Industrial Sales CRM
Leads, samples and territories - one CRM for multi-vertical sales teams.
- Multi-vertical
- Sales verticals
- 6-stage Kanban
- Pipeline
- Global / Vertical / Self
- Access levels
- 8
- Core modules
How you get it
A product, not a project.
-
01
We deploy it
Installed on your hosting or ours, configured, and seeded with your data.
-
02
Branded as yours
Your name, logo, colours and domain. Customers only ever see your brand.
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03
We keep it running
Updates, backups, monitoring and support - so you never touch a server.
Overview
What it is
We already have this concept built and ready: a CRM for manufacturers and distributors selling across more than one business line, where leads, samples and custom requirement requests usually end up scattered across spreadsheets and WhatsApp.
It gives every vertical a shared lead pipeline with a drag-and-drop board, tracks sample dispatches from courier handoff through customer feedback, captures one-off requirement requests that fall outside the standard catalogue, and puts a closure-approval step in front of every deal marked won or lost so nothing closes without sign-off. Roles carry a data-scope limit - global, one vertical, or just their own leads - so a rep only ever sees their own territory. A dedicated module even handles trade-show and exhibition lead capture, with leads assigned straight from the booth.
If this fits how your sales team works, let's connect - we can brand and roll it out for your business.
Inside the product
Everything it does, out of the box.
Multi-vertical lead management
One lead list across every business line, filterable by vertical, stage, source, product, assignee and priority, with bulk Excel import and a global search.
Sample dispatch tracking
Log sample dispatches with courier and tracking details, multiple products per sample, and an approved/rejected/pending feedback loop.
Custom requirement requests
Capture one-off specs that fall outside the standard catalogue, with a review workflow through to feasible or in development.
Visual pipeline
A drag-and-drop board across the active sales stages, with deal value, probability and days-in-stage ageing, plus a keyboard-friendly fallback.
Closure approvals
Reps submit a won or lost request; an approver reviews it before the lead closes, with every decision written to an audit log.
Role-based territories
Roles carry a data-scope limit - global, a single vertical, or self only - alongside a full view/create/edit/delete permission matrix per module.
Exhibition lead capture
Run trade-show teams from the CRM: a booth roster, on-the-spot lead capture, assignment, and live stats for the event.
Sales dashboard
A funnel view with vertical and source breakdown, team performance and recent activity, as the daily landing page.
Gallery
A closer look.
Questions
Good to know
Get started
Ready when you are.
Tell us about your business and we'll come back within 24 hours with a clear quote and next steps. No obligation.
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