BernCRMCRM software tailored to your company
Bring your customers, deals, quotes and your sales team's work into one place. BernCRM is built on the customer and sales core of BernSFA, with screens and workflows shaped around your sales process.
What is CRM software?
CRM (Customer Relationship Management) software keeps everything about your customers and every step of your sales team in one system. Excel lists, email threads and follow-ups kept in someone's head are replaced by a single, shared source of truth.
BernCRM does this without forcing you into a packaged template. Customer fields, pipeline stages, quote templates, approval rules and roles are set up around your company. If you have a field team, it extends with BernSFA on the same data.
Modules
Customer and dealer management
Customer records, contacts, segments, account balance, documents and full activity history on one screen.
Sales pipeline and deals
Deal tracking with your own stages, expected close dates, and win and loss reasons.
Quotes and approvals
Quotes from your product and price lists, discount rules, manager approval and PDF output.
Tasks and reminders
Call, meeting and follow-up tasks, a team calendar and automatic reminders for overdue items.
Communication history
Emails, calls and meeting notes on the customer record: who said what, and when, at a glance.
Reports and targets
Sales by rep, product and period, pipeline conversion, target achievement and live dashboards.
AI assistant
Meeting summaries, next-step suggestions and plain-language report queries for managers.
How rollout works
- 01
Discovery
We map your sales process, roles, existing customer data and ERP setup together.
- 02
Prototype
We show the screens your team will use as a clickable prototype.
- 03
Data migration
We clean and import customer and deal data from Excel or your old system.
- 04
Launch
We train your team, go live and keep improving with ongoing support.
Why BernCRM?
Shaped around you
Instead of bending to a package's fields, the CRM follows your sales stages and approval flow.
Talks to your ERP
Accounts, stock, prices and orders sync both ways with your ERP, so nothing is entered twice.
Extends to the field
When you add a field team, BernSFA's route, visit and mobile ordering modules work on the same customer data.
Your data stays yours
Data lives on your servers or the cloud of your choice, set up in line with data protection rules.
Who it is for
B2B sellers
Companies running long sales cycles with dealers, distributors and corporate customers.
Manufacturing and wholesale
Large product catalogues, account-based pricing and quote-driven sales.
Services and consultancies
Project-based quotes, contract renewals and long-term client relationships.
Companies adding a field team
Selling from the office today and on the road tomorrow; extends with BernSFA on the same data.
Integrations
ERP and accounting
Two-way integration with Logo, Mikro, Netsis, SAP and any system with a REST or SOAP service.
Email and calendar
Where needed, Gmail and Outlook can be connected so emails and meetings land on the customer record.
Web forms
Enquiries from your website forms can open as new deals.
Security
Encrypted traffic, roles and permissions, audit logs and backups.
Frequently asked questions
What is CRM?
CRM (Customer Relationship Management) is software that brings customer information, sales opportunities, quotes and the team's sales activity into one system.
Is BernCRM an off-the-shelf package?
No. Customer fields, pipeline stages, quote templates, roles and integrations are set up for your company. Shared core modules make it much faster to roll out than software built from scratch.
How is BernCRM different from BernSFA?
BernCRM focuses on customers, deals, quotes and sales management. BernSFA adds route, visit, mobile ordering, collections and van sales modules for field teams. Both run on the same data.
Which ERP systems does it integrate with?
Logo, Mikro, Netsis, SAP and any ERP or accounting system that exposes an API or web service, in both directions.
Can we bring our existing customer data?
Yes. We clean and import customers, contacts and deals from Excel files or your old system.
How is pricing determined?
Pricing depends on the number of users, the modules you pick and the integration scope. After a discovery call we share a clear scope and a fixed quote.
Where is our data stored?
On your own servers or the cloud of your choice, with role-based access, encrypted traffic and audit logs.
CRM and ERP guides
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