collect separate reports every week just to see the real state of the sales pipeline.

What we do

We start by mapping your sales process step by step: where leads come from, who handles them, how quotes are prepared and at what stage deals close. We build the CRM around those stages, using your own terminology. Requests from website forms, WhatsApp and email flow into the system automatically, so no lead gets lost. Your sales team sees each customer's history, open quotes and next step on one screen, and the system reminds them when follow-ups are due. If you use an ERP or accounting software, we keep customer accounts and orders in sync with the CRM. If an off-the-shelf CRM meets your needs, we recommend and set it up; if your business rules are unique, we build one from scratch.

How we work

  1. Discovery call

    We listen to your business, your goals and where things stand today, and gather what we need for a quote.

  2. Written quote

    We put the scope, timeline and price in writing. If something out of scope comes up, we talk first.

  3. Build

    We show progress at short intervals and move ahead with your approval at every step.

  4. Measure and support

    After launch we measure the results, report on them and keep improving.

Frequently asked questions

Off-the-shelf CRM or custom CRM?

If your sales process is standard and your team is small, an off-the-shelf CRM is often enough, and we're happy to recommend and set one up. If your quoting, approval process or ERP integration needs are unique, a custom CRM gives better results.

What's the difference between CRM and ERP?

CRM manages the customer side: leads, quotes, meetings and the sales process. ERP manages the internal side: stock, purchasing, production and accounts. Together, they show the whole journey from first contact to invoice in one flow.

Can we import our existing customer list?

Yes. We clean up customer data from spreadsheets, email or your old system and import it. Removing duplicate records is an important part of the process.

Is customer data stored in line with data protection rules?

We build the CRM with permissions, access logs and data retention rules. We review together which data is kept for which purpose and whether your privacy notices cover it, and recommend working with your legal advisor on the legal assessment.

Will our sales team actually use it?

An unused CRM is worthless, so we keep screens simple and automate data entry as much as possible. During the transition we train your team, monitor usage and simplify the steps where people get stuck.

Let's talk about this service.

A short call is enough to pin down the scope and timeline.