Platform
From startup to enterprise, one platform.
Start with the module you need and add more as you grow. From sales to finance, from projects to service, every team works on the same customer record.
Let your sales team know what to do every morning.
Company, contact and opportunity are created in one form and the pipeline flows on a board. The Today screen shows the next step, and the risk score explains which deal is waiting and why.
Start with your first sales rep; as the team grows, your pipeline, rules and reports grow with you.
Pipeline
- Drag-and-drop board and table view
- Stages tailored to your company, with stage-specific required fields
- One customer record through tax ID, domain and Turkish-aware name matching
- Saved and team-shared views
Action and insight
- Today screen and Monday summary
- Opportunity risk score that says why, and customer health
- Relationship map and the shortest warm introduction path
- White space matrix and cross-sell suggestions
Analytics
- Dashboards for general manager, sales director and rep
- 21 ready-made reports and a 19-dimension report builder
- Targets and metric alerts
- Scheduled report emails
Quotes in your brand’s voice, out in minutes.
Opportunity line items become a quote that goes out as PDF and Word with your own cover and pricing page. When the customer asks for options, copy the items and send the alternative.
The same studio from a startup’s first single-product quote to enterprise packages with hundreds of items.
Preparation
- Three-step quote form and alternative options
- Copy items to another option
- Line and overall discounts, combine selected items into one line
- Free trial and promotional items, monthly proration
Pricing
- Tiered SaaS pricing by user range
- Module and package products
- Approval flow for discount and margin
- Foreign currency with Central Bank of Türkiye rates
Document
- Pricing page added to your own PDF template
- Drag-and-drop cover fields
- Word template with placeholders
- Revision history with full snapshots
From quote to cash, numbers are never retyped.
A won opportunity becomes an invoice in one click and a contract becomes recurring billing. Who owes what and which subscription renews next is always visible.
A startup tracking its first subscription revenue and a group managing hundreds of contracts read revenue from the same screen.
Invoicing
- Draft invoice from a quote or a won opportunity
- Yearly sequence number on issue; rate and lines frozen
- Credit notes for refunds
- Foreign currency and rate freeze
Collections and receivables
- Allocate one payment across invoices, remainder as advance
- Attach receipts (PDF, JPG) to collections
- Receivables aging and customer breakdown
- Invoiced versus collected over the last 12 months
Contracts and subscriptions
- Contracts from templates, PDF and Word output
- MRR, ARR and total contract value
- Monthly, quarterly or annual billing schedules with automatic draft invoices
- Renewal signals and one-click renewal opportunities
The budget leaves the spreadsheet and takes its seat at the management table.
Plan by cost center, route requests through approval flows, and track commitments and actual spend. Revenue targets are compared with real invoices issued in the CRM.
Whether finance is one person or dozens of cost centers, it works with the same discipline.
Planning
- Budget lines by cost center, spread across months
- Commitment roll-forward of multi-year payments into the new year
- Excel import and export with preview and row-level error report
- Indicative exchange rate locked per budget
Approval and control
- Approval flow by limit matrix, CFO approval on overruns
- Segregation of duties and rejections with reasons
- Status flow from draft to frozen budget
- Shared Approval Desk with CRM price approvals
Tracking and analysis
- Available budget: budgeted, supplementary, transfers, actuals and pending
- Variance analysis: volume, price and currency effects separately
- Contract radar and reminders
- Revenue targets against CRM invoices
Who is doing what, and by when, at a glance.
Sales tasks, service tickets and project work meet in one agenda. Reminders arrive on time and the time spent on finished work is logged automatically.
In a five-person team or a multi-department organization, no task falls through the cracks.
Tasks
- Kanban and table; group by stage, priority, type and person
- Rich notes and saved views
- Reminder notifications and emails
- Shared tasks with dealers and distributors
My Work
- CRM tasks, service tickets and project items in one list
- Overdue, today and upcoming buckets
- Time logging on completion
- Weekly timesheet
Task board
- Week, month, quarter and year periods
- Workload and task list per person
- Export filtered tasks to Excel
- Counts by status and distribution by person
Delivery starts where the sale left off.
A won deal, a task or a customer ticket becomes project work in one click. Team capacity, sprints, time spent and billable effort live in one place.
Agency, software house or consultancy; from your first project to dozens running in parallel, see that what you sold is delivered on time.
Planning
- Projects, members and your own status flow
- Kanban, table, list and Gantt for work items
- Sprints, milestones and burndown chart
- Start and export projects with Excel
Team and capacity
- Capacity and time off per person
- Person × week resource plan and utilization
- Weekly timesheet
- Effort report by customer, person and project
Collaboration
- Work item comments and @mentions
- Project work from a CRM task or a service ticket
- Project dashboard: progress, estimated and spent time, overdue items
- Billing type per project
The clock starts the moment a customer request arrives.
Requests from email, the form on your site, the customer portal or the API land on one desk. SLA targets follow your business calendar, and every promise is backed by a report.
From your first support ticket to a multi-desk operation; customers see in their own report that promises were kept.
Request channels
- Automatic tickets and threads from email
- Form and widget embedded on your site with one line
- Customer portal with email code sign-in
- Ticket API for customer systems and a service catalog
SLA and operations
- First response and resolution targets aware of business hours and holidays
- Alerts at 75 and 90 percent, manager notified on breach
- Automatic assignment: fixed, round robin or least loaded
- Canned responses and problem management
Customer and reporting
- Resolution confirmation and satisfaction survey (CSAT)
- Contract support quota and overage alerts
- Billable time logging
- PDF and Excel SLA reports for customers, scheduled delivery
Make your channel as visible as your sales team.
Dealers register deals in their portal, the distributor and manufacturer approve, and a protection period secures the dealer’s work. The tier program rewards partners by your own rules.
The rules are the same on the day you add your first dealer and the day you run a wide dealer network.
Registration and approval
- Deal registration in the portal, matched with existing customers
- Distributor and manufacturer approval within business-day deadlines
- Protection period, extension and cancellation requests
- Right to respond when two partners register the same customer
Tier program
- Sales, profit, collections, growth and network criteria
- Rule builder with AND/OR groups
- Simulation before saving
- Protection period, discount limit and payment term benefits
Partner portal
- Quote and task management in the portal
- Dealer dashboards and “My tier” card
- One account for several manufacturers
- Copy deals into their own CRM
The modules work together, not side by side.
Every module sits on the same customer record. What one team does shows up on another team’s screen automatically.
A won deal becomes a quote, contract, invoice and project with the same items.
Project, service and sales time on one timesheet; the workforce report counts them together.
Price approvals, budget requests and channel decisions wait on the same desk.
Invoices issued in the CRM are compared with budget revenue targets automatically.
