Sales audit
Current stages, managers, lead sources and loss points.
CRM • Sales • Control
A CRM where requests are not lost and managers follow a clear process
We design CRM around real sales: lead sources, processing stages, responsible people, required fields, tasks, deadlines and reports.
VanTech
What a CRM project includes
The main purpose of CRM is sales transparency: where the client came from, what stage the deal is at, who is responsible and what happens next.
Pipelines and stages
A clear structure of leads, deals, directions and statuses.
Cards and fields
Customer cards, required fields, directories and validation.
Access rights
Roles for managers, accounting, support and administrators.
Reports
Lead control, conversion, overdue items, activities and sales sources.
Integrations
Website, forms, messengers, telephony, email and external services.
Business result
Business result
Management sees real sales, managers follow clear actions, and website/messenger requests do not remain unattended.
Single customer base
Communication and deal history.
Manager control
Tasks, deadlines, statuses and reports.
Less routine
Auto tasks and notifications.
Transparent sales
Clear pipeline and conversion.
Repeat sales
Segments and reminders.
More control
Weak points become visible.
Process
How we implement CRM
01
Requirements
Business logic and goals.
02
Structure
Pipelines, fields, roles and reports.
03
Configuration
CRM, tasks, notifications and automation.
04
Testing
Real lead scenarios.
05
Training
Daily work in the system.
06
Support
Improvements after launch.
FAQ
CRM FAQ
Can we start simple?
Yes, start with a basic structure and add automation later.
How many pipelines do we need?
As many as your business processes require: sales, service, partners or repeat orders.
Can old data be imported?
Yes, if you have a table or export, it can be prepared and imported.
VanTech
Contact us
Need a system built around your business?
Tell us where leads, tasks or control are being lost. VanTech will suggest the CRM, website and automation architecture.