CRM and Customer Tracking

Are Your Customer Records Scattered Across Excel and Phones?

Who called when, what was discussed, what is the next step? If you spend time searching for answers to these questions, we consolidate your customer tracking in one place.

Get a Quote via WhatsApp

Do you face these problems?

❌ Your customer records are scattered across Excel, diaries and phones.
❌ You check paper notes to remember who was called and when.
❌ You cannot track which sales proposals have been answered.
❌ You forget to call back customers who need follow-up.

What do we do?

✅ We consolidate all customer records in a single panel.
✅ We log call history and notes in chronological order.
✅ We set up automatic follow-up reminders: a notification arrives when it is time to call.
✅ We integrate WhatsApp and Telegram: you send and receive messages from the panel.
✅ We set up a sales funnel tracker: you see proposal, meeting and closing stages.
✅ We generate weekly and monthly reports: which customer is at which stage is clearly visible.

What does the CRM hold?

✅ Customer record: contact details, company, interest and where they came from, in one place.
✅ Conversation history: who called, what was discussed, which offer was made, in date order.
✅ Reminders: the next step and its date; a notification arrives when the time comes.
✅ Tags and segments: warm, waiting, lost — you define the groups yourself.

Because records sit in a single panel, handovers get easier too: when someone leaves, the customer history does not leave with them. If you also want the panel connected to your other programs, see system integration.

How do we proceed?

1 Listen

We learn your current customer tracking method.

2 Proposal

We present in writing which features we will set up and what we will connect.

3 Setup

We set up the system and migrate your existing data.

4 Handover

We stay by your side until you and your team are comfortable using it.

Let us discuss your customer tracking. The first consultation is free.

Get a Quote via WhatsApp

Frequently Asked Questions

Can I import my existing Excel data?

Yes. Your existing customer list in Excel, CSV or any other format is imported into the system in bulk.

How many people can use it simultaneously?

There is no limit. Everyone on your team can access the system at the same time with their own login.

How does WhatsApp integration work?

You can send WhatsApp messages directly to customers from the panel and view incoming messages.

Can I access it from my phone?

Yes. The system runs in a browser; it can be accessed from a phone, tablet or computer.

Is my data safe?

Data is stored on encrypted servers. Access permissions are set on a per-user basis.