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MCS
CRM

CRM for SMEs: sales pipeline and customers

The MCS CRM follows each opportunity from first contact to signature, and when the offer is accepted turns it into a project with one click. Sales and operations work on the same customer data.

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Sales pipeline in the MCS CRM

What you can do

  • Custom pipeline

    Sales stages that fit your process.

  • Value and probability

    Expected value and sales forecasts.

  • Conversion to project

    A won opportunity becomes a project without re-entering data.

  • Customer records

    Customers, contacts and assigned project managers.

  • Activities and interactions

    Calls, meetings and planned activities with full history.

  • Customer financial summary

    Revenue, active projects and contract deadlines for each customer.

Benefits

  • More reliable sales forecasts
  • Smooth hand-over from sales to delivery
  • A 360° view of every customer

Frequently asked questions

Can I import my existing customers?

Yes, during onboarding we import customer and supplier records from your files or current system.

Is the CRM linked to contract deadlines?

Yes, the customer page shows related contracts, renewals and deadlines.

Want to see it in action?

We’ll show you this module on your company’s data and processes.

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