Sales CRM: from the first call to the quote, on one record.
A sales CRM brings each customer’s calls, messages, quotes and sales status together on one record. The sales team sees what was promised to whom, and managers follow on the board which quotes are still waiting.
Who it’s for
Teams that send quotes and follow up with customers by phone and WhatsApp
Includes
CRM, quoting, WhatsApp CRM
Setup
3–6 weeks
Starting price
Setup from €2,900
From scattered messages to one customer card
The sales team at an example company that sells and installs air conditioning, the quarter before and the quarter after CRM, quotes and WhatsApp shared one card.
Late-night messages
A WhatsApp sent after hours stays on one salesperson's own phone, and nobody knows who will answer it.
The message opens a customer card, an auto-reply goes out and it sits in the owner's tasks next morning.
No unanswered messagesWriting quotes
Prices are copied from an old spreadsheet and the quote reaches a third version in Word.
Lines come from the price list and the quote is built from the customer card in minutes.
Quote in 4 minutesFollow-up calls
The salesperson calls a week later without knowing whether the quote was read.
A notification arrives when the quote is opened; a customer who opens it twice gets a follow-up task.
Calls on the right dayWon deals
The approved quote is typed again into an order and a work order.
The approved quote becomes an order and a work order from the same card.
No retypingof quotes turned into sales at the example company, up from 22% the quarter before, once follow-up calls moved to the day the quote was opened.
How an enquiry turns into a sale
Scroll, and the sales board moves through the real steps in order.
Enquiries don’t get lost
An enquiry from the phone, a form or WhatsApp lands in the first column of the board. It’s clear straight away who will handle it.
The quote comes from the same record
The quote is built from your product and price list, goes to a manager for approval if needed, and is sent to the customer as a PDF or a link.
You know when the customer opens it
When the quote link is opened, the sales rep gets a notification. The follow-up call is based on that, not on guesswork.
A won sale becomes an order
The approved quote is turned into an order or an invoice, and the month-end sales report builds itself.
Programs in customers and sales
Each one is a separate module. You start with the one you need, and the rest can be added to the same core later.
09:04 · Sales office
Lucas answers last night's message in the morning; Julia's needs, location and budget are already on the card.
How it’s set up for your industry
The modules stay the same; the fields, statuses and reports change with your business.
Let’s stop quotes going unanswered.
On the call we draw your sales process stage by stage. At the end of discovery you see a first clickable version of the board.
Sales CRM: common questions
Ask anything not covered here on the call, and we’ll send the answer in writing too.
Is customer management software different from a CRM?
Most of the time they mean the same thing. Customer management software is mostly used for records and reminders, while a CRM adds sales deals, stages and reports. At Pirdir the CRM module covers both.
How do WhatsApp messages get into the software?
Through the WhatsApp Business API. An incoming message lands on the right customer record based on the phone number; if the number is new, a new record is opened. The team replies from the same line.
Can I import my existing customer list?
Yes. Exports from Excel, Google Sheets or your old software are imported, and duplicate records for the same customer are merged during the import.
Can the sales team use it on their phones?
Yes. Customer records, notes, call logs and sending quotes all work on the phone.
How is the price worked out?
It’s made up of a one-off setup fee and a monthly usage fee per user. Setup starts at €2,900 and includes the core and two modules; each extra module is €650. Usage is €24 per user per month, with a minimum of 5 users. Prices are in euros and exclude VAT; the final price is confirmed in writing after discovery.
Let’s hear about your business in 20 minutes.
The call is free. By the end you’ll know which modules you need, how long setup will take and what it will cost.
On the call you’ll speak with Anıl and Hatice. They are also the ones who build your software.