SERPI CRMCloud AWS
Drive your salesand engage your customers
Connect your sales team with the ERP in real time.
From contact to collection — all in one system.
- Real-time pipeline
- Third-party management
- Integrated quotes
- Sales force
- Commercial reports
Without Serpi CRM
Commercial processes limiting your growth
- Customer data scattered across spreadsheets and emails
- No real-time visibility of the sales pipeline
- Manual quotes without price control or approvals
- Sales force disconnected from the ERP
- Difficulty measuring commercial team performance
With Serpi CRM
Connected, efficient commercial management
- ✓Unified real-time sales pipeline
- ✓Centralized base: clients, vendors and employees
- ✓ERP-controlled quotes with price and discount approval
- ✓Integrated flow: CRM → Order → Dispatch → DIAN Invoice
- ✓Real-time commercial performance dashboards
- ✓Price list management by client and channel
When your sales team and ERP speak the same language, sales scale
Commercial CRM Ecosystem
7 integrated modules for the full commercial cycle
Sales Pipeline
Third-Party Management
Quotes
Sales Force
Sales Orders
Price Lists
Commercial Reports