Custom CRM Development
We bring customer, deal, quote and sales team management into a CRM built for your company. Because it is built on the core of our own product, BernCRM, it goes live much faster than software written from scratch.
Related product
What's included
Customers and Sales Pipeline
Customer and dealer records, contacts, segments and deal tracking with your own stages.
Quotes and Approvals
Quotes from price lists, discount rules, manager approval and PDF output.
ERP Integration
Two-way sync of accounts, stock, prices and orders with Logo, Mikro, Netsis and SAP.
Reporting and AI
Sales and target reports, live dashboards and an AI assistant that summarises meetings.
Questions
Why a custom CRM instead of an off-the-shelf one?
Packaged CRMs are designed for a generic sales process. A custom CRM is built around your customer fields, discount and approval rules and your ERP, so your team doesn't have to work around the system.
Do you build it from scratch?
No. We add your requirements on top of the ready core modules of our own product, BernCRM, which cuts cost and time significantly compared with building from scratch.
Can we bring our existing data?
Yes. We clean and import customers, contacts and deals from Excel files or your old system.
Can our field team use it too?
Yes. If you have a field team, BernSFA's route, visit, mobile ordering and collection modules are added on the same customer data.
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