STORVIAnet · Product guides

Customer relationship management software

Designed for sales teams, business owners and customer relationship managers, CRM simplifies the entire sales journey. Manage contacts, capture leads from multiple channels, prioritise opportunities through a configurable seven-tier sales pipeline, and track sales performance, costs and customer relationships. Streamline follow-ups, improve conversions and drive business growth—all in one smart workspace.

How it works

Connect contacts, activities and opportunities so your team can prioritise follow-up and keep the customer pipeline moving.

  1. Capture

    Register contacts, accounts and lead sources.

  2. Qualify

    Assess needs and prioritise promising leads.

  3. Engage

    Plan follow-ups, meetings and customer activities.

  4. Convert

    Track opportunities, proposals and sales outcomes.

  5. Retain

    Review customer history and identify repeat opportunities.