Off-the-shelf CRM packages do not recognise the real sales flow of industry and export. We develop a custom CRM that talks to your ERP, modelling the long sales cycle, the sample-proforma-order chain, dealer management and quotation tracking around your own process.
A CRM is a system that gathers your customer relationships in one place; but most off-the-shelf CRMs are designed for businesses with short sales cycles and standard processes. In industry and export the work is different: a customer takes months to go from first conversation to first order, with sample requests, proforma invoice revisions, price negotiations, letters of credit and shipping terms along the way. Ready-made packages try to force this flow into their own template — and the teams abandon the tool and drift back to Excel and WhatsApp.
Custom CRM software fits the software to your process instead of fitting your sales process to the software. We model one-to-one the sample-proforma-order chain, quotation tracking designed around the export customer's language and documents, the dealer and distributor portal, and the stages your sales team actually follows. Which stage a quotation is waiting at, which sample went to whom and why a customer has gone quiet becomes a record, not a guess.
At Pan Innovation House we design the CRM not as an island on its own, but as a layer that talks to your existing ERP, e-invoicing, e-commerce and dealership systems. The source code is one hundred per cent yours, the architecture is API-first, development proceeds iteratively and every release passes the Pan Standard four-eyes review. After delivery we stay at your side with maintenance and an SLA.
In fields such as carpet, machinery, textiles and food, the journey from first contact to order takes months. Keeping sample, quotation and revision traffic in someone's head or in Excel lets quotations be forgotten and opportunities go cold. With a stage-based pipeline and reminders, no quotation is left without an owner.
Managing customers arriving from different countries, in different currencies and Incoterms, overflows a standard CRM. Multilingual customer cards, proforma and sample tracking and country-based price lists bring discipline to export sales.
Where dealers place orders by phone and message and price lists circulate by email, control is lost. A portal giving each dealer its own prices, account balance, order and quotation visibility puts both the dealer and you at ease.
If you cannot see how many quotations each rep opened, how many converted to orders and why an opportunity was lost, sales management runs on intuition. A custom CRM makes sales measurable, with reports built on your actual stages.
We model your real stages such as first contact, sample, quotation, proforma, order and shipment. Every opportunity sits at the right stage; waiting, cooling and won opportunities are visible on one screen and kept on track with automatic reminders.
Which sample went to which customer, which revision a quotation is on and which proforma is awaiting approval are tracked precisely. Quotation templates, price history and approval flows live inside the CRM; PDF and email output is produced in one click.
Multilingual customer cards, price lists by country and currency, Incoterms and payment-term fields, and contact history are designed in the language of export. An overseas customer's entire journey is gathered in a single record.
We build a role-based portal where dealers see their own account balance, prices, past orders and open quotations, and place orders and quotation requests online. It works on shared data with your existing B2B dealership system.
For customer account, stock, price and invoice data, it works integrated over APIs with ERPs such as Logo and SAP and with the GİB e-invoicing infrastructure. Orders created in the CRM flow to the ERP, and ERP balances flow to the CRM, one-way or two-way.
Meeting notes, call lists, quotation deadlines and follow-up tasks are organised per rep. Automatic reminders and email notifications at critical stages mean no step is forgotten.
We report metrics such as rep performance, conversion rates, win-loss reasons, opportunity value and forecast revenue against the stages you define. Dashboards are designed clean for management and practical for sales.
We sit down with your sales team, your dealer structure and your existing systems and map the real sales flow. The sample-proforma-order chain, stages, roles and integration points are pinned down at this stage; scope and prioritisation grow out of it.
We model customer, opportunity, quotation, dealer and account data, and plan the data flows on the ERP, e-invoicing and any e-commerce side with API contracts. Whether they run one-way or two-way is decided at the start.
We start from core modules such as the pipeline and quotation tracking, build piece by piece and show you every release live. We correct course with your feedback; every release moves forward through the Pan Standard four-eyes review.
We test the ERP and e-invoicing integrations with real data and run a pilot with the sales team and dealers. Training and documentation soften the transition, and we migrate your old Excel files and records into the system.
After go-live we provide maintenance, bug fixing and development for new needs under an SLA. Because the source code is yours, what is built is a sustainable partnership, not a dependency.
Giving a single figure would be wrong, because cost and duration are tied directly to scope: how many stages the sales process has, whether a dealer portal is needed, and how deep the ERP and e-invoicing integration goes are the deciding factors. After a discovery call we produce a clear scope, timeline and price. We talk in terms of your process, not made-up figures.
Yes. All source code we develop is one hundred per cent yours and is handed over. We do not tie you to us or to a closed licence; delivery and documentation are done so that you could continue with another team in future if you wish.
Because we design the architecture API-first, integration with ERPs such as Logo and SAP and with the GİB e-invoicing infrastructure is a core part. Depending on the API or data-access method the system in question offers, we set up the customer account, stock, price and invoice flows one-way or two-way.
Off-the-shelf CRM is good for short, standard sales processes. But needs such as the sample-proforma-order chain, multilingual export customers and dealer management are either absent from ready-made packages or limp along on forced add-ons. Custom development fits the software to your process — and stops the team abandoning the system and going back to Excel.
Yes. We build a role-based portal for dealers and distributors: they see their own account balances, prices, past orders and open quotations, and can place orders or quotation requests online. If you have an existing B2B dealership system, this portal works on shared data with it.
Yes. After go-live we provide maintenance, bug fixing and development for new needs under an SLA. As the system grows we can add new modules and update reports; because the source code is yours, this partnership runs flexibly and transparently.
In a 30-minute discovery call we listen to what you need and tell you honestly whether custom development or an off-the-shelf product is the better answer.
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