Customers and sales

Live

CRM

A CRM you shape around your business — your fields, pipelines, rules and reports.

From company and contact cards to quotes, from the pipeline to post-sale setup, it brings your sales team into one place. You set up cards, fields, stages, rules and reports without code, and your team works from their phones in the field. We switch CRM on in your account together with you.

Excel: import with preview
VIES: EU VAT number validation
PWA: mobile in the field

Open account Write to us

Your account opens with HR; we switch CRM on together if you want it.

How it works

01
Set up your cards and fields
Arrange company and contact cards with drag and drop; add your own fields.
02
Bring your data
Upload Excel, map the columns, preview on the card, import.
03
Define your pipeline
Stages, the requirements to enter them and the business rules are yours.
04
Send quotes, follow up
The customer opens the quote from a link and approves it; forecasts and reports stay current.

Who it’s for

B2B teams that sell with quotes
Sales reps who visit customers in the field
Companies whose process doesn’t fit the fields of an off-the-shelf CRM

Example

The path of a quote

An illustrative flow; it does not describe a real business.

Drafting
You pick three items from the catalog and discount one; subtotal, VAT and grand total are calculated for you.
Sending
You create the link and pass it to your customer. They open it without an account, and you see that they did.
Response
The customer enters their name and accepts or declines on the same page. An answered quote is locked.
Changes
If the price changes you open a new version; the previous one and the customer’s answer stay in the history.

Live today

Company and contact cards

Card designer: drag and drop tabs and sections
Multiple addresses, phones, emails; tax ID and EU VAT (VIES) validation
Notes, quotes, deals, tasks and documents in one timeline
Parent company tree, company groups, seniority from job titles
Duplicate warnings and reversible merges

Your fields, your rules

Custom fields for companies, contacts, deals and notes
Calculated fields; fields shown or required based on conditions
Per-field masking, read-only and role rules; change history
Pick lists, tags, note templates per process

Quotes and online approval

Itemised quotes: catalog products or free lines; line discounts and VAT
Customer-specific price lists: the price from the company’s list fills the quote automatically
Send by link: the customer opens it without an account
The customer accepts or declines on the same page; you see when they open it
Validity date and withdrawing a quote
Versions: an answered quote is locked; changes go into a new version
Cost and profit are visible only internally; the customer page comes in three languages

Pipeline and forecast

Multiple pipelines; requirements to enter a stage
Deal value can come from a formula (e.g. rate × monthly revenue)
Buying committee on each deal: contacts and their roles
Forecast: commit, best case, weighted; week-over-week comparison
Sales channels: each team works with its own pipeline and cards

Automation

Business rules: on create, on field or stage change, daily
Actions: create a task, update a field, notify, send an email
Test a rule on a real record before saving it
Follow: get notified about companies and deals you care about

Reports and search

Custom report builder: grouping, measures, bar/pie/line charts
Pin reports to the dashboard, share with the team, download CSV
Advanced search (AND/OR), saved and shared filters
Targets, leaderboard, partner performance

After the sale

A setup process that starts automatically from a won deal
Steps become tasks; approval steps, deadline tracking
Monthly actual volume and revenue per account
Alerts for drops, inactivity and falling short of plan

Documents and partners

Document vault: files on companies and deals, expiry reminders
Confidential-document permission, long-term retention
Track sales by partner, branch and referring person

Data import and integration

Upload Excel, map columns, preview on the card, import
Saved mappings; re-imports update instead of duplicating
Read and write API with per-key permissions

Mobile in the field

Field app (PWA): today’s work, notes, stage changes
Upload documents from the camera, tap to call
Shows the last-seen data when the connection drops

Works together

Because the blocks share one core, these links work today.

Inventory
The product card is shared: a product in the CRM catalog is the same card in Inventory.
Bookkeeping
A sales document in Bookkeeping can be created from a CRM quote.

Good to know

You pass the quote link to your customer yourself; the system does not send email on your behalf.
Online approval is a record; it is not an electronic signature.

The shared core underneath

The same in every block: users, permissions, security and records.

Your own company space: Each company’s data is isolated from others and lives at its own address.
Roles and permissions per app: A separate role per user per app; managers see only their team.
Two-factor authentication: A code sent by email; turned on per company.
Audit log: Who changed what, and when — recorded.
KVKK (data protection) tools: Request register with 30-day tracking, personal data export, anonymisation.
Sensitive-action audit: Exporting needs its own permission; viewing masked data unmasked is recorded.
You choose where your data lives: AWS Frankfurt (EU) by default; on request AWS Istanbul (Türkiye) or your own servers (on-prem).
Interface in three languages: Turkish · English · Azerbaijani.

Next up

Planned, not live yet.

İYS (Turkey’s consent registry) integration
Outlook email and calendar sync
Teams and WhatsApp notifications
Define your own record types (custom objects)
AI meeting-note summaries

CRM