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FEATURE CRM

Integrated CRM for managing the entire sales cycle

TRILAY ERP+ integrates sales management with operational and administrative processes. The CRM organizes prospects, opportunities, customers, activities and representatives on a single platform, connecting sales follow-up with sales, quotes and each customer's information.

Sales follow-up connected to the entire operation
The problem it solves

From disconnected sales management to an integrated CRM

When prospects, opportunities and activities live in separate spreadsheets, follow-up and traceability of the sales cycle are lost.

Disconnected management

Disconnected sales management

  • Prospects and opportunities in spreadsheets
  • No pipeline visibility
  • Activities and calendar not centralized
  • Scattered contact history
With TRILAY ERP+

Integrated CRM

  • Prospects and opportunities centralized
  • Visible sales pipeline
  • Calendar and activities in one place
  • Complete contact history
Included features

Manage the entire sales cycle on one platform

Confirmed features of the TRILAY ERP+ CRM.

Opportunities

Opportunity management

  • Prospect management
  • Sales opportunities
  • Sales pipeline
  • Opportunity follow-up
  • Sales representative management
Activity

Sales activities

  • Tasks and activities
  • Sales calendar
  • Contact history
  • Customer management
Communication

Sales communications

  • Sales campaigns
  • Newsletters
  • Sales quotes
  • Communication follow-up
Integrations

Calendar and integrations

  • Google Calendar integration
  • Integration with sales
  • Integration with customers
Benefits

Why integrate the CRM

A single database for sales follow-up.

01

Visible pipeline

Opportunities and progress stages always in view.

02

Organized representatives

Owners, tasks and activities per opportunity.

03

Centralized calendar

Activities and meetings coordinated with Google Calendar.

04

Sales communications

Campaigns, newsletters and quotes with follow-up.

05

Connected to sales

From sales follow-up to the sale, with no duplicate data entry.

06

Complete history

Every contact and communication is recorded.

Frequently asked questions

Frequently asked questions

Does the TRILAY ERP+ CRM integrate with sales?
Yes. The CRM integrates with sales, customers and quotes, connecting sales follow-up with the operation.
Does it manage the opportunity pipeline?
Yes. It records prospects, manages opportunities, follows the sales pipeline and assigns responsible representatives.
Does it include a calendar and Google Calendar integration?
Yes. It offers a sales calendar and Google Calendar integration to coordinate activities and meetings.
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Related features

Organize your sales management with TRILAY ERP+

Request a demo and we will show you how the CRM integrates with sales, customers and quotes.