Dashboard
An overview of key figures and daily work.
SBT CONSULTING & SOLUTIONS
SBT CRM
From customer relationships to your sales process — discover SBT CRM.
A SOLUTION BUILT FOR YOUR BUSINESS
SBT CRM
Take control of your sales processes
Bring customer, sales, order and finance processes into one view.
SBT CRM / Dashboard
Source product screen · sample data
SBT CRM capabilities
Workspace
Calendar
A calendar view for meetings and planned work.
Tasks
Organize daily tasks and action steps.
Projects
Keep project work together in a dedicated section.
Sales
Leads
Work with new inquiries and potential customers.
Deals
Track sales opportunities and deal stages.
Sales pipeline
View sales stages in one place.
Campaigns
A dedicated area for sales campaigns.
Customers
Customers
Customer records and contact details in one place.
Companies
Organize information about the companies you work with.
Customer requests
Track incoming customer inquiries and requests.
Operations
Orders
One area for working with customer orders.
Visits
Organize records of customer visits.
Stock and warehouse
Work with product, stock and warehouse information.
Documents
Keep business documents in a dedicated section.
Finance
Contracts
Work with contract information and documents.
Finance
A unified view of business financial information.
Invoices
Keep track of invoice information in one section.
Communication
Calls
Work with records of customer calls.
A dedicated workspace for the WhatsApp contact channel.
Telegram
A workspace for the Telegram contact channel.
Emails
Organize email work in one area.
Email templates
Templates for recurring email messages.
Management
Analytics
An analytical view of CRM data.
Reports
Business indicators presented through reports.
Attendance
Work with team attendance information.
Users
Manage system user records.
Settings
Configure system and account settings.
Help and subscription
Help
Information and help for using the system.
Subscription
View subscription and plan information.
