Custom Workflow Systems
One system designed around your own process, instead of several disconnected applications.
Solutions
Custom CRM Systems
A CRM shaped around how your business actually sells and operates.
Generic CRM software doesn't always match how a business actually works. DBeeta develops CRM platforms around the organisation's sales and operational processes.
Custom CRM Systems
What a custom CRM can include
- Leads
- Customers
- Organisations
- Contacts
- Sales opportunities
- Follow-ups
- Tasks
- Documents
- Notes
- Communication history
- Appointments
- Workflow stages
- Automated reminders
- Reporting
- Staff assignments
- Permissions
A custom CRM can also become part of a larger ERP or workflow-management platform.
Related solutions
These systems are frequently built together as one connected platform.
ERP Systems
Modular ERP that brings sales, stock, purchasing, staff and reporting into one connected system.
Booking & Appointment Systems
Availability calculated from services, staff, working hours and your own scheduling rules.