Platform · Module · Sales and finance management
Integrated CRM: the sales pipeline in the same record as the order and the invoice.
Ordeno's CRM keeps leads, opportunities and service requests in the same customer record the ERP uses for orders, invoices and collections. The sales rep sees the full history (quotes, purchases, open receivables, WhatsApp conversations), and a won opportunity becomes an order without re-keying anything.
What this module solves
Separate CRM and ERP
No fragile integration between two systems: there is one customer.
Sales reps without context
Before calling, they see what the customer bought, what they owe and what they asked on WhatsApp yesterday.
Leads going cold
Tasks, deadlines and reminders per pipeline stage; nothing sits idle without someone seeing it.
How it works
Pipelines per process
Dedicated pipelines and stages for new sales, repeat purchases, tenders, after-sales or e-commerce.
Tickets and requests
Each contact becomes a ticket in the right pipeline, with an owner and a deadline.
Channels in one place
WhatsApp, email, website forms and procurement portals flow into the CRM with the source recorded.
From opportunity to order
The approved quote becomes an order in one click, with the same items and terms.
Accounts and commissions
Account portfolio per rep, lead rotation and commissions calculated by company rules.
Where AI comes in and where rules apply
Rule
Lead rotation, stages, deadlines and commissions follow configured rules.
AI
The customer service agent qualifies the lead, fills in the ticket and tags the source; another agent re-engages customers who stopped buying.
What it usually replaces
Connected to other modules
Frequently asked questions
Does the CRM integrate with WhatsApp?
Yes. Conversations on the company's official number stay on the customer's ticket, handled by the AI agent or the sales rep.
Can I measure where customers come from?
Yes. Each contact keeps its source (ad, search, referring site, referral) all the way to the sale.
Can I have more than one pipeline?
Yes. Each sales process can have its own pipeline and stages.
Does the CRM calculate commissions?
Yes, by company rules, based on invoicing and payment received.
See this module running in your operation.
Free assessment: we map the process, show what moves off spreadsheets and side systems, and agree on the price before we start.