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Sales CRM

From the first call to the signed agreement in one system. Call through the campaign, move leads through your pipeline, send the quote and get the agreement signed, without typing the customer in again along the way.

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Kontorer og klinikker, Q4 Active

Lead 1 of 48 · 12 called today

Anna Hansen

Not calledCVR 12345678Added by OliverOpen customer cardLead

12 34 56 78 Send mail

Brief before the call

What to bring up and what to ask, from their complaints, visits, deals and NPS.

Lead data

Who you are talking to. Corrections are saved on the customer, not only here.

Contact person

Result data

What came out of the call. Saved to the lead and to the activity feed.

The dialer with a customer from the campaign: the brief before the call, the customer's details and the result of the call. Save the result, and the next customer is ready.

The pipeline shows what needs to happen now

Every lead sits in the stage it has reached, with its value and its owner. Drag it on when it moves. A lead without an owner or without a quote is flagged, so it is not left lying.

  • Several pipelines, each in the stages you actually sell in.
  • Every stage can carry a probability, so the pipeline also reads as a forecast.
  • Once a lead is won, it becomes a customer and a job in operations.
Kontorrengøring booket 6 deals
VinduespoleringEksempel Firma ApS 860 Sofie
Tilbud på rengøringEksempel Firma ApS 860 Sofie
TagrenderensEksempel Firma ApS 860 Sofie
TrappevaskEksempel Firma ApS 860 Sofie
VinduespoleringEksempel Firma ApS 860 Sofie
HovedrengøringEksempel Firma ApS 860 Sofie
Kontorrengøring afholdt 3 deals
VinduespoleringEksempel Firma ApS 860 Sofie
TagrenderensEksempel Firma ApS 860 Sofie
VinduespoleringEksempel Firma ApS 860 Sofie
Tilbud udarbejdes 1 deal
VinduespoleringEksempel Firma ApS 860 Sofie
Tilbud sendt 5 deals
KontorrengøringEksempel Firma ApS 5.881 Unassigned
GulvplejeEksempel Firma ApS 2.490 Oscar
FlytterengøringEksempel Firma ApS 1.064 Unassigned
Rengøring af fællesarealerEksempel Firma ApS 46.742 Oscar
Missing quote PDF Tilbud på rengøringEksempel Firma ApS 19.600 Oscar

Every quote in one list, wherever it came from

Quotes from the quotation form and quotes a salesperson wrote sit side by side. The status shows how far each one has got, so none of them is forgotten in an inbox.

  • Tabs for draft, submitted, accepted, declined and converted.
  • The colour of the row shows whether the quote came from the form or was written by hand.
  • Owner, customer type and payment status on every row, and the list exports to Excel.

Quotes 407

  • Created by quotation form
  • Created manually
  • Declined quote
Quote #CompanyContactEmailPhoneStatusPayment statusOriginCustomer typeCreatedOwner
Q-10431-Victoreksempel@eksempel.dk12 34 56 78 Draft Set status Quotation formPrivate13/10/2026-
Q-10430EjendomsmæglerClaraeksempel@eksempel.dk12 34 56 78 Submitted Set status ManualBusiness13/10/2026Oliver
Q-10428DyrlægeOscareksempel@eksempel.dk12 34 56 78 Submitted Set status Quotation formBusiness12/10/2026Sofie
Q-10425-Idaeksempel@eksempel.dk12 34 56 78 Accepted PaidQuotation formPrivate09/10/2026Oliver
Q-10422BageriEmileksempel@eksempel.dk12 34 56 78 Converted PaidManualBusiness07/10/2026Sofie
Q-10419TandlægeFrejaeksempel@eksempel.dk12 34 56 78 Submitted Set status Quotation formBusiness05/10/2026-
Q-10416-Maltheeksempel@eksempel.dk12 34 56 78 Declined Set status Quotation formPrivate03/10/2026Oliver
Q-10412AndelsboligforeningKarlaeksempel@eksempel.dk12 34 56 78 Accepted Set status ManualBusiness01/10/2026Sofie
Q-10409FysioterapeutNoaheksempel@eksempel.dk12 34 56 78 Draft Set status ManualBusiness30/09/2026Oliver

The agreement signed, and filed on the customer

Send the agreement for signing with MitID or a simple signature. You can see when the customer opened it, and they can ask questions in the document. Once everybody has signed, the signed copy is filed on the customer by itself.

  • MitID through Idura or Scrive, or a simple signature with an SMS code.
  • Reminders, a deadline to sign by and an audit trail of everything that happened.
  • The customer can ask about the agreement before signing, and the answer stays with the document.

Serviceaftale, trappevask og vinduer

Service agreement · Oliver (Lummi) Signed

Serviceaftale

Mellem Ejendomsadministrator, CVR 12345678, og Rengøringsfirma, CVR 12345678.

1. Ydelser

Trappevask i 6 opgange hver 14. dag. Vinduespolering ude og inde fire gange om året.

2. Pris og betaling

3. Nøgler og adgang

4. Opsigelse

Anna Hansen, MitID09/10/2026 08:17:52

And the CRM under all of it

The customers, the contacts and the history the dialer, the pipeline and the quotes are built on.

  • The customer card holds it all

    Contacts, addresses, deals, quotes, agreements and activities on the same customer, so everybody works from the same picture.

  • A brief before the call

    The dialer gathers the customer's complaints, visits, deals and NPS in a short brief, so the caller knows what to talk about.

  • Campaigns from your own lists

    Import a list of leads, or pick customers from the CRM, and gather them in a campaign to call through.

  • Mail with templates

    Send a mail from the dialer with a template, so the follow-up goes out while the conversation is still fresh.

  • Customers on a map

    See the customers on a map when a route is planned, or when you are selling in one area.

  • History that reads backwards

    Calls, mails, quotes and signatures sit on the customer with the time and the user, so a new salesperson can take over.

Questions we usually get

What is asked before the first demo.

Can we use our own lists in the dialer?

Yes. You can import a list of leads into a campaign, or pick customers you already have. If the system knows the customer already, the brief before the call comes with it.

Where do the quotes come from?

From the quotation form and from your salespeople. Both land in the same list with a status, an owner and a colour that shows where they came from.

Is digital signing included in the price?

No, it is an add-on. MitID signatures are paid per signature at Idura or Scrive. Call us, and we will work out what it comes to for you.

Can we move the customers and leads we have today?

Yes. Customers, contacts and open deals can be imported once the environment is set up. Call us, and we will look at what you have and what it takes.

Shall we show the sales CRM in your own environment?

Set up an environment with your own brand, or call and have it shown in half an hour. Feel free to bring one of your own lists.

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