SalesFision Platform application
The customers you already have, and the relationship after the signature.
CRM is for existing customers. It records every conversation, who was part of it and what came out of it, so you can see which relationship has gone quiet, where a new need came up, and which call is worth making this week.
Configure CRM Do the Business Scan
- One file per customer organisation, with its contact history and its people
- Last contact per organisation and per person, because those are not the same thing
- Knowledge is included for everyone who works in it
A relationship goes quiet long before anyone notices.
After the signature the conversation moves to whoever happens to call. The billing contact gets an answer within the hour, while the person who decides has not been spoken to since spring. Nothing looks broken, so nothing stands out — until the customer needs something new and asks someone else.
- What happened at a customer last spring is only in the memory of the colleague who was there.
- A customer looks well kept because the invoice contact called, while the decision maker has not been spoken to in months.
- Something was promised in a meeting, and it was never written down as a promise.
- A customer mentions a plan for next year and it never reaches the colleague who could act on it.
What changes when the relationship is written down.
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You see who has actually been spoken to
Not only when the organisation was last in touch, but when each person there was. That is what tells you a review is overdue, weeks before the customer feels it.
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Nothing that was promised gets lost
What you promised the customer and what you still have to do are two separate lists, each with an owner and a date. A promise that was not met stays visible with its reason instead of quietly disappearing.
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New needs and renewals get a route
Something a customer mentions in passing is written up and passed to Sales with the conversation it came from, so an opportunity is traceable to real contact rather than to a hunch.
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A judgement you can defend
A colleague says how the relationship is doing and why, and six signals say what is open. They are kept side by side and never blended into one number, so a conversation about a customer stays a conversation about facts.
What your team can do with CRM.
The contact history
- Record a contact moment with its channel, direction, time, subject, outcome and follow-up note
- Name who was there: the people at the customer, and your own colleagues
- Correct a moment with a reason, or declare it invalid — nothing is ever deleted
- Read the last contact for the organisation, and the last contact for each person separately
The people at the organisation
- Give contacts a role: primary, day-to-day, decision maker, billing, technical
- Keep exactly one active primary contact per customer, so a new colleague knows who to call first
- Open everything one person was part of, without reading the whole history
- Archive someone who left; the moments they were part of stay where they were
Follow-up, promises and problems
- Keep your own actions and your promises to the customer as two separate lists
- Record a promise in either direction: what you owe the customer, and what they owe you
- Handle problems and complaints with a severity, and escalate in steps up to board level
- Register a risk with its likelihood and impact, so its class can always be explained
The state of the relationship
- Record a judgement — healthy, needs attention, at risk, critical — with a reason and a name on it
- Read six signals next to it: open complaint, critical issue, broken promise, high risk, overdue urgent action, no contact within the period your workspace sets
- Pass a growth opportunity to Sales with the moment, action, promise, issue or risk it came from
- Report on contact, work, problems, relationship health and growth over a period you choose, then open the underlying lists behind the figures that need attention
From handover to the next conversation.
The same route for every customer, so a relationship does not depend on who happens to remember it.
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It starts when Sales hands over
A new customer arrives in a decision list: accept, merge with a file you already have, defer, or reject. One file per organisation, and the company details stay with Sales rather than being copied.
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The people get their role
Who decides, who pays, who calls day to day. One of them is the primary contact, and a role that ends is closed with a date instead of being wiped.
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Every conversation is written down
Channel, direction, what came out of it and what happens next, with the people who were there. A correction is added with its reason; the original stays readable.
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Follow-up is split from promises
Preparing a proposal is your work. Sending it before the first of the month is a promise to the customer. Both have an owner and a date, and neither is marked done by the system.
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A new need goes back to Sales
A renewal, an extra service, a second location: written up with the conversation it came from and handed over. Sales reviews it and decides — CRM never creates the deal itself.
What your team looks at.
The contact history of one customer, the list of all of them, and the opportunities on their way to Sales.
Contact history
Praktijk Bloem · contact history, most recent first
- 21 August Phone call, inbound — question about a line on the invoice Tim Aalders, billing contact · Nadia Answered the same day. Nothing promised, nothing left open. Last contact · organisation
- 12 August E-mail, outbound — monthly report on the maintenance work Tim Aalders, billing contact · Ilse Delivered, no reply needed. Follow-up: none.
- 1 August Promise marked as not met — outline for the second location Ilse Recorded with a reason. It stays on the file until someone picks it up again. Promise broken
- 18 July Opportunity passed to Sales — second location, spring Ilse Origin: the review of 10 July. Sales decides what happens with it. To Sales
- 10 July Review at the practice, in person — how the past six months went Femke Bloem, decision maker · Ilse, Bram Femke expects a second location in spring. We promised an outline before 1 August. Last contact · Femke Bloem
- 3 June E-mail, inbound — new billing address Tim Aalders, billing contact · Nadia Corrected on 4 June: the wrong person was selected. The original stays visible with the reason. Corrected
Customers
| Customer | Status | Judgement, by a colleague | Signals, from the system | Last contact |
|---|---|---|---|---|
| Praktijk Bloem | Active | Needs attention | 2 · promise broken, urgent action overdue | 21 August |
| Studio Noord | Active | Healthy | None active | 9 September |
| Van Dijk Interieur | Active | Healthy | 1 · no contact for 45 days | 22 July |
| Hotel De Rede | Paused, with a reason | At risk | 2 · open complaint, high risk | 3 September |
| Bakkerij De Vries | Onboarding, from Sales | Not assessed yet | None active | 4 September |
Growth to Sales
Written in CRM
2-
Second location, spring
From the review of 10 July Wanted: a decision before December Submitted, 18 July IL
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Evening opening hours, extra cover
From the call of 8 September Draft NA
With Sales for review
1-
Renewal of the support agreement
From the review of 9 September Wanted: settled before the year ends In review · Joris IL
Decided by Sales
2-
Second showroom
From the contact moment of 22 July Accepted · linked to an open proposal SA
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Support for the new booking screen
Sent back: which branches, and from when?
From the problem of 12 August Back with CRM BR
Example data. Your own customers, contact moments and opportunities appear here once the application is set up.
CRM starts where the selling stops.
Sales owns the route to an agreement. CRM owns what comes after it: the conversations, the promises and the state of the relationship.
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CRM and Sales
Sales hands over a signed customer for you to accept, merge or defer. A growth opportunity travels the other way, and Sales turns it into a new lead or attaches it to a proposal that is already open. The pipeline, the amounts and the contracts stay in Sales.
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CRM to Leads
A company that Leads found is a prospect, not a customer. It stays in Leads and Sales until there is an agreement; only then does a relationship file exist here.
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CRM and Project Management
The projects running for this customer are visible from the file by name and status, so you know what is going on before you pick up the phone. CRM reads them and changes nothing.
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CRM and Service Management
A fault or a request is service work. A complaint about the relationship itself belongs here, with its severity and, if it has to go higher, its escalation level. Which of the two a message is, we set up with you.
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CRM to Customer Portal
CRM is your team’s workspace; the file only shows whether this organisation has a portal at all. If your customers should see their own requests and documents, that is the Customer Portal, a product of its own with a fixed monthly price.
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CRM and Knowledge
How you work with a customer, what you agreed to keep doing and how you want a review prepared: written down once. Included for every Platform user.
Help with the work, not decisions in your place.
In CRM, AI works on the history your team keeps: the moment, the outcome, the promise, the judgement. A person records and decides; AI reads along and prepares.
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Summarising a history
A year of contact moments condensed into a few readable lines for the colleague taking the relationship over.
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Preparing a conversation
Before a review, a short brief of what was promised, what is still open and what the customer raised last time.
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Suggesting a follow-up
A draft note after a contact moment, which the colleague who was there edits and confirms before it is saved.
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Pointing at what stands out
A relationship that behaves unlike the rest: a decision maker untouched for months while the invoice contact calls every week.
These AI features are part of SalesFision Platform + AI: one subscription for your whole business.
Price and licence
- CRM €29 per month 3 users
- Extra user €9 per month per user; for individual apps, per app
Also in a bundle:
- Sales & CRM bundle €59 per month Leads, Sales and CRM · 3 users
- SalesFision Platform Operations €99 per month Leads, Sales, CRM, Project Management, Finance and Knowledge · 3 users
- SalesFision Platform Business €149 per month Everything in Operations plus Marketing, Social Media and HR · 3 users and 5 HR employees
All prices excluding VAT. You pay for applications and bundles monthly, or yearly in advance with a 10% discount. No platform surcharge; standard onboarding and regular support are included.
What the licence covers, and what we agree with you separately:
Included
- The application, with the included users or capacity
- SalesFision Knowledge is included free with selected paid apps and bundles.
- Standard onboarding
- Regular support, maintenance and bug fixes
Separate proposal
- Additional consulting and training
- Complex integrations and custom work
- Migration of existing data
- Customer Portal (a product of its own)
Calculate your package See all pricing
Additional consulting, training, complex integrations and custom work are agreed with you up front, so you always know what you are buying.
What people ask before they start.
How is CRM different from Sales?
Sales runs the commercial route up to the agreement: the opportunity, the proposal, the contract. CRM begins once that customer exists. You will not find a pipeline stage, a win probability or a forecast here, and that is deliberate — prospects belong in Leads and Sales, relationships belong here.
Why does a customer show a different last contact than the person at that customer?
Because the two count different things. For an organisation it is the most recent moment with anyone there. For a person it is the most recent moment they were part of. So a customer can read as three weeks while the decision maker reads as nine — both are correct, and together they tell you who to call.
Does CRM watch renewal dates?
No, and we would rather say so plainly. CRM holds no renewal date, contract term or notice period; that belongs with the agreement in Sales and Finance. What CRM does is give a renewal a route: you write it up as a growth opportunity in the renewal category and Sales picks it up. Nothing is mailed or reminded automatically either — the work waiting for you is on one page, and you see it when you look.
Is there a health score per customer?
No. You get a judgement from a colleague — healthy, needs attention, at risk or critical — with a reason and a date on it, and next to it six signals that can each say where they come from. They are never added up, because a number nobody can explain does not help a conversation with a customer.
Does CRM log e-mails and calls by itself?
No. A colleague records the moment, which is why the outcome and the follow-up are actually filled in rather than left as a subject line. Nothing lands in the history without a person putting it there.
Can we bring our existing customer list?
Yes. Moving an existing list and its history across is migration work we do with you, with a proposal of its own, separate from the licence. It is not a self-service upload screen, and that is on purpose: what arrives has to end up as one file per organisation.
What does CRM cost?
A fixed amount per month, with the number of users listed with it. If you need more users, you pay per extra user. You will find all amounts above under Price and licence and on the pricing page. Knowledge is included.
Can I pay per month?
Yes. Regular software licences are paid monthly, or yearly in advance with a 10% discount.
Start with CRM
Choose CRM for your team and see what it costs. Not sure where to start? The Business Scan gives you a recommendation.
Configure CRM Do the Business Scan
Questions about implementation, bringing your existing customer list across, or how CRM should sit next to your sales team? Plan a meeting and we will scope it.
