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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 Shape your CRM with us

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 deskSales team · shared pipeline
Interactive workspace

New business

4 opportunities

Discovery 2

€13,600

Qualified 1

€12,600

Proposal 1

€18,000
Pipeline value: €44,200Opportunity 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
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
CRM relationship record for Eva Marin at Forma Supply, with Proposal selected, proposal context and activity history.
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 Register interest in access

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 IntegrationsConnect your existing tools ReportsMake the pipeline readable

A closer look

Explore the CRM interface

Opportunity board with relationship details and activity history.View full size
Opportunity board with relationship details and activity history.
Forma Supply relationship selected with its proposal and activity history.View full size
Forma Supply relationship selected with its proposal and activity history.

Swipe or use the arrows to explore.

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