CRM Software

CRM that also
issues the invoice.

From first contact to paid invoice — no export, no retyping, no second tool. Pipeline, quotes, orders, and Finance in one system.

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100k+

items in catalog

85%

forecast accuracy

1 klik

quote - invoice

Sales pipeline

Contact

Qualified

Demo

Quote

Closed

active deals

347.200 €

pipeline value

64%

win rate

What is CRM software?

CRM (Customer Relationship Management) software is a tool for tracking customers, deals, and communications in one place. It replaces scattered Excel sheets, emails, and sticky notes — giving every salesperson one clear view of where their deals stand.

Entexia CRM builds on this: not just tracking, but the entire sales flow — from the first call to a paid invoice — without switching between tools.

Who needs CRM software?

B2B distribution

Track orders, sales orders, and customers in one system.

Agencies and consultants

Projects, quotes, and follow-up without one extra email.

SaaS and IT companies

Pipeline from trial to closed contract with one view.

Why you lose money without CRM

27%

of potential deals are lost purely due to delayed follow-up (HBR 2024)

4-8 hrs

a month a salesperson wastes searching emails and retyping into Excel

58%

of companies have no pipeline visibility — manager can't forecast revenue

CRM that closes deals for you

Every deal tracked, every follow-up automated, every invoice one click away.

Visual pipeline with drag-and-drop

Drag deals between stages with one pull. Pipeline value, expected closings, and win rate in real time on one view.

Contact and company database

Full interaction history — emails, calls, meetings, notes — for every contact. Segmentation by tags, region, industry.

Quote - Order - Invoice (no retyping)

Generate a quote from the catalog in minutes. Customer accepts - one click - sales order - invoice in Finance. No copying.

Automatic follow-up reminders

Deal without activity 7 days - reminder to salesperson. 30 days - escalation to manager. No opportunity missed.

Win/loss analysis and forecast

Why did we lose? At which stage? Which competitor won? Revenue forecast with 85% accuracy from historical data.

Catalog with 100k+ items

Typeahead search by name, code, EAN. Price lists, per-customer discounts, currency variants. Sync with WMS stock.

From contact to paid invoice

Entexia CRM integrates with Finance and WMS — no retyping.

Lead into CRM

Lead arrives via form, call, or import. Automatically assigned to salesperson by region or industry.

Pipeline and reminders

Deal moves through stages. 7 day delay - reminder. 30 days - escalation. Manager sees all in one view.

Quote from catalog

Pick items from catalog (typeahead, 100k+), set discounts and price lists, send PDF.

Invoice in 1 click

Customer accepts - sales order - invoice in Finance. WMS reserves stock. No retyping.

Entexia CRM vs. standalone CRM

For 15 users, including Finance + WMS integration.

Feature	Entexia CRM	Standalone CRM
Visual pipeline
Contacts + interaction history
Quote - Order - Invoice (one system)
Automatic follow-up reminders		partial
WMS and Payroll integration
Win/loss analysis		partial
Price (15 users / month)	75 €	225-1350 €

Standalone CRM prices: Salesforce Starter €25, HubSpot Starter €15/user/month (2025).

Frequently asked questions about CRM

Does Entexia CRM work without a separate invoicing tool?

Yes. Entexia CRM integrates with the Finance module — from an accepted quote, an invoice is created with one click, no retyping or export to another tool. Everything stays in the same system.

How many users can access the CRM software?

There is no user limit. The CRM is included in all Entexia plans — add salespeople, assistants, and managers without paying per seat.

Can I import existing contacts and deals from another CRM?

Yes. Entexia supports import via CSV/Excel. Ready-made mapping templates exist for Salesforce, HubSpot, and Pipedrive. Import does not overwrite existing data — dedup by email and company registration number.

How does email and call tracking work in this CRM?

Every email reply sent from Entexia or BCC'd to the integration address is automatically attached to the contact. Calls are logged manually or via integrated VoIP notes — with date, duration, summary.

Does CRM include task and meeting management?

Yes. Each deal has its own task list, deadline, and responsible person. Google Calendar and Microsoft 365 Calendar integration syncs meetings in both directions.

What happens when a customer doesn't accept a quote?

Closed (lost) deals are analysed in the win/loss report — showing stage, loss reason (entered by the salesperson), competitor, and value. The data informs coaching and sales process revision.

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