CRM

Professionalise your commercial activity

Professionalise your sales activity with a CRM adapted to your activity. Track your pipeline of opportunities, edit quotes and anticipate resource planningcollaborators from the pre-sales stage. Centralise and share all information on your customers, prospects and contacts.

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The benefits

Better monitoring of opportunities

Visibility into your pre-sales and opportunity levels

Anticipation of the load

Simplified planning in the pre-sales phase with pre-booking of profiles

Centralization of data

A comprehensive view of conversion rates and sales activity performance

How does Stafiz CRM help you grow faster?

A CRM better adapted to your business activity

  • Edit your quotes with profiles, days and rates
  • Calculate the projected profitability of projects
  • Pre-staff profiles in the pre-sales phase to anticipate the workload
  • Track the conversion rates of all your opportunities

Are you interested?

Test Stafiz

Centralise and share customer and prospect account data

Have all the visibility to be more efficient in your commercial approaches

  • Keep track of emails, calls, meetings
  • Share with your employees the accounts that concern them
  • Track turnover, invoicing and project history by client

Create and edit your project quotes

With your graphic design

  • Creation and generation of quotes
  • Customisation of quotation templates
  • Management of products, subcontracting, discounts
  • Include the quote in the proposal

Track the costs of the pre-sales phases

And analyse your profitability as well as possible

Track human costs

From the commercial phase

Track allocated costs

In the commercial phase

Follow the team schedule

During the commercial phase

Track subcontracting costs

From the commercial phase

Do you have any questions?

See a demo!

What we have in addition

  • An integrated pre-sales phase with load forecasting
  • An analysis of the projected profitability of opportunities
  • More simplicity to automatically create the project from the CRM once won
  • A turnover forecast that takes into account opportunities and sales

Our customers speak better than we do

I. Lalet

Development and Support Manager

At Colorado Consulting

 

"Before using Stafiz, we were not able to improve our resource planning rates. Thanks to Stafiz, we manage our capacity much better and have improved our margins."

R. Beziz

Co-Founder

From YouMeO

 

"Managing our projects has become so much easier since we started using Stafiz. The software has allowed us to automate our project and performance management. It has been a real game changer!"

E. Stievenart

Associate Director

At KiMSO Consulting

 

"We highly recommend Stafiz: since the creation of our consulting company, we had tried multiple Excel files. Today,all our data is centralised in Stafiz, and we receive our dashboards in real time."