In distribution, reps manage many accounts across territories and follow reorders, quotes and visits. 4softcrm organises the pipeline by territory, with an owner on every account, numbered quotes and rule-based automations for follow-up — an alternative to HubSpot, Pipedrive, Salesforce and Zoho.
Organize opportunities by territory, with an owner on every account. Weighted pipeline value shows where each area stands. Set up for sales teams in Marea Britanie, with pipelines, custom fields and reports for the sector.
A rule-based automation creates a follow-up task when an account goes quiet, so recurring orders are not forgotten. Set up for sales teams in Marea Britanie, with pipelines, custom fields and reports for the sector.
Reps log visits, calls and meetings as activities on the account and plan the next one in the activity calendar. Set up for sales teams in Marea Britanie, with pipelines, custom fields and reports for the sector.
Build numbered quote documents with products, discounts and payment terms, linked to the deal. Set up for sales teams in Marea Britanie, with pipelines, custom fields and reports for the sector.
Scoring rules you define rank accounts and deals by value and stage, so reps visit the right accounts first. Set up for sales teams in Marea Britanie, with pipelines, custom fields and reports for the sector.
Yes. Every account has an owner, and the territory is kept in a custom field. Weighted pipeline value shows the situation per area.
A rule-based automation creates a follow-up task for accounts with no recent activity, and the task shows up in the rep's activity inbox.
Yes. You create numbered quote documents with products, discounts and payment terms, linked to the customer's deal.
Scoring rules you define (value, stage, source) rank accounts and deals, so reps start with the most important ones.
