AI-powered customer relationship management
From first interest to loyal customer
A system that brings your sales funnel onto one screen: leads with their source and owner, opportunities with value and close probability, calls, meetings and reminders, proposals and projects that get invoiced, and a smart assistant that answers about any customer.
Screens
A look inside the system
before you start
More than 8 years of experience in business solutions
Modules
The whole sales funnel
in one system
Leads and sources
Everyone who shows interest lands in one list: entered by hand, imported, or from a form embedded in your website. Every lead has a source, status, owner and industry, so you know which marketing actually brings customers and who nobody is following up.
Opportunities and proposals
Turn a qualified lead into an opportunity with its expected value, stage, close date and probability, which build the pipeline and forecast. Then offer an estimate, a proposal or a quotation, and a proposal can go to a lead before they become a customer.
Calls, meetings and reminders
Log every call and meeting with who made it and what was agreed, set a reminder before a renewal or after a proposal, and turn what you promised into a task with an owner and deadline. Overdue reminders and tasks show first when you open the dashboard.
Projects and invoicing
For work delivered over time: a project with its customer, value, deadline and tasks, its costs from purchases and expenses assigned to it, and a project invoice in full or by completed billable tasks, so you know each project's profit, not just its revenue.
Artificial intelligence
What AI adds
to the sales team
Ask about any customer
Their balance, open invoices and what they owe, in one sentence, from their actual records.
Business card to customer
Photograph a business card and the assistant reads it and pre-fills the new customer form for your review.
A quote ready to review
Ask for a quotation for a customer with their items, and the assistant opens it pre-filled for you to save.
Funnel dashboard
Leads by stage, source and industry, and the activity trend over six months.
Email campaigns
Campaigns to contact groups with a log that confirms what was sent and what failed.
Send by WhatsApp and email
Proposals and invoices sent by encrypted link through email or WhatsApp in one click.
Integrations
Sales and accounts
from lead to invoice
The lead becomes a customer in the same system, the accepted proposal becomes a sales order, then an invoice and a collection in the accounts, and project expenses are assigned to it from purchasing, so the chain never breaks at a department boundary.
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Sales
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Purchasing and projects
Activities
Fits these activities
and more
FAQ
Frequently asked questions
about customer relationship management
What sales managers ask most before getting started.
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How do requests from my website reach the system?
Copy the embedded form's code from the settings and place it on any page, and everyone who fills it becomes a lead in the list with their source.
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How do I know which marketing brings customers?
Record the source of every lead, and read leads by source on the funnel dashboard, which is what connects marketing spend to results.
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Can I send a proposal before they become a customer?
Yes. A proposal can go to a lead or a customer, and on acceptance you convert them into a customer, then a sales order, with no re-entry.
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What is the role of AI here?
An assistant that answers about any customer's balance and invoices, prepares a pre-filled quotation, and reads business cards to pre-fill the new customer form, while you review and save.
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Can I know the profit of each project?
Yes, provided purchases and expenses are assigned to the project as they are entered, and the system sets them against its invoices.
No customer slips away again
Start your free trial with WEDATA ERP and follow your leads and opportunities from one dashboard.