Customer and company records
Customer and company records is designed around your users, operational rules and measurable business objectives.
Enterprise Solutions
CRM Software Solutions
Manage customer relationships and sales from one platform
Centralize customer records, leads, opportunities, proposals and sales activity.
Lead
Acme
Nordic
Proposal
Helix
Atlas
Won
Orbit
Sales pipeline management
Lead tracking and assignment
Proposal and activity records
Role-based sales reports
Service overview
What are CRM Software Solutions?
Centralize customer records, leads, opportunities, proposals and sales activity.
A CRM brings the full history of each commercial relationship into one platform: customer and company records, leads, opportunities, proposals and orders.
A custom CRM follows your sales terminology, approval steps, proposal structure and integrations, focusing on the flows your team actually uses instead of unused fields.
- Reduce manual work and avoidable errors
- Create one reliable source of operational data
- Improve visibility and accountability
Scope
What we build
Lead management
Lead management is designed around your users, operational rules and measurable business objectives.
Sales pipeline
Sales pipeline is designed around your users, operational rules and measurable business objectives.
Proposals and orders
Proposals and orders is designed around your users, operational rules and measurable business objectives.
Tasks and reminders
Tasks and reminders is designed around your users, operational rules and measurable business objectives.
Interaction history
Interaction history is designed around your users, operational rules and measurable business objectives.
Sales reporting
Sales reporting is designed around your users, operational rules and measurable business objectives.
Email and APIs
Email and APIs is designed around your users, operational rules and measurable business objectives.
Delivery model
How we work
- 01
Sales flow analysis
We define lead sources, stages, and approvals together.
- 02
Data model
We establish company, contact, opportunity, and activity relationships.
- 03
Pipeline setup
We configure stage, probability, and owner rules.
- 04
Proposal module
We build template, revision, and approval flows.
- 05
Integration
We connect email, ERP, and marketing tools.
- 06
Team training
We train sales on activity discipline and reporting.
System architecture
Example system architecture
We design a controlled stack from user interfaces through API, backend and data layers, with CRM, ERP, payments and third-party services connected where they belong.
Email
ERP orders
Calendar
Account and company records
Lead management
Pipeline and opportunities
Proposals and activities
Reporting layer
Phone / VoIP
Marketing automation
Email
ERP orders
Calendar
Capabilities
Technologies we use
- Next.js
- TypeScript
- PostgreSQL
- REST API
- Workflow
- Authentication
- Analytics
- Cloud
- React
- Node.js
Our approach
Why Pars Medya?
Pars Medya combines business analysis, product design and software engineering in one accountable team. We communicate clearly, avoid unnecessary complexity and build maintainable systems that can grow with your organization and international ambitions.
Prevent lost opportunities
Leads do not sit unowned in pipeline stages.
Proposal discipline
Versioned proposals and approval history live in one place.
Activity visibility
Calls, meetings, and emails attach to customer history.
Sales forecasting
Pipeline probabilities support period targets.
Organization-specific terminology
Field names and stages are modeled to your sales language—not forced from a generic CRM.
Outcomes
What this delivers for your business
Single source of sales truth
Customer, lead, and opportunity data leave scattered spreadsheets.
Faster lead response
Assignment and reminders shorten time to first contact.
Proposal-to-order trace
Approved proposals can flow into operations systems.
Team performance
Activity and close metrics appear on manager dashboards.
Customer history
Every touchpoint merges on one customer record.
Scalable sales
Adding teams or regions does not break the pipeline model.
Use cases
Where this service fits
Growing organizations
Teams replacing spreadsheets and disconnected tools with managed workflows.
Multi-team operations
Processes requiring shared data, approvals and clear responsibilities.
Digital products
Customer-facing services that need secure and scalable technology.
How we engage
From discovery to pilot, from pilot to ongoing support
Every project starts with a small, clear step. We decide on the next stage together once you have seen the results of the previous one.
- 01
Discovery workshop
We clarify goals, users, current workflows and integration needs together.
- Process and needs map
- Scope and priority list
- Technical approach and risks
- Phased roadmap and proposal
Price: quoted to your needs
Discuss this stage - 02
Fixed-scope pilot
We deliver the most valuable part identified in discovery as a pilot with scope and timeline agreed up front.
- Written scope and timeline
- Regular demos and feedback
- A tested, usable first release
- Agreed success criteria
Price: quoted to your needs
Discuss this stage - 03
Monthly support & development
After launch we monitor, maintain and keep developing the system in planned increments.
- Maintenance, updates and security checks
- Monitoring and issue tracking
- Monthly development plan
- Regular reporting
Price: quoted to your needs
Discuss this stage
FAQ
Questions teams usually ask
What is the main difference between an off-the-shelf CRM and a custom CRM?+
An off-the-shelf CRM is shaped around generic processes; a custom CRM directly supports your terminology, sales stages, permissions and existing system connections.
Can existing customer data be moved to the new CRM?+
Yes. After reviewing data quality we migrate through mapping, cleansing, a trial import and validation.
How long does a crm software solutions project take?+
Timing depends on scope, roles, integrations and migration needs. After discovery we provide a realistic phased plan.
Do you provide support after launch?+
Yes. Monitoring, maintenance and further development can continue under an agreed support model.
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Share your pipeline, lead, proposal, and activity needs—we will design the CRM architecture together.