Sales and customers
Organise contacts, opportunities, quotations, orders and sales follow-up.
Connect sales, purchasing, customers, suppliers, inventory, manufacturing and projects through a management solution tailored to your business. Centralise information, simplify processes and gain a clearer view of your operations.
Implementation, customisation and integrations are defined following a needs assessment.
When contacts are stored in one application, inventory in a spreadsheet and orders arrive through different channels, duplicated work, errors and tracking difficulties soon follow.
An integrated solution helps organise connected processes and gives teams a more consistent view of business activity.
The solution is configured around your organisation’s processes and priorities. Included modules and features are defined for each project.
Organise contacts, opportunities, quotations, orders and sales follow-up.
Track purchase requests, orders, goods received and supplier relationships.
View items, inventory movements and stock levels by location.
Organise financial records and management indicators, subject to the system configuration and applicable requirements.
Structure materials, work orders and production activity tracking.
Assign responsibilities and track tasks, projects and time records.
We do not impose a one-size-fits-all model. We start by identifying processes that need improvement and the tools that should remain connected to your operations.
Elegia Digital Services assesses your needs, selects a suitable technology foundation and prepares implementation within the agreed scope.
We identify teams, data, documents, existing tools and priorities.
We define hosting, access, permissions, security and backups.
We configure the modules, forms and workflows included in the project.
We assess importing customers, products, suppliers and other relevant records.
We assess integrations with online stores and applications already used by your business.
We define training, documentation, maintenance and ongoing assistance according to the proposal.
Not every business needs every module. We identify priority areas and assess whether a phased implementation makes sense.
Our quotation considers process complexity, data migration, required integrations and desired support services. Additional features are assessed separately.
Tell us how your business operates and where you face the biggest challenges. We will assess a solution aligned with your processes and goals.