Client profile
Company, contacts, statuses, tags, comments and attachments in a single history.
In-house development · implementation tailored to your company
Dragon CRM
Every contact comes with a history and a next step.
A manager's workspace: companies, contacts, correspondence, files and tasks. It helps you pick up the conversation with a client where it left off.
Contacts sit in a spreadsheet, agreements live in a messenger, and the promise to call back has to be kept in your head.
FEATURES
What the product can do.
Next actions
Tasks with deadlines, "Today" and "Overdue" views, and completion marks.
Proposal draft
Preparation of a targeted commercial proposal based on the context of the record. The manager edits the text and decides when to send it.
Conversation outcomes
With telephony connected: the recording, transcript and summary of the call in the record.
Order in the database
Duplicate checks, contact import and limits on repeated actions with companies.
Data control
Backups with attachments and configurable exchange with external tools.
How the work is organized
- 01Company in the database
- 02Conversation and history
- 03Proposal and task
- 04Next action
IMPLEMENTATION RESULTWhat we hand over
What we hand over
to your team.
- A configured CRM and agreed statuses
- Transfer of the agreed source database with duplicate checks
- Setup of available integrations and a working guide
Connection to your systems
Can be implemented on its own or linked with tender search and company processing. If you already have a CRM, we first assess integration with it.
What we agree on in advance
Generating proposals requires connecting a model, and sending emails requires a mail server. The telephony scenario is connected separately. The scope of setup is fixed before work begins.
We determine cost and timelines after reviewing the source data and integrations. We fix the scope of work and acceptance criteria before the project starts.
DRAGON CRM / HOW IT WORKSThe history is close at hand.
The history is close at hand.
The next step is clear.
An interactive example with fictional companies. Select a card, change the status and complete the task. This is an illustration of how it works, not access to a client database.
CLIENT CARD
Sample company "Vector"
Supply of engineering equipment
Last comment
They requested equipment selection based on a specification.
Interaction history
- Company and contact source added
- Scope of supply discussed
- Specification received
Changes apply only to this example and reset when the page is refreshed.
Can be linked
into one process.
All products →ORDER SEARCHIn-house development
StroyDesk Tenders
Tenders matching your profile
Search and selection of tenders based on the company profile. Parameters, source, participants and results remain linked to the opportunity found.
- Search profile
- Working shortlist
- Different company roles
B2B DATAIn-house development
StroyDesk Contacts
Companies with verified data
Checking organizations by INN (Russian taxpayer ID), enriching cards from open sources, and preparing data for the sales department.
- Organization check
- Contacts from websites
- A source for every fact
NEXT STEPWe'll show you the product.
We'll show you the product.
We'll work through your task.
Tell us what you want to implement. You can start with a product name or a single example from your work.