The pipeline does not match your sales
The imposed stages are too simple, too numerous or incompatible with internal approvals.
Sales · Customer relationships
A CRM that follows your sales cycle. Not a generic template.
GE2Smart builds focused CRMs for SMEs whose sales depend on specific rules, documents, approvals or handovers.
The right CRM is one the team uses without working around it.
A compact sales tool can cover exactly what matters: qualification, next actions, margin, documents, commercial approvals and handover to operations.
Follow-ups stay with individuals
Information depends on each salesperson’s calendar and inbox, putting continuity at risk.
Quotes live elsewhere
Amounts, versions, discounts and terms are scattered across documents and messages.
The handover to operations gets lost
A signed sale triggers new work, but the information is not handed over in a structured way.
Possible capabilities
A sales workspace focused on the next action.
The CRM is sized around your actual sales process and the information other teams need.
Accounts and contacts
History, people, documents, activities and useful context in one place.
A business-specific pipeline
Stages, probabilities, loss reasons and transition criteria suited to your organisation.
Follow-ups and next actions
Reminders, priorities and working views help prevent opportunities from being forgotten.
Quotes and approvals
Generation, versions, margins, discounts and approvals based on agreed rules.
Handover to operations
Create a case, project or intervention automatically after acceptance.
Understandable forecasts
Amounts, maturity, coverage and risks explained using available data.
Illustrative B2B scenario
A technical sale with margin approval.
The salesperson prepares an offer in a document, requests a discount by email and manually hands over the signed case. Management cannot see which offers are waiting for a decision.
The CRM centralises the opportunity, calculates thresholds, requests the right approval and turns the accepted offer into a complete operational case.
Salespeople know what to follow up, approvals remain traceable and operations receive the right information without re-keying.
Related use cases
Concrete scenarios, not an abstract feature list.
Each example starts from an existing way of working, describes a possible tool and states the outcome to aim for.
B2B services · SalesCustom CRM
B2B CRM for the real pipeline
Prospects, stages, next actions, quotes, special conditions and handover to operations.
Discuss a similar caseManufacturing · SalesWorkflow automation
Approval of special commercial conditions
Price, margin, payment or delivery exceptions reviewed by the right people with a complete history.
View the related solutionB2B services · SalesWorkflow automation
Sales-to-operations handoff
A signed opportunity becomes an operational case with the right fields, tasks and approvals.
View the related solutionB2B services · Customer serviceCustomer portal
Customer portal for cases and documents
Securely share status, documents, requests and next steps without multiplying emails.
View the related solutionBuild quickly, without building blind.
The prototype reduces risk. Framing data, access rights and exceptions protects the move into production.
Map the sales process
Clarify segments, stages, qualification criteria, documents and decisions.
Design the working view
Give each role an action list rather than a screen full of unnecessary fields.
Connect what matters
Link email, quotes, billing or ERP only where the benefit is real.
Review adoption
Use team feedback to simplify or extend the process.
Value should be visible in the daily work.
01A pipeline the team actually understands
02Follow-ups less dependent on memory
03Traceable commercial approvals
04A smoother handover from sale to delivery
Before framing your project.
The answers stay general. Your data, risks and constraints determine the final scope.
Why not use a standard CRM?+
A standard CRM is a good choice when your process can fit it without losing value. Custom development helps when rules, documents or handovers are genuinely specific.
Can we import contacts and opportunities?+
Yes, after checking data quality, duplicates and the permissions or consent applicable to the information used.
Can email be connected?+
Depending on the tools and permissions, selected activities, notifications or attachments can be synchronised without exposing more data than needed.
Can the CRM generate quotes?+
Yes, when pricing rules, templates and approvals can be formalised. Complex cases are scoped before development.
Your real caseShow us the current process.
Show us the current process.
We will tell you what is worth building.
Describe the process and mention any files or screenshots you could share during a later, secure exchange.