CRM for Maloobchod — Cehia

CRM for B2B sales teams in maloobchod, in Cehia: deal pipeline with weighted value, leads, numbered quotes, activities and rule-based automations — a web alternative to HubSpot, Pipedrive, Salesforce and Zoho, with plans by number of users.

Multi-store leads

Every location feeds the same pipeline, with leads labelled by store through custom fields and assigned to an owner. Set up for sales teams in Cehia, with pipelines, custom fields and reports for the sector.

The “Multi-store leads” flow works directly in the sales pipeline.

Lead assignment

Each lead has an owner on the local team and its own activity history, with no separate spreadsheets per outlet. Set up for sales teams in Cehia, with pipelines, custom fields and reports for the sector.

The “Lead assignment” flow works directly in the sales pipeline.

B2B wholesale pipeline

Wholesale accounts get a dedicated pipeline, with numbered quotes and negotiated prices, separate from store traffic. Set up for sales teams in Cehia, with pipelines, custom fields and reports for the sector.

The “B2B wholesale pipeline” flow works directly in the sales pipeline.

Customer segments

Group customers into categories and saved views, then reach them with 1:1 email or SMS/WhatsApp sent via 4notify. Set up for sales teams in Cehia, with pipelines, custom fields and reports for the sector.

The “Customer segments” flow works directly in the sales pipeline.

Rule-based customer scoring

Scoring rules separate high-value and wholesale customers from one-off shoppers, so the team knows who to call first. Set up for sales teams in Cehia, with pipelines, custom fields and reports for the sector.

The “Rule-based customer scoring” flow works directly in the sales pipeline.