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CRM with Tryton ERP

Don't lose sight of any business opportunity. Control the sales funnel, track every negotiation, and help your team convert more opportunities into sales.

Control and analyze business opportunities

With Tryton's CRM you'll be able to control and analyze your sales funnel globally or by salesperson, see which products generate interest, and know the status of each opportunity.

Full Pipeline Visibility

You will also be able to detect reasons for loss, take corrective actions, and assign value and probability to business expectations to better forecast future sales.

What can you manage with Tryton’s CRM?

Organize commercial opportunities, pre-sale phases, follow-up actions, and offers so that the sales team works with more control and consistency.

Evolution of Opportunities

Track changes for each opportunity, create offers directly from the negotiation, make copies and modify them without losing the commercial context.

Classification and prioritization

Classify opportunities by category, analyze market behavior, and prioritize the most interesting negotiations to better focus commercial efforts.

Funnel and commercial phases

Define the pre-sale phases and customize the sales funnel to know the status of each opportunity and the next step with the client.

Commercial actions and tasks

Log meetings, calls, emails, notes, reminders, and internal actions so the entire team can follow the thread of each negotiation.

Supplier offers and budgets

Link business opportunities with supplier offers and budgets to better assess costs and define the price you present to the customer.

A smoother, more coherent negotiation

When all commercial information is centralized, the team can better track every opportunity: what was offered, what actions were taken, what the next step is, and the value of the negotiation.

All the context, in one place

This prevents inconsistencies, loss of information, and reliance on a single person who holds all the context of the business relationship.

Gain organization and commercial visibility

With Tryton CRM, you can sort opportunities, plan actions, assess the potential of each negotiation, and better connect commercial work with future sales.