When inquiries live in chats and personal notes, it's hard to tell who has been answered and what was promised to the customer. Business OS CRM brings leads, contacts, companies and deals together in a dedicated app. The manager sees the stage of work and plans the next action.
For sales departments and small teams that need a shared way of working with customers.
Screenshots
What it looks like
Real app windows with a fictional company as an example. Click a screenshot to enlarge it.
Sales pipeline: deals by stage with amounts, customer, contact and owner; “in progress” and “won” totals on the left.The same pipeline in the light theme.Deal card: next action, amount, stage, company, contact, source and details.Dashboard: what needs attention, turnover, average deal size, win rate, sales by month and lead sources.All deals as a list with filters by pipeline, owner, tag and amount.Sales team activities: calls, meetings, emails and tasks by day, with overdue ones in red.
Work tools
What you can do
01
Leads, contacts and companies
Save an inquiry as a lead, then convert it into a contact, company and deal. Linked cards let you keep working without re-entering the basic details.
02
Sales pipeline
Distribute deals across stages and track their movement through the pipeline. The deal card keeps the owner and the details needed for the next contact.
03
Calls, meetings and tasks
Plan actions with due dates. A shared activity list shows what needs doing across different customers without going through every card.
04
Rules for repetitive actions
Set up the supported rules: a notification, creating a task, assigning an owner or adding a label. Start with one clear scenario and test it on your own processes.
Practical scenario
Example: handle a request for a commercial proposal
1
Record the inquiry
Create a lead and note the contacts, the customer's need and the owner.
2
Prepare the next step
Create a deal, choose a stage and schedule a call or meeting. The proposal can be prepared in the Document app.
3
Follow up on the result
Update the stage and set the next action so the agreement doesn't stay only in the chat.
Requirements and compatibility
Access to CRM depends on connected modules and the employee's permissions. Integrations with specific telephony, email services or external lead sources are discussed separately.
Before you start
Questions and answers
If your scenario is different, tell the CODE44 team about it.
Yes. Create contacts, companies and deals as you go. For a first scenario, it's enough to define the pipeline stages and owners.
Is there an activity list across all customers?+
Yes, activities can be viewed in a shared list: calls, meetings, emails and tasks with due dates.
Can CRM be tailored to our process?+
Discuss your stages and repetitive actions. Beyond the existing settings, the CODE44 team can build agreed additional features for your company free of charge.
We want every company to work comfortably. The CODE44 team can build additional features for you free of charge: we will discuss the task, scope and implementation order.
Business OS is updated continuously with the support of a team of more than 40 people. Delivered features and plans are collected in the development plan.
