How Stafiz CRM benefits your organization?
Enhanced Pre-sales Insight
Centralize all data for a clear view of opportunities and streamline resource allocation with intuitive pre-booking
Proactive Workload Management
Anticipate capacity planning and optimize resource demands in the pre-sales phase
Performance Dashboard
Get a comprehensive snapshot of conversion rates and overall sales activity to drive better results
How does Stafiz CRM help you grow faster?
Accelerate Growth with Stafiz CRM
- Tailored for You: Our CRM is meticulously designed to align with the unique nuances of your business
- Precision Quoting: Craft quotes detailing profiles, durations, and rates to reflect true project value
- Project Profit Forecasts: Delve deep into future revenue and profitability insights, to add to your sold project revenue and margin forecasts
- Resource Anticipation: Pre-assign profiles during pre-sales, ensuring optimal capacity planning and readiness
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Book a demo and test Stafiz for 15 days
Streamline & Share Client Data with Ease
Have all the visibility to be more efficient in your commercial approaches
- Unified Client Database: Centralize and share essential data on customers and prospects for enhanced sales approaches
- Track Every Interaction: Log all emails, calls, and meetings, ensuring consistent communication
- Financial At A Glance: Monitor client-specific turnover, invoicing, and project history for strategic insights
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Craft Comprehensive Project Quotes and forecast opportunities revenue and margins
With your graphic design
- Effortless Quote Creation: Streamline the creation and generation process to get your quotes out faster with reliable data
- Tailored Templates: Personalize quotation templates to reflect your brand's distinct design and ethos.
- Detailed Quote Management: Incorporate product details, subcontracting, and special discounts seamlessly.
- Seamless Integration: Embed your detailed quote directly within the proposal for a cohesive presentation.
Gain Clear Insight into Pre-Sales Costs
for Better Profit Analysis
Staff costs: Monitor the expenditures linked to staff and team involvement
Detailed Cost Allocation: Understand where every penny goes with precise tracking of allocated expenses
Team Schedule Oversight: Stay updated on commercial team schedules, ensuring efficient resource utilization
Subcontracting Expenditure: Keep a close eye on all subcontracting costs to maintain budgetary control.
Do you have any questions?
Our customers say it best
Isabelle Lalet
Head of Development and Support at Colorado Consulting "Before using Stafiz, we were unable to improve our resource planning rates. Thanks to Stafiz, we manage our capacities much better and have improved our margins.."
Raphaël Beziz
Co-Founder of YouMeO by BearingPoint "Managing our projects has become so much easier since we started using Stafiz. The software has enabled us to automate our project and performance management. It's been a real game-changer!"
Emeline Stievenart
Associate Director at KiMSO Conseil "We highly recommend Stafiz: since the creation of our consulting firm, we had tried multiple Excel files. Today, all our data is centralized in Stafiz, and we receive our dashboards in real time.."