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CRM that drives results.

Complete management of leads, customers, activities, and teams.

All natively integrated into SAP Business One. No external integrations required..

More organization

Best follow-up

More business

360º view of the customer

NATIVE FEATURES

Everything you need to manage your sales pipeline.

Complete CRM module native to SAP Business One. No plugins, no data duplication.

Lead Management

  • Quick lead generation
  • Automatic identification via Tax Identification Number (NIF)
  • Automatic association with vendors
  • Lead conversion to customer in 1 click.
  • Complete timeline of states

Customer Management

  • Complete 360º customer profile
  • Real-time financial summary
  • Purchase history and checking account
  • Bestselling items (upsell/cross-sell)
  • Address and contact management

Activity Management

  • Calls, meetings, visits and tasks
  • Fast creation with accelerators
  • Full history of interactions
  • Integration with Microsoft 365
  • Classification and priority

Team Management

  • Hierarchical structure by teams
  • Visibility controlled by the seller.
  • Team leaders with a holistic vision.
  • Strict access control
  • Profiles and cost centers

Business Planning

  • Visual activity calendar
  • Daily, weekly, and monthly view
  • Task planning by salesperson
  • Team perspective (bosses)
  • Individual and group schedule management

Orders and Sales

  • Quick order creation
  • Real-time visualization
  • Full integration with inventory and invoicing.
  • Mobile friendly
  • History and associated documents

Why SharpthinkIT CRM?

It’s the native module of SAP Business One. No middleware, no risk of data inconsistency. Everything in a single system.

  • Native SAP Business One
    No third-party integrations. Data is always synchronize
  • Implementation by experts
    Portuguese team with SAP certification.
  • Fast ROI
    More sales, less time wasted on manual processes.

With CRM integrated into SAP Business One, we went from scattered processes to a single view of the customer. Result: +35% lead conversion in 6 months“.

– Paulo Sota • Commercial Director

Ready to transform your sales management?

Speak to our team and see the CRM in action on your SAP Business One

Request a Demo >
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