Sterai
Solutions
Custom CRM and back office
Follow an enquiry from first contact through to a quote, project and follow-up task without re-entering the context.
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What you can do
A custom CRM fits the work your team does every day. In our example, a contact, quote and project stay linked in the same record. Each user has access to the parts their role requires.
- Bring leads and customer history together
- Link quotes to projects and tasks
- Track outstanding actions in a shared overview
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