CRM software for small business: everything about a customer in one record
What was discussed with whom, which quote is still open, which invoice is overdue? In BilgeERP the customer record answers these questions on one screen. Sales, support and accounting use the same record.
- Activities, quotes, orders and invoices on the same record
- Sales stages and assigned user
- Customer import from Excel and CSV
Highlights
One timeline
Calls, meetings, emails, quotes and invoices appear in the customer’s history in date order.
Sales pipeline
Opportunities are followed through the stages new, contacted, quote, won and lost.
Alert window
When a customer is selected on a document, you are reminded of an exceeded credit limit and of overdue invoices.
Customer and account record
The record holds the information that both sales and accounting need. The customer code is assigned automatically; tax details, currency, document language, payment term in days and default discount are set for each customer.
- Record types: lead, customer, supplier, partner and others
- Invoice, delivery and other addresses; choice of default address
- Several contacts: job title, email, phone, language and birthday
- Credit limit, price group and customer-specific prices
- Custom fields for your company: text, number, date, select list, checkbox
- Free tags and assigned user
Activity history and reminders
Every contact with the customer is noted on the record: a call, a meeting, an email, a visit or a short note. You enter a reminder time for the next step; when it is due, the assigned user is notified.
- Six activity types and a “done” mark
- Dated reminders and notifications
- Morning reminder for the birthdays of contacts
- Tasks and appointments linked to the customer
Customer statistics and alerts
The statistics tab shows the customer’s balance, revenue and payments received by year, quote win rate and average days to pay. For customers at risk you enter an alert note and a rating on five levels.
- Open balance and overdue invoices
- Revenue and payments received by year
- Quote win rate and average days to pay
- Most purchased products
One record from quote to payment
The CRM is not a separate application, so data is not entered twice. A quote written from the customer record becomes an order and an invoice; when a payment is entered, the balance is updated. The sales team sees the payment status of the customer without asking accounting.
- New quote, order and invoice from the record
- Customer-specific prices and discounts are applied automatically
- Sharing documents through a customer portal link
- Internal team conversation about the record
Email and marketing consent
Marketing consent is kept separately for the customer and for each contact. Campaign emails go only to those who have given consent, and every email contains an unsubscribe link. If you connect your company email account, incoming emails also appear under the customer they belong to.
- Recipient selection by language, record type, price group and tag
- The result of every email sent is listed
- The inbox is matched to customers
Frequently asked questions
Can I use the CRM on its own?
Yes. Plan S includes customer records, quotes and invoices. When you need modules such as stock, purchasing or projects, you upgrade the plan; your data stays where it is.
Can I import my existing customer list?
Customer and supplier lists are imported from an Excel (XLSX), CSV or ODS file. You choose the columns on the mapping screen; the software recognises column headings in Turkish, German and English.
Does everyone in the sales team see all customers?
Roles decide who sees what. With the advanced permission management in plan L, the permissions to view, add, edit and delete are granted separately for each module.
Can it be used on a phone?
The interface adapts to phones and tablets. It can be added to the home screen from the browser and sends notifications for new messages.
Related features
Quotes
Line editor, revisions, PDF and email, online approval in the customer portal.
Learn moreEmail marketing
Email campaigns, marketing consent, send log and an inbox matched to customers.
Learn moreCustomer portal
Customers view their documents from a link, download the PDF and approve quotes online.
Learn moreTasks and calendar
Task board, several assignees, appointments, reminders and a shared calendar.
Learn moreTry it with your own data
All modules are open for 14 days. No card details are requested and nothing needs to be installed.
14 days free, no card required