Sales CRM
Sales CRM: contacts, leads, opportunities, quotes, activities, and product catalog. Customer identity lives in the shared parties module; CRM-specific columns (industry, credit limit, account manager) are layered on as an extension.
A good fit for
Sales and customer-facing teams
- Start from a working foundation
- Tailored to your process
- Powered by dForge
The business problem
When the current process stops fitting
Customer details, opportunities and follow-ups are spread between inboxes, notes and spreadsheets.
What changes
A clearer way to run the work
One current view of every customer and opportunity
Clear ownership and next steps for every deal
Quotes, activities and customer history stay connected
What it can cover
Everyday workflows in one place
- 01 Capture and qualify leads
- 02 Move opportunities through your sales process
- 03 Prepare and track quotes
- 04 Plan follow-ups and review the pipeline
Make it yours
The starting point is ready. The final app fits you.
We use the ready-made app to avoid starting from zero, then adapt it around your terminology, responsibilities and exceptions.
Use your language
Rename fields, stages and records so the app feels familiar to your team.
Match your process
Adjust steps, responsibilities, approvals and access to reflect how the work should happen.
Keep changing
Add information, reports and workflows later without replacing the entire system.
Powered by dForge
Simple for your team. Solid underneath.
SweetApps runs on dForge, which provides the database, access control, audit history and reliable application foundation behind the scenes.
- Secure access for different teams and responsibilities
- Your information stays structured and exportable
- Changes can be versioned and reviewed
Could this be the right starting point?
Tell us what your current process looks like. We will help identify what already fits and what should be adapted.
Tell us about your process