From first contact to long-term relationship

CRM

Manage leads, customer communication, opportunities and follow-up from one complete customer view.

Capabilities

What you can do with CRM.

A practical overview of the main capabilities.

01

Lead management

Capture new contacts and companies and record relevant interests.

  • Lead registration
  • Company information
  • Product or service interest
  • Lead scoring
02

Customer communication

Link emails, calls, notes and documents to leads and customers.

  • Communication history
  • Email tracking
  • Notes and documents
  • Contact timeline
03

Opportunities

Manage deals with value, probability and expected close date.

  • Pipeline
  • Expected value
  • Sales stage
  • Deal history
04

Activities and tasks

Plan follow-up and assign actions to yourself or colleagues.

  • Tasks and deadlines
  • Calendar
  • Team assignment
  • Collaboration
05

Automation

Automate recurring commercial actions and follow-up.

  • Email campaigns
  • Lead distribution
  • Workflows
  • Triggers
06

Reporting

Monitor funnel, conversion, expected revenue and team performance.

  • Sales funnel
  • Conversion
  • Forecasting
  • Team dashboards

The process

From start to result.

01Lead generation

Capture new contacts

02Qualification

Prioritise and qualify

03Opportunity

Create and manage the opportunity

04Nurturing

Build the relationship

05Conversion

Convert to customer

Benefits

Why CRM in Astans?

Up to 30%

Higher conversion

Systematic follow-up helps turn more opportunities into customers.

2 hours/day

Time savings

Automation takes over repetitive commercial actions.

Complete overview

A 360° customer view supports better decision-making.

Team efficiency

Better collaboration and knowledge sharing across sales.

Ready for the next step?

See this process in a personal demo.

We demonstrate the workflow using your own organisation, roles and process.

Schedule a demo →