CRM and sales monitoring

Track prospects and follow-ups in the CRM

Organize commercial opportunities and find your team's next actions.

Qualify a prospect

Create an identifiable file with useful contact details. Classify the prospect in the stage corresponding to the commercial relationship to distinguish a first contact from an active request.

Prepare for follow-up

Plan a next action with a date and a person responsible. Note the elements useful for resuming the file so that another member of the team understands what has been agreed.

Link the relationship to sales

When a prospect becomes a customer, find their profile and associated documents. Keep sales reminders separate from tracking unpaid invoices, even if they concern the same contact.

What to note after a commercial exchange?

Keep the prospect's need, what was agreed and the next action with its date and manager. For example: send a quote for five workstations, then call the contact back on the agreed date. Another employee must be able to take over the file without reconstructing the entire exchange.

What is the difference between sales follow-up and debt collection?

The commercial follow-up accompanies an opportunity, a quote or a purchasing decision. Debt collection follows up on amounts due after invoicing. Choose the follow-up corresponding to the file to avoid treating a simple price request as a late payment.