Personal workspace
Appointments, due activities, hot leads, stalled opportunities and orders to review in one view.
Esdra · Sales CRM
Relationships grow in the details.
From the first connection to the next order. Explore the features that bring continuity to sales work.
Preview with example dataPreview with example dataArrive with context.
Contacts, companies, activities and history build the customer profile. See what happened and who manages the relationship before the next conversation.
Preview with example dataFrom conversation to possibility.
Connect brands, catalogues, price lists and terms to the customer. The agent prepares and reviews the B2B order with commercial information close at hand.
Preview with example dataThe relationship continues after the order.
Orders, commissions and statements continue the commercial work. Reports by agent, supplier and period help you see what is moving and what needs attention.
Preview with example dataSell with greater continuity
The sales day starts with priorities and keeps every action connected to the right relationship.
Responsive interface
Access contacts, opportunities and activities during visits and travel from desktop, tablet or smartphone.
CRM-connected calendar
Sync appointments with Google Calendar or Outlook and retain context in the sales record.
Activities and next actions
Plan calls, visits, emails and follow-ups with owner, priority, deadline and outcome.
Data import
Bring prospects, leads, companies and contacts from existing files without starting over.
Custom fields
Adapt records to the specific information used by your sales network and industry.
Leads, companies and contacts
Every person stays connected to their company, territory, owner and generated opportunities.
Prospects and leads
Acquire and qualify new contacts with source, interest, score, temperature and next action.
Sales assignment
Distribute leads and companies by agent, team, area or territory while preserving roles and permissions.
Companies and stores
Manage company details, tax data, locations, category, territory, price lists and commercial terms.
Multiple contacts
Connect buyers, owners, finance and other contacts to the same company without duplicating the relationship.
Shared timeline
Notes, activities, emails, documents, opportunities, orders and support build one timeline.
Consent and preferences
Keep consent, preferred channels and information required for compliant communications clear.
Opportunities and pipeline
The pipeline shows where each deal stands and which actions can genuinely move it forwards.
Configurable pipelines
Define stages and statuses that match the sales process of agencies, showrooms, brands or sales networks.
Kanban view
Move opportunities between stages and instantly see value, customer, owner and next action.
Value and probability
Record expected value, probability, expected close and estimated commission.
Loss reasons
Classify lost or archived deals to improve process, offer and lead quality.
Convert to order
Turn an opportunity into an order using the customer, terms and information already collected.
EVA AI priorities
Identify stalled opportunities, customers to contact and missing information before the next action.
Communication and collaboration
Conversations stay alongside the relationship, so the team replies with context already available.
Connected email
Keep incoming and outgoing emails alongside leads, contacts, companies and opportunities.
Shared inbox
Bring connected channels together and assign conversations to the right person.
Internal notes
Share operational information without mixing it with customer-facing messages.
Message templates
Prepare recurring communications and follow-ups while preserving personalisation and consistency.
Attached documents
Keep price lists, offers, briefs and documents in the record where they belong.
Summaries with EVA
Summarise long histories and prepare context before a visit or reply.
B2B orders and commissions
The sales relationship continues through the order, supplier confirmation and agent compensation.
Catalogues and price lists
Use the right catalogue and terms for each customer, brand, season or channel.
Sales orders
Build customer orders with products, variants, quantities, prices, discounts and notes.
Orders by supplier
Separate and prepare the hand-off to brands while preserving the link to the customer order.
Reviews and confirmations
Track changes, approvals, confirmations and deliveries without losing the correct version.
Commission rules
Apply percentages, exclusions and terms by supplier, product, agent or price list.
Statements and accrued commission
Track estimated, accrued and paid commission together with any connected receipts.
Reports and control
Daily work becomes a practical view of pipeline, activities, customers, orders and performance.
Sales dashboard
See KPIs, leads, opportunities, activities, orders and sales network status in one workspace.
Pipeline analysis
Compare value and progress by stage, period, owner, territory or brand.
Agent performance
Assess activities, conversions, orders and results without separating data from context.
Inactive customers
Find companies without recent activities or orders and build reactivation actions.
Sales goals
Set goals by team, agent or period and track progress over time.
Controlled exports
Export authorised data for analysis and sharing while preserving roles and access.
Integrations and governance
The CRM becomes part of company operations without isolating data, people or channels.
Google Calendar and Outlook
Sync appointments and availability with tools your team already uses.
Permissioned API
Connect external systems through tokens and capabilities limited to the data actually required.
Roles and access
Control who can read or edit customers, opportunities, activities, orders and reports.
Audit and compliance
Keep changes, access and exports of sales data traceable.
B2B customer portal
Provide secure access for stores and buyers to catalogues, reorders and requests.
Shared data across Esdra
Connect CRM to inventory, B2B Commerce, marketing, support and EVA AI.
Let’s start with your work.
Tell us how you work. Together, we’ll find the right path for your business.