CRM · Customer Relationship and Sales Management

Developed by Advencore.

Manage your customer relationships and sales processes with Advencore CRM.

Track customer and company records, communication history, sales opportunities, quotes and support requests in a shared system.

We configure Advencore CRM, which we developed ourselves, to fit your sales team’s way of working. We provide installation, user training and ongoing support.

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Track the stage and owner of sales opportunities together.

  • Columns by stage
  • Total amount per column
  • Owner and date
Sales opportunities board · Product screen (sample data, Turkish interface) · Tap to enlarge

From first contact to after-sales support, your customer information in one place.

Advencore CRM is a customer relationship management product that lets you manage customer and company records, communication history, sales stages and customer requests in one place.

The product supports teams working from the same customer information and makes the work that needs follow-up visible.

Key functions covered

  • Customers and salesManagement of leads, customers and company records, as well as opportunities, quotes, orders and products
  • Activities and calendarActivity tracking, meeting and task calendar
  • AutomationAutomation flows triggered by record events
  • Goal managementTracking of revenue and sales cycle targets
  • Support and reportingSupport requests and sales summary dashboard

How can it make your team’s daily work easier?

Customer information

Keep company information in one shared record.

The company record shows company details and the sales opportunities linked to the company together.

  • Industry, location and owner information
  • People, opportunities and quotes in tabs
  • Teams work from the same customer record

Product screen (sample data, Turkish interface) · Tap to enlarge · Swipe sideways

Quote

Prepare the quote from product records and turn it into an order.

Create quote lines from product records. Convert an accepted quote into an order.

  • Quantity, unit price, discount and VAT by line
  • Subtotal, VAT and grand total on the same screen
  • The order is linked to its source quote
  1. Opportunity
  2. Quote
  3. Order

Product screen (sample data, Turkish interface) · Tap to enlarge · Swipe sideways

Sales management

View your open sales opportunities at a glance.

Use the dashboard to see where the sales process is concentrated.

  • Number and amount of opportunities by stage
  • Distribution of opportunities across stages
  • Total number and amount of open opportunities

Product screen (sample data, Turkish interface) · Tap to enlarge

Mobile app

Track sales in the office and on the move.

Follow opportunities, quotes and customer requests in the field and between meetings with the Advencore CRM mobile app.

  • Indicators and sales pipeline on the summary screen
  • Stage, probability of winning and amount in opportunities
  • Status filters for quotes
  • Business card scanning and quick record entry
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  • SummaryCustomer, opportunity, task and meeting indicators with a period filter, sales pipeline and conversion rate.
  • OpportunitiesNumber of open opportunities, open and weighted value. Opportunities are organized in tabs by status.
  • Opportunity detailStage in the sales pipeline, probability of winning, amount and closing date.
  • QuotesFilter by status such as Draft, Pending approval and Approved. Quote number and total.
  • RequestsOpen, pending and closed requests. With priority and status labels.
  • Quick addShortcuts for scanning a business card and adding customers, quotes and tasks.

Product screens with sample data · Tap to enlarge · Swipe sideways for other screens

A setup that fits your teams and existing systems.

Web and mobile access

Access customer information, meetings and your tasks on the web and on mobile devices.

Role- and team-based authorization

Organize users’ access to information and transactions by duty and team.

On-premises installation

Advencore CRM is installed on-premises, on your organization’s own infrastructure, and your data stays there. We plan the installation together, based on your infrastructure and working needs.

Integration capabilities

Data exchange with email, ERP, accounting and other applications can be planned using API and workflow support. The scope of each connection depends on the systems in use and the information to be transferred.

From analysis to go-live, we work alongside your team.

We carry our consulting experience into every step of implementation.

  1. Analysis

    We clarify your customer record structure, sales stages, team roles and reporting needs together.

  2. Installation and configuration

    We install the CRM on your own infrastructure. We configure stages, fields and permissions according to the agreed scope.

  3. Data migration

    We plan and carry out the transfer of your existing customer, company and sales records to the CRM.

  4. User training

    We prepare users for their roles, using your own processes.

  5. Ongoing support

    We support your team during and after go-live.

Frequently asked questions

Is the CRM used only for sales tracking?

In addition to sales tracking, customer and company records, marketing activities, support requests, documents and customer communication can also be managed.

Can customer information be accessed from mobile devices?

Customer information, meetings and tasks can be tracked with web and mobile access.

Can it be used together with existing applications?

Integration can be planned using API and workflow support. What data is transferred and how systems are connected depends on the applications in use.

How is the CRM installed?

Advencore CRM is delivered as an on-premises installation and runs on your organization’s own infrastructure. We plan the installation together, based on your infrastructure and usage needs.

See how Advencore CRM fits your sales and customer relationship processes.

Share your sales processes, your teams’ way of working and your priority needs. In the demo, we will explore the CRM together around those needs.

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