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360 SALES CRM · VIBECALET

Everything your sales rep needs to sell. On an iPad.

Customers, catalogue, orders, payments and diary in a single tool connected to your ERP. It works without signal and is delivered under your brand.

Request a demo See it screen by screen →

Customers by trend and priority

Orders and backorders with delivery timeline

CRM catalogue with products and delivery dates

Works offlineConnected to your ERPUnder your brandiPad · iPhone · Mac

One tool. Three ways to use it.

Sales rep

Portfolio, catalogue, orders and diary on the road, online or offline.

Sales manager

Targets, monthly coverage and team activity, rep by rep.

Back office

Invoices, due dates, incidents and a web dashboard from the office.

A DAY WITH THE CRM

From the first call to the order in the ERP.

This is how a sales rep works with the CRM, from the start to the end of the day.

08:30

Plan

The portfolio sorted by priority and the month’s coverage tell them whom to call and whom to visit first.

10:00

On the road

The day’s route and directions with Google Maps. Every visit is logged with location and photo.

11:30

At the customer’s

Catalogue with photos and stock, scanner, price lists and discounts. The order is closed and signed, with or without signal.

11:45

Instantly

The order enters the ERP and the customer receives a PDF copy by WhatsApp or email.

18:00

Management

Targets, sales, unpaid invoices and team activity, up to date and from the office.

WHY IT’S DIFFERENT

What a generic CRM doesn’t do.

It’s built for teams that sell in the field, with catalogue, stock and ERP in the mix.

01

Works without signal

Portfolio, catalogue and orders travel on the iPad. Nothing is lost or duplicated when syncing.

02

Knows whom to visit

The BCG matrix and the month’s coverage turn history into a work list.

03

Sells what can be delivered

Available stock, backorders and delivery date on every order, before promising anything.

04

Talks to your ERP

Customers, price lists, stock, orders and invoices synced in both directions.

Request a demo See it screen by screen →

INSIDE THE CRM

Screen by screen.

CATALOGUE

The whole catalogue, in your hand.

Photos, product details, price and stock for every item, always available on the device, online or offline.

CRM catalogue on iPad with products, delivery dates and quantities

Search and filters

By name, reference or code, and by collection.

Free stock

What is available and which part of an order can be delivered.

Scanner and camera

Barcode or printed reference, straight into the order.

Cross-selling

Recommendations and purchases shared between customers.

ORDERS AND BACKORDERS

Every order, with its delivery date.

A timeline shows when each order ships and what remains outstanding. Backorders are split by whether they can be delivered or not, so you never overpromise.

Orders and backorders: available, unavailable, delivery timeline and orders by area

Delivery timeline

Each order’s delivery date, at a glance.

Deliverable backorders

Outstanding items that can already ship with free stock.

Undeliverable backorders

What is waiting for goods, kept separate and in view.

Backorders to work

Orders just short of the minimum: a list to complete them.

INVOICES

Any invoice, in seconds.

Search by invoice, customer, order, postcode or town, open the line-by-line detail and send it to the customer from the same screen.

Year-to-date invoicing compared with the previous year, month by month

Full search

Invoice, customer, code, order, postcode or town.

Detail with VAT

Line by line, with amounts and a live total.

Due dates

Outstanding and overdue by customer, to prioritise collection.

PDF and sending

By WhatsApp or email, with a professional look.

CUSTOMERS

Your portfolio, sorted by opportunity.

Each customer is placed on the Boston Consulting Group matrix according to their turnover and trend, and the portfolio is split into growing, stable and declining.

Customers by trend and by sales priority (BCG matrix)

BCG matrix

Each customer in their quadrant, calculated automatically.

Growing, stable and declining

Declines are spotted before they show up in turnover.

360 customer record

Details, 24-month history, orders and invoices on one screen.

Sales actions

Call, visit or offer, with status and follow-up.

Google Maps

With Google Maps

MAP

Your portfolio, on the map.

Every customer geolocated on Google Maps: plan routes, spot uncovered areas and review completed visits.

Map of geolocated customers by purchasing status

Customers on the map

Your whole portfolio located, with its information a tap away.

Today’s route

Visits ordered to make the most of time on the road.

Visits with GPS and photo

Each visit logged with location and photograph.

Uncovered areas

Where there are customers and where you are not reaching them.

ANALYSIS AND COLLECTION

The numbers that matter, without leaving the app.

Targets by country, half-year and product line with achievement

Targets

By rep, area and customer, with achievement and ranking.

Outstanding credit notes and incidents by customer

Credit notes

Each customer’s returns and credit notes, in view.

Sales segmentation with filters and year-on-year comparison

Segmentation

Growing, lagging and converted leads, with counters.

Receipts and unpaid invoices by customer with collection letter

Unpaid invoices

Overdue items by customer and collection letters in six languages.

CONNECTED

Your everyday apps, a tap away.

Send an order by WhatsApp, an invoice by Gmail or Outlook, or open the route in Google Maps without leaving the CRM.

Google Maps

Google MapsDirections to each customer and today’s route.

WhatsAppOrders, invoices and letters as PDF, straight to the customer.

Gmail

GmailDocuments by email with a single tap.

Outlook

OutlookThe same sending, from your company account.

360 Sales CRM VIBECALET

And everything the day-to-day demands.

From first contact with a new customer to the collection of their last invoice.

360 customer record

Details, addresses, 24-month history, orders and invoices on a single screen.

Invoices and due dates

View invoices, overdue and unpaid items to prioritise collection.

Letters in six languages

Welcome and payment reminder letters, ready to send by WhatsApp or email.

Incidents with photos

Claims with evidence and carrier tracking.

Trade fairs and showrooms

Each event with its customers, without parallel lists.

Route and visits

Today’s route and visits logged with location and photograph.

Targets

By rep, area and customer, with achievement and ranking.

Shared portfolios

Cover and shared areas without losing track of who each sale counts for.

Export

PDF with photos, Excel and direct sending to the customer.

INTEGRATION AND SECURITY

Connected to your ERP. Secure by design.

A single source of data

Customers, products, price lists, stock, orders and invoices come from the ERP. Orders, new customers and incidents go back to it. Nothing is typed twice.

Everyone sees their own

Only authorised devices receive data. Each rep accesses their own portfolio and management sees the team’s. Credentials are stored encrypted.

ERPS WE ALREADY WORK WITH · REAL PROJECTS ON ALL OF THEM

Microsoft Dynamics NAV Business Central SAP Business One SAP S/4HANA Sage 200 Sage X3 Odoo A3ERP Holded

We have connected every one of them on real projects. And if yours isn’t on the list, we’ll integrate it anyway: all it needs is an API or access to its data.

How we protect your data →

YOUR BRAND

With your name and your colours.

Your reps open an app from your company, published under your brand and adapted to the way you sell.

AVAILABLE ON

iPad · iPhone · Mac

Shall we see it in action?

We’ll show you the CRM in a demo and see how it fits your team and your ERP.