Service
CRM for companies
We implement and adapt CRM for companies that need to organize sales, commercial monitoring, customer service and real reporting.
Tell us about your projectCRM for companies with a focus on sales, monitoring and commercial control
A CRM should not remain a pretty agenda or a contact record. At ForgeNEX we propose CRM projects aimed at commercial processes, pipeline visibility, opportunity traceability and coordination between management, sales, support and administration. The key is that the system serves the real business and does not force your team to work for the software.
The implementation is based on a review of how the company captures leads, how it qualifies them, how it converts proposals into business and what leakage points prevent orderly growth. From there we define a practical architecture, with fields, stages, automations and indicators that the team can use on a day-to-day basis. This fits especially well with companies that have already detected limits in generic tools or in processes based on email, Excel and manual tasks.
When an organization needs a more specific CRM by sector, we link that work with lines such as Customized CRM or with vertical deployments type NexGestion modular CRM, where operations are modeled by modules and not by standard licenses.
What we solve in a CRM project
- Standardization of opportunities, clients and commercial tasks.
- Automation of notices, follow-ups, funnels and internal responses.
- Control panels for management, commercial managers and operations.
- Integration with web forms, email, telephony, ERP or support tools.
- Data governance so that the CRM does not end up being a chaotic database.
Management and team see the real state of each opportunity.
Less manual tracking and fewer forgotten tasks.
Fields, rules and views designed to last.
When the project requires a more complete vision of the company, we connect this work with our consulting services. ERP for companies and with layers of productivity like Microsoft 365 for business. Additionally, if the company needs a more aggressive approach to positioning or local acquisition, we can connect the stack with ecosystems such as corporate CRM solutions or with specialized pages of CRM for technology consultancies.
How we work
We define scope, roles, critical processes, viable automations and dashboard. Then we configure the solution, accompany the adoption and leave a scalable base, avoiding forced deployments that the team ends up abandoning after a few months. The objective is not to have more software, but rather commercial operations measurable, maintainable and connected with the rest of the business areas.
Related ecosystem
This service connects especially well with NexGestion modular CRM, with our layer of Microsoft 365 ecosystem and with services technology consulting for companies that are redesigning complete acquisition, tracking and delivery processes.
What we do most
Our products
CRM, tasks, invoicing, time tracking, Pix and more, with one account.
Custom software and websites
If no standard tool fits, we build around the way you work and connect it to the tools you already use.
Microsoft 365 for business
Email, Teams, SharePoint and OneDrive, properly set up, migrated and secured. We are a Microsoft Partner.
Remote IT support
Remote IT support across Spain, with a report for every intervention.