SOLUTIONS
VibeCRM brings customer conversations, open opportunities, quotations and support records into one workspace. We configure record fields, sales stages and user roles around the way your team works.
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Personal notes, separate proposal files and support email threads make a customer account difficult to follow. VibeCRM suits teams bringing that work together around a customer record. Record fields, owners and access roles are configured for the way the team works.
Customer and contact details provide the starting point for the next conversation. Keeping the people involved, ongoing work and record owner in a shared structure helps someone taking over an account understand its history.
An opportunity represents the business being pursued and its follow-up work. A proposal records the terms presented to the customer. VibeCRM tracks these separately, with proposal details configured around the organisation’s approval and pricing arrangements.
Support requests and service work can be linked to the customer. Sales and support teams can then follow the account’s ongoing work through shared records, within their assigned access permissions.
ERP and field application connections start by identifying where each record originates. Transfers of customer, proposal and other data are designed around the existing interfaces, permissions and ownership. The resulting integration scope becomes part of the project.
We prepare the customer list, record owners and opportunity stages. Permissions for quotations and support records are defined, and a trial import uses existing data. Training follows each user’s tasks from finding a customer to following up on an open item.
A migration plan follows a review of source files, field mapping and data quality. Sample records verify the mappings. Issues such as several records for the same customer are addressed as part of the transition.
VibeCRM includes proposal and support records. How teams access and use them in their workflow is established during implementation.
IMPLEMENTATION AND SERVICE
We develop services that move records between ERP, payroll, field and internal applications. For each order, despatch note or employee record, we define the source, mapping, transfer result and error handling as parts of the same connection.
Tell us where conversations, quotations and support work are recorded today. We will review VibeCRM setup around that routine.
info@vibebilisim.com +90 (850) 242 84 23