A ready-to-use CRM.Made for your company.
Contacts, opportunities, quotes and follow-ups are together so you can start managing sales. This CRM is yours: work with Shappy to shape its fields, stages and rules around the way your company sells.
A prospect should not get lost between meetings.
On Monday, Emma prepares her sales review. She separates deals to qualify, proposals to revise and commitments to hand over.
- 01
Qualify the need
Link the company, its contact and an opportunity with an owner and a due date.
- 02
Prepare the proposal
Review quote lines and the deal context before changing quantities or prices.
- 03
Decide what comes next
Keep a dated activity for every open deal. A won sale prepares the handover to the delivery team.
Four views of the sales record.
The pipeline shows priorities; contacts, quotes and activities provide the detail needed to act.
Spot deals awaiting a decision.
Move a deal through this fictional pipeline, then open its linked contacts and quotes.
Your sales criteria, in your CRM.
Tell Shappy what needs to change. Watch your software take on your way of working.
Your software, your rules
Add a decision date to opportunities. Before moving to proposal, require a decision-maker and a dated next action.
Watch the transformation
Take this example for a spin.
Switch views, open a record and try the available actions. Linked records show how the workflow fits together.
Useful connections for the sales record.
A connector does not replace your sales process. Each transfer needs a record scope and a clear owner.
- Existing contacts
Companies, contacts and owners to match to your records.
What is needed : Contact import and merge are not delivered in the current scope. A sample helps define a separate migration project.
- Gmail and Google Calendar
Conversations matched to contact addresses, follow-up drafts and sales meetings.
What is needed : Connectors identified on the platform. Each user connects their account; message access, selected calendars and record matching must be authorised. The preview creates no messages or meetings.
- From sale to delivery
Customer, accepted quote and scope to pass to projects or finance.
What is needed : Cross-application invoice conversion is not delivered. Any transfer needs an authorised connection, mappings and validated document rules.
Start with a real sales review.
- 01
Choose open deals
A few representative contacts and opportunities are enough to define the workflow.
- 02
Define the stages
Agree qualification criteria, owners and expected actions.
- 03
Make room for your rules
Describe your qualification and stage criteria to Shappy. Check the changes on a proposal before expanding data migration.
Your questions before choosing your software.
Can we keep our way of selling?
Yes. Contacts, opportunities, quotes and activities give you a working starting point. You can then evolve your application with Shappy: sales stages, qualification criteria, fields and roles. We define the changes using your deals and check how they work before release.
Can we migrate our contacts?
The application manages linked clients and contacts, but import and merge are not delivered. Migration of your file must be defined and verified separately.
Are emails sent automatically?
Not in this preview. In your application, sending requires a connected account, a recipient and an approved workflow.
Does a quote become an invoice?
Cross-application invoice conversion is not delivered. Any transfer needs an authorised connection, mappings and validated document rules.
Can we attach and open files?
Record references and notes remain available. File upload, download and deletion are disabled in this release; activation requires the RootCX access-control update.
Make this CRM your own.
Start with a prospect, a proposal and your follow-up rules. The sales workflow is already in place; let’s define what should reflect your company.
Bring a representative record and your working rules. We will define data migration and the first changes to check.