CRM & sales system
A CRM built for long, multi-stakeholder industrial deals
Accounts, contacts, quotes and pipeline shaped around how industrial B2B selling works — several sites, several decision-makers, price lists and repeat orders.
What it replaces
The workarounds it retires.
- Customer history scattered across inboxes and personal spreadsheets
- Quotes built in Excel with no record of what was sent to whom
- A pipeline nobody trusts because it is updated the night before a meeting
What’s inside
CRM & sales, shaped around your process.
Built for your rules, units and terms — not a template you bend to. You own the code and the data.
Accounts, sites and people
Parent companies, plants and sites, with the people at each — buyers, engineers, maintenance and management.
Quotes from your price lists
Quotes built from your products and price logic, sent as PDF, and tracked when the customer opens them.
A pipeline that fits your cycle
Stages that match how you sell, with deal values per account and site.
Activity timeline
Visits, calls, emails, samples and price lists logged against the account, so the next person picks up where the last left off.
Repeat business
Reorder patterns and contract renewals surfaced before they are due.
Connected to orders
Won quotes become orders, and portal and ERP order history shows on the account.
Fits the stack you have
Connected, not another island.
Products, prices and customers come from your ERP, won quotes become orders in your warehouse and portal, and email stays connected to the account.
- ERP
- Accounting
- E-invoicing
- Chat apps
- Barcode scanners
- Shipping carriers
- Excel & CSV
- BI dashboards
How we work
From whiteboard to working system — in phases you can see.
- 01
Discover
We spend time on your floor, in your spreadsheets and with your team to map how work really flows — and where it breaks.
- 02
Design & prototype
You click through a working prototype of the key screens with the people who will use them, before production code is written.
- 03
Build & integrate
We ship in short cycles, connect the tools you already run and migrate your data. You see progress every week.
- 04
Launch & evolve
We train your team, stand beside them at go-live and keep improving the system as your operation grows.
FAQ
CRM & sales questions.
Something else? Ask our AI consultant or book a call — a person reads every request.
Why not use an off-the-shelf CRM?
Generic CRMs are built for short, single-buyer sales. Industrial deals involve several sites and decision-makers, quotes from complex price lists and repeat orders — a custom CRM is shaped around that, and you own it with no per-seat licences.
Can quotes use our existing price lists and discounts?
Yes. Quotes are built from your own products and price logic, the same rules your B2B portal uses.
Can we bring in our current customer data?
Yes. Importing and cleaning your existing customer and contact data is part of every build.
Start a project
Tell us what slows your operation down.
Ask our AI consultant about your process right now, or book a call with the team. Either way, you’ll leave with a clear idea of what to build first — whether or not you build it with us.
- 01We read your requestA member of the team — not a bot — replies by email to set up a call.
- 0230-minute discovery callHow work flows today, where it breaks, and what a first module could look like.
- 03A clear proposalScope, phases and a fixed price for each phase. Yours to keep, whatever you decide.
Prefer email? hello@operiux.com
Hi, I’m Operiux’s AI consultant. Tell me which part of your operation slows you down — purchasing, the warehouse, customer orders or sales follow-up — and I’ll suggest where a custom system could start.
AI answers can be wrong; please don’t share confidential data. Your details reach the team only when you ask.