CRM & Sales OS

Customer management that fits your processes.

Centralised customer overview, deal pipeline, activity tracking and automated follow-ups. A CRM that works exactly the way you need it to.

What the system can do

Centralised customer overview

All customer data, contact history and documents in one place. No more searching across different systems.

Deal pipeline

Visual pipeline management for all sales opportunities. Drag & drop, stages and probability scoring.

Activity tracking

Automatic logging of all interactions. Emails, calls, meetings — everything documented.

Automated follow-ups

Reminders and automated emails so no lead slips through the cracks.

Reporting & analytics

Real-time dashboards for pipeline value, conversion rates and team performance.

Integrations

Seamless connection with email, calendar, telephony and your existing tools.

Typical use cases

This solution is ideal for:

  • Sales teams that need structure and visibility
  • Companies moving from Excel or notes to a real CRM
  • Businesses that find HubSpot, Salesforce & co. too complex or expensive
  • Teams that need to map custom processes
  • Companies looking to systematise lead follow-up

Possible technologies

Next.jsSupabasePostgreSQLTailwind CSSResendCal.comCustom API

The exact tech stack is tailored to your specific requirements.

From idea to system

01

Discovery

Day 1-2

Understand requirements, plan architecture

02

Prototype

Day 3-5

First version for testing and feedback

03

Development

Day 6-14

Full implementation

04

Launch

Day 15+

Go-live, training, support

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not on improvisation.

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CRM & Sales OS - Kundenmanagement | BIS Innovation