Quotes are built in a word processor
Prices come from a spreadsheet, the layout comes from last time, and nothing that goes out of the door is connected to what you can actually supply.
Customer Relationship Management
A pipeline that ends in delivered work
Contacts, deals, quotes and sales orders in the same platform that runs production, stock and finance — so winning the work and doing the work are not two systems.
Eight tools · Quote to sales order to invoice · Same catalogue as Procurement
Illustrative product view with sample data. Request a live walkthrough.
Before Caspian ERP
The CRM stops exactly where the work starts
A deal is marked won, and then somebody re-types the whole thing into the system that actually delivers it.
Won deals are re-keyed
The order is entered again into operations, with a fresh chance to get a quantity, a price or a delivery date wrong.
The forecast is a conversation
Pipeline value depends on which version of the spreadsheet you opened and how optimistic the last update was.
What it does
From first contact to a sales order the operation can act on
The commercial side of the same platform, using the same items, people and ledger.
Contacts and the relationship around them
Customers and the people inside them, with the history in one place.
- Contact and company records with owners
- Activity history against the relationship, not in an inbox
- Visible to the people who need it, restricted where you want
- Import from your existing list
Deals with a pipeline that means something
Opportunities with stage, value and expected close, updated by the people who own them.
- Deals with stage, value, probability and owner
- Pipeline view by stage and by owner
- Activities logged against the deal as it progresses
- Won deals hand over to a sales order without re-keying
Quotes built from the real catalogue
Quotes assembled from the same items the rest of the platform uses.
- Line items from the shared item catalogue
- Consistent pricing and tax treatment
- Versioned, so you know what the customer actually received
- Converted to a sales order on acceptance
Sales orders the operation can deliver against
The accepted order becomes the instruction to produce, pick or ship.
- Sales orders with lines, dates and status
- Visible to production and the warehouse, not just to sales
- Stock availability checked against real warehouse records
- Invoiced in Finance from the same order
Forecast and analytics
A pipeline forecast built from the deals people are actually working.
- Forecast by period, stage and owner
- Conversion analytics across the pipeline
- Win and loss visible per owner and per customer
- The same numbers the KPI dashboard reads
Contact to cash, without a re-key
Each document is created from the last, and the operation sees the order as soon as it is won.
Contact
Deal
Quote
Sales order
Delivered
Invoiced
Every tool in the module
Eight tools across the commercial cycle
Sales, but connected to the operation that has to deliver.
CRM Dashboard
Pipeline, activity and conversion on one screen, for the people who own the numbers.
Forecast
Expected revenue by period, stage and owner, built from live deals rather than a monthly submission.
Analytics
Conversion rates, win and loss analysis and pipeline movement across the sales team.
Contacts
Customer and contact records with owners and the full history of the relationship.
Deals
Opportunities with stage, value, probability and expected close date.
Quotes
Customer quotations built from the shared item catalogue, versioned and convertible to an order.
Sales Orders
Accepted orders the warehouse and production can act on directly, and Finance can invoice from.
Activities
Calls, meetings and follow-ups logged against contacts and deals so the history survives a handover.
Connected, not bolted on
Winning the work and doing the work, in one system
This is what a CRM inside an ERP is actually for.
Orders become production
A sales order is visible to production and can be met with work orders against real component availability.
Promises checked against stock
Availability comes from actual warehouse records, so a delivery date is a commitment rather than a hope.
Orders become invoices
Invoicing works from the same order and the same catalogue, so what was sold and what was billed agree.
Who lives in it
For the commercial side of an operations business
Sales that has to be able to promise a real date.
Account manager
Owns contacts and deals, quotes from the real catalogue, and can see whether the operation can actually deliver.
Commercial manager
Reads a forecast built from live deals rather than chasing the team for a spreadsheet before every board meeting.
Operations planner
Sees the sales order the moment it is accepted, and plans production and stock against it.
Yours to shape
Configure CRM to how you sell
Project sales, service contracts and product supply need different pipelines.
- Define your own pipeline stages and probabilities
- Decide whether quotes require approval above a value threshold
- Choose whether deals are visible to the whole team or only to their owner
- Set the numbering and terms that appear on quotes and sales orders
- Turn off forecasting and analytics if you run a simple order book
CRM · Settings
| Setting | Value |
|---|---|
| Pipeline stages | Custom (6) |
| Quote approval | Above threshold |
| Deal visibility | Team |
| Quote → sales order | One click |
| Forecast period | Quarterly |
CRM questions we get asked
Does a won deal create the operational work?
A won deal becomes a sales order, and the sales order is visible to the warehouse and production directly. That is the point of running the CRM inside the ERP — nobody re-types the order into a second system.
Where do quote prices come from?
From the shared item catalogue that procurement, inventory and finance also use. That is what keeps what you quoted, what you shipped and what you invoiced consistent.
Can we check stock before promising a date?
Yes. Availability comes from actual warehouse records rather than a separately maintained figure, so a promised date can be based on what is really on the shelf.
Is the forecast something the team has to submit?
No. It is built from the deals people are already updating, with stage and probability. If nobody updates their deals the forecast will say so, which is itself useful.
Can sales see operational data, or only their own?
Whatever you decide. Every tool carries its own permissions, so an account manager can be given visibility of stock and order status without access to finance or HR.