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CRM

Everything you need to make the most of Sales Opportunities.

Simple organisation. Dynamic activities. Fast operations.

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Meet the integrative solutions from our partnersMarketPlace
Turn contacts into customers who purchase, value and recommend your products and services.


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Boost profits from the very first contact with potential customers.

CRM makes it much easier to turn initial contacts into genuine business opportunities. A number of automatic functions and a very simple and intuitive organisation of your schedule help you generate leads and make the most of opportunities.

Convert your customers' insights into a competitive advantage that will put you ahead of your rivals. The solution helps you communicate value at exactly the right moment. In other words, precisely when the customer is keen to invest.  

  • A simple, quick and intuitive sales method
  • Simplified management of the sales cycle
  • Activities designed to help you make the most of every opportunity
  • Speed and flexibility in creating proposals
  • Assertive collection processes
  • Easy monitoring of the business portfolio
Increase your commercial team’s productivity.


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PRIMAVERA's mechanisms for managing CRM help you identify opportunities. They simplify information management. They speed up the creation and management of proposals. They maximise the closing of business deals.

Learn more about this proactive sales method. Eliminate the heavy administrative load. Speed up your business with this solution ensuring: 

  • Simplicity in information management
  • Ease in identifying potential business deals
  • Flexibility in managing leads
  • Speed in creating proposals
  • Fast closing of business deals
  • Strict management of payment collections
  • Greater control over your business portfolio
  • A more focused and higher achieving sales team
Learn how to have access to this solution.


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On-premises
Obtain a perpetual usage licence for the solution.

Access your management solution in the most conventional way: On-premises.
With this method, you will have access to a perpetual software usage license.

You can also avoid unpredictable updating costs and high system maintenance costs with the Continuity Software Agreement (CSA). With the CSA, you are guaranteed to always benefit from new technological features and to follow up on legal and tax-related developments in various markets, at a controlled and competitive price.


Cloud
Pay only for what you use.

With the SaaS (software as a service) model, you do not need to acquire and install the software. Access is performed from an internet-connected device following the acquisition of a temporary usage license.

The use of this solution does not require an initial investment. Through payment of a monthly fee, you gain access to the software including its continuous maintenance and updates.
Maximise the conclusion of business deals with simple, quick and intuitive tools.


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Help your commercial team channel all their energy into closing business deals. If your processes for organising information are slow, you’ll be throwing opportunities your competition’s way. Keep the team focused on what’s really important. Simplify administrative management. Concentrate efforts on actually closing business deals that come your way.

CRM injects a new dynamic into commercial activity. Actions flow more smoothly. Results are more tangible. The mechanisms offered simplify the organisation of activities, optimise the management of contacts, boost the conclusion of sales opportunities, speed up collection processes, and solidify customer relations.

Structure information quickly. Organise data easily. Simplify planning. And success is sure to follow.

Make the most of all the information you have about your competition and potential customers.


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The information you have on potential customers, or even about your competition, can be a decisive factor in your results.

Optimise the management of information about Outside Entities (in other words, those you have no business relation with). Structure data simply and intuitively. Easily add information that enhances what you know about those entities.

Thanks to the mechanisms for the intuitive organisation of information, you can create value with very little effort. Quickly consult data on your competition - and then plan your strategies so that you clearly stand out from the crowd. Just as quickly, you can turn potential customers into actual customers, without wasting time filling out Customer Files.

Increase customer loyalty by managing your contacts efficiently.


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Personalise your relationship with your contacts. Forge a bond of proximity with them. Build up their trust. Exceed their expectations. Be a brand that everyone you deal with recommends highly.

This solution efficiently manages all your contacts (customers, outside entities and suppliers, among others). Easily add activities and sales opportunities to each contact. Enhance your relationship to the maximum. Speed up the conclusion of business deals.

It is possible to integrate the solution with electronic contact lists, so you can set it up to send notifications on special occasions. Stand out from the crowd by remembering special dates, such as birthdays or other occasions that are important to a particular contact.

Manage activities more dynamically.


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A dynamic schedule, which is organised simply and quickly, gives you centralised management of the activities to be carried out with each contact.

Every step in the process is fast and integrated. You schedule all the activities in a matter of seconds: the sending of an email, a meeting, a telephone call, a payment collection, a discount campaign, a sales opportunity, or whatever. Configure recurring activities easily and synchronise your schedule with electronic systems such as Google or Outlook.

Quickly check on the status of your scheduled activities. Easily access the list of pending activities or those that have already been concluded, and consult other data on your business portfolio.

Speed up receipt of payments with mechanisms that help you collect.


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Inject rigour and assertiveness into your collection processes.

Easily configure payment due alerts for each contact. Strictly follow the timing of payments established in the customer files. This solution makes it very simple to manage a payment collection schedule. When the operation has been concluded, the data are automatically updated in the Treasury.

You also achieve a high level of control over pending accounts. It's easy to check the statement of pending payments and the history of collection activities carried out.

Maximum flexibility in the management of Sales Opportunities.


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The processes are organised in an intuitive sales cycle. The status of each Sales Opportunity (SO) changes, according to the actual potential for closing the business deal. The information is centralised and pertinent details – competitors, contacts, activities, companies, etc. – can be added to each SO.

This solution also simplifies the creation and management of proposals. It automatically suggests a quote, based on a set of criteria such as the cost price, margin, sales value and profitability. You can create various types of proposals (main, alternative, or optional, for example) and automatically turn a proposal into a quote to be sent to the customer.

At the same time, you monitor the progress of your business portfolio. Assorted charts and a variety of statistics allow you to assess your progress, optimise pipeline management, and make realistic forecasts of your sales.

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