Sales and CRM

A CRM That Salespeople Actually Use.

A successful business relies on high-quality data and good work organization.

The Most Common Problems in Retail

Information is scattered among employees

Communication history, meeting notes, and important customer information are stored in emails, on phones, or in sales representatives' personal notes.

There is no overview of traders' activities

Management does not have an up-to-date overview of which customers have been visited, which sales opportunities are in progress, and where new opportunities are emerging.

Paperwork takes up the team's time

Salespeople spend too much time filling out spreadsheets, creating reports, and transcribing data instead of working with customers.

It is unclear which activities yield results

The company is unable to easily evaluate the success of sales meetings, proposals, campaigns, or individual salespeople.

How ERPIO Helps Companies Work More Efficiently

ERPIO integrates customers, contacts, business activities, quotes, and orders into a single system. We tailor the solution to each company’s business processes, eliminating the need to adapt to an off-the-shelf solution. Salespeople always have all the information they need at their fingertips. Managers, in turn, have an up-to-date overview of sales results, team activities, and business opportunities. Spend your time on customers, not on filling out spreadsheets.
CRM and Customer Records
Contacts and Communication History
Business Activities and Meeting Scheduling
Quotes
Orders
Calendar and Route Planning
Business Reports
Sales Opportunity Tracking
Mobile Field Work
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Integration with Microsoft 365
Integration with HubSpot CRM
Integration with Google Calendar
Integration with the Pohoda accounting system
Integration with Money S3
Integration with SuperFaktúra
Integration with the Helios ERP System
Integration with FlexiBee
Integration with M-Files
Integration with the HERE mapping platform
Integration with Detrack
Integration with DigiSign
Integration with Finmatics
Integration with Flowii
Integration with Corpis Maps
Integration with Mindee
Integration with Open Bris
Integration with Rekap

Our Clients' Successful Projects

Take a look at the projects we've turned into working solutions together with our clients. Each project is proof that properly implemented technologies and processes deliver real results for companies.
All References
HPM TEC
GurmEko
Integration with Microsoft 365
Integration with FlexiBee
Integration with HubSpot CRM
Integration with SuperFaktúra
Integration with the Pohoda accounting system
Integration with the Helios ERP System
Integration with Microsoft 365
Integration with FlexiBee
Pavol Farkaš
Peter Magát
Service Manager
Integration with SuperFaktúra
Integration with the Pohoda accounting system
Integration with HubSpot CRM

We'll connect your systems. We'll streamline your processes.

Integration with Money S3
Integration with M-Files
Integration with Microsoft 365
Integration with Flowii
Integration with HubSpot CRM
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