// BarkelTech CRM
Know where every deal stands, without asking in a meeting.
BarkelTech CRM brings together your customers, prospects, quotes and follow-ups. Sales reps keep it updated from their phones; management tracks upcoming revenue.
Sales pipeline · 8 open deals
€301,700 in progress
Features
What a sales team needs, and nothing that slows it down.
Sales stages, record fields and dashboards follow the way you sell. A CRM people have to work around doesn't get filled in; this one is built to be.
Pipeline
Your deals by stage, with amount, probability and expected close date. Drag and drop to move a deal forward.
Companies and contacts
A customer's full history on one page: contacts, conversations, quotes, orders, invoices and documents.
Quotes
Quotes generated from the deal, using your catalogue and terms. You know when the customer has opened it.
Activities and follow-ups
Calls, meetings and tasks scheduled. A deal with no next step is flagged before it's forgotten.
Calendar
Synced with Google Calendar or Outlook. Customer meetings show up where your reps already look.
Dashboards
Signed revenue, weighted forecast, conversion rate by rep and by source. Export in one click.
Permissions and confidentiality
Each rep sees their own accounts; margins and amounts can be hidden by role.
ERP connection
Customers, items and orders synced with your ERP — SAP Business One or any tool with an API.
Import and export
Your existing customer files brought across, and any list exported to Excel.
In practice
A customer visit, with no double entry.
What a sales rep does in BarkelTech CRM on an ordinary day.
- 8:30 amThe app shows the day's three meetings, with the address, the contact and the last conversation for each.
- 2:30 pmBefore going in, Antoine rereads the record: the latest proposal, and the notes his colleague left a month ago.
- 3:40 pmBack in the car, he adds a note, moves the deal to negotiation and schedules a follow-up in ten days.
- FridayManagement opens the dashboard: the quarter's forecast is up to date, with no meeting and no consolidated spreadsheet.
// Demo and quote
See BarkelTech CRM with your own cases.
The demo takes 30 minutes, using examples close to your business. The quote depends on the number of users and the modules you choose, and we send it to you after our conversation.
// Mobile app
Your sales reps spend their day on the road. So does the CRM.
The app gives access to customer records, deals and the calendar, and lets reps update everything between two meetings.
Prepare a meeting
History, contacts and open deals on one screen.
Instant meeting notes
A typed or dictated note, attached to the right customer.
Directions
Opens straight into Apple Maps or Google Maps.
Works offline
Records stay available with no signal.
Setup
Up and running in a few weeks, with your own data.
We don't leave you alone with a settings screen. A BarkelTech project manager handles the rollout with you.
Week 1
Scoping
Together we define the sales stages, the fields you need and the metrics you track.
Week 2
Import
Your customers, contacts and open deals brought across, with duplicates removed.
Week 3
Connections
Calendar, email and, if needed, your ERP connected.
Week 4
Rollout
The sales team gets started, on its own deals.
// Frequently asked questions
We already use a CRM. Can we migrate?
Can the CRM connect to our ERP?
Can we limit what each rep sees?
Do sales reps need training?
See BarkelTech CRM with your own cases.
The demo takes 30 minutes, using examples close to your business. The quote depends on the number of users and the modules you choose, and we send it to you after our conversation.