--- title: "CRM by R&D COPILOT — Turn conversations into a clearer pipeline." description: "Explore a CRM for contacts, opportunities and follow-ups. Plan your sales stages, shared customer history, migration and integrations with R&D COPILOT." canonical: "https://crm.rdcopilot.com/en/products/crm/" language: en updated: 2026-10-06 --- A little more human. A lot more connected. # Good relationships. _Clear next steps._ A CRM for the conversations that move your business forward. Keep the person, the opportunity and the next action together. [Explore the workspace](https://crm.rdcopilot.com/en/products/crm/#crm-demo) [Shape your CRM with us](https://rdcopilot.com/contact/?product=crm) Behind every deal, **there’s a person.** Contacts context a useful next step Implementation enquiries open. Scope, pricing and access agreed per project. Try the relationship desk ## See the deal. Remember the person. Select a card. Change its stage. Keep the context. r. **Relationship desk**Sales team · shared pipeline Interactive workspace ### New business 4 opportunities OwnerReset workspace #### Discovery 2 €13,600 AS€8,400**Atlas Studio**Mara Ionescu Map the approval processToday · 14:00ANL€5,200**Northline Lab**Noah Berg Confirm the decision ownerFriday · 11:00D #### Qualified 1 €12,600 CW€12,600**Cedar Works**Leo Martin Review the importTomorrow · 10:00D #### Proposal 1 €18,000 FS€18,000**Forma Supply**Eva Marin Discuss proposal v2Today · 16:30A The relationship MI ### Mara Ionescu Operations lead Atlas Studio A six-person studio needs one place for new briefs and follow-ups. Confirm who approves each proposal. Opportunity stage #### A shared memory 1. 01 Website inquiry received 2. 02 Intro call: agree the problem to solve 3. 03 Next: map the approval process Next action owner**Alex** Pipeline value: **€44,200**Opportunity values · EUR Atlas Studio selected. Change the stage to try the workflow. Built around your sales rhythm ## From “nice to meet you” _to “let’s get started.”_ Define the journey your team actually follows. Then give every handoff a place, an owner and a reason. 1. 01 ### Give the first conversation a home. Capture the person, their company and the source of the inquiry. Agree on the fields worth keeping before importing a spreadsheet. Contact + company 2. 02 ### Make the next action unmistakable. Assign ownership and a follow-up. Keep notes with the opportunity, so a colleague can pick up the conversation with context. Owner + activity 3. 03 ### Keep proposal decisions visible. Agree on stage definitions, qualification criteria and the decision date. Separate a promising conversation from an accepted proposal. Stage + next decision 4. 04 ### Hand over the agreement, with context. Scope the handoff to delivery or ERP: which records move, who approves them and how failures are recovered. Integrations are agreed and tested per project. [ERP](https://erp.rdcopilot.com/en/products/erp/) The proposal conversation ### Pick up exactly _where you left off._ Open the relationship and see the decision in context: who you are speaking with, what the proposal covers and what needs to happen next. Proposal view · contact, opportunity stage and activity history in one record. [Explore a relationship above](https://crm.rdcopilot.com/en/products/crm/#crm-demo) ![CRM relationship record for Eva Marin at Forma Supply, with Proposal selected, proposal context and activity history.](/product-demos/crm/proposal-record-en.png) Your CRM, thoughtfully implemented ## Start with the way _you work._ Tell us where relationships live today and what gets lost between conversations. We’ll shape a focused implementation proposal. [Discuss your CRM project](https://rdcopilot.com/contact/?product=crm) [Register interest in access](https://rdcopilot.com/account/?product=crm) ### What we define together 01 / People & permissions Teams, ownership, visibility and responsibilities. 02 / Data & migration Useful fields, duplicate rules and a verified import. 03 / Connections & automation Website intake, notifications or ERP handoffs, scoped individually. 04 / Launch & hosting Access, migration, training, hosting region and support agreed before rollout. Implementation foundation: EspoCRM core. Available functions and any extensions are confirmed in your proposal. A relationship doesn’t end at the sale. Explore the next connection. [ERP From agreement to operations](https://erp.rdcopilot.com/en/products/erp/) [IntegrationsConnect your existing tools](https://integrations.rdcopilot.com/en/products/integrations/) [ReportsMake the pipeline readable](https://reports.rdcopilot.com/en/products/reports/) A closer look ## Explore the CRM interface [![Opportunity board with relationship details and activity history.](/product-demos/crm/gallery-overview-en.png)View full size](https://crm.rdcopilot.com/product-demos/crm/gallery-overview-en.png) Opportunity board with relationship details and activity history. [![Forma Supply relationship selected with its proposal and activity history.](/product-demos/crm/gallery-detail-en.png)View full size](https://crm.rdcopilot.com/product-demos/crm/gallery-detail-en.png) Forma Supply relationship selected with its proposal and activity history. Swipe or use the arrows to explore. Image 1 of 2 **R&D COPILOT / CRM** For businesses worldwide. EU-based engineering. Hosting agreed per project. [All products](https://rdcopilot.com/products/) [Privacy](https://rdcopilot.com/privacy/)[Contact](https://rdcopilot.com/contact/?product=crm)© 2026 R&D COPILOT