No sale lost for lack of follow-up.
A CRM set up for your sales team: contacts, opportunities, proposals and tasks in one place, with automatic reminders and clear reports.
In most SMEs, sales information lives in each salesperson's inbox, a shared spreadsheet and sticky notes. Proposals go unanswered because nobody called back, a customer gets contacted twice by different people, and when a salesperson leaves, the accounts leave with them.
A well-implemented CRM gives your sales team one place for every contact, proposal and task — and gives management the predictability of knowing what will be billed before the quarter ends. If you wish, we connect it to invoicing and marketing.
What's included
- Contacts and companies: the full customer history in one record — emails, calls, meetings, proposals and notes
- Opportunity pipeline: see what stage each deal is at and what it's worth, on a visual board
- Proposals and quotes: create, send and track proposals without leaving the CRM
- Automatic follow-ups and reminders: the system tells you when a contact needs following up
- Integrated email and calendar: emails and meetings are linked to the right customer, with no copying
- Tasks and sales agenda: every salesperson knows what to do today
- Reports and sales forecasting: conversion rates, pipeline value and performance by salesperson
- Mobile access: look up a customer or log a visit on the road
- Team permissions: everyone sees what they need; the accounts belong to the company, not the person
Who it's for
SMEs with a sales team of 2 to 20 people — distribution, B2B services, industry, real estate, training — that want predictable sales and to stop depending on each salesperson's memory and spreadsheet.
Optional integrations
The CRM works on its own, but it delivers more when connected to the rest of the business.
The customer is created once and appears in both systems. An accepted proposal becomes an order or invoice without retyping, and salespeople see stock and overdue invoices before calling the customer.
Contacts coming in through website forms, email campaigns or social media go straight into the CRM with their source identified. Sales know where each lead came from and marketing knows which campaigns generate sales.
Proposals sent and signed without paper, with their status visible in the CRM.
ONEGEST sets up the technical integrations. Running marketing campaigns is not part of the service — if you need it, we can recommend a specialist partner.
How we work
- 01Discovery
We map how your team sells today: deal stages, customer types, proposals.
- 02Configuration
Pipeline, fields, automations and reports designed around your process.
- 03Import
Contacts and open deals move from files and inboxes into the CRM.
- 04Training
Short sessions for the sales team and for management.
- 05Monthly management
Licences, adjustments, new reports and support for a fixed fee.
Reference prices
Reference prices; the final proposal depends on the platform and number of users.
| Service | Price | Details |
|---|---|---|
| Essential implementation (up to 5 users) | from €490 | pipeline, fields, contact import, training |
| Advanced implementation (6–20 users) | from €990 | multiple teams/pipelines, automations, custom reports |
| ERP integration | from €450 | customers, proposals → orders/invoices, stock and account balance |
| Marketing integration | from €350 | forms, email campaigns and lead source |
| Essential monthly management (up to 5 users) | €79/month | licences + maintenance and support |
| Advanced monthly management (6–20 users) | €189/month | licences + maintenance, automations and reports |
| Additional user | +€14/month | — |
Frequently asked questions
Want to know if this service is right for your business?
Book a free 20-minute assessment — no commitment.