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Product no.PERSO One Platform product

PERSO CRM

Customer & Sales Management

Make your sales process visible, from lead to opportunity, activity to close.

PERSO CRM gathers the sales team’s leads, customers and contacts, the opportunity pipeline, activities and tasks on one screen. Email, calendar, automation rules and AI-assisted insights keep sales discipline in place.

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What is PERSO CRM?

PERSO CRM is the customer and sales management product that manages leads, customers, contacts, opportunities and sales activities on PERSO One Platform. The sales pipeline, activity and task tracking, email and calendar, automation rules and AI-assisted insights come together on one CRM screen. It is offered in the web application.

Capabilities

PERSO CRM

Customer Data

  • Lead management
  • Customers
  • Contacts
  • Customer 360

Sales

  • Opportunities
  • Pipeline and stages
  • Activities
  • Sales tasks

Communication & Automation

  • Email
  • Calendar
  • Automation rules
  • AI and insights

Who is it for?

  • Sales teams
  • Sales managers
  • Customer relationship teams

Typical workflows

  1. 1Lead → qualification → opportunity
  2. 2Opportunity → stage progression → close
  3. 3Activity plan → calendar → follow-up task
  4. 4Rule → automatic task/notification

Web / Mobile

Web

This product is offered in the web application today; it has no mobile screen.

Platform connection

Customer records live in the platform’s shared business-party (customer/supplier) data; users and permissions are shared.

Security and access model

Separate view/act permissions for leads, opportunities and activities; sales-rep scope limited to own records.

Platform →Security →

PERSO One Platform

PERSO products used together

“Used together” means a shared platform, shared users and shared master data; automatic data transfer exists only where it is explicitly stated.

PERSO FIELD SALES

Field Sales Management

Manages visit points, routes, visits, orders, collections and shipments on the map.

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Field visits and order operations run in a separate product on the same customer data.

PERSO FINANCE

Finance & Bookkeeping Management

Accounts, receivables and payables, invoices and e-documents, collections and payments, cash and bank, cheques/notes, advances and expenses, approvals.

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Customer account tracking is done by the finance team on the same platform; there is no automatic invoice generation.

PERSO CRM

Let’s shape PERSO around your business, together.

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