Manage Relationships - Drive Greater Results

With Business Online CRM, you get full visibility of contacts, contracts, sales opportunities, and suppliers. Systematic follow-up and real-time status updates ensure that no opportunity slips through the cracks, helping you build stronger relationships, boost sales, and enjoy a more efficient workday.

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Overview of Sales Opportunities

Get a detailed view of all your sales opportunities, including:

This makes prioritization easier and ensures that no sales opportunities are lost due to poor follow-up.

CRM module interface in Business Online showing active sales opportunities with lifecycle stages, probability, and assigned sales reps.

List view of the company’s registered sales opportunities

Standardize the Sales Process

With Business Online CRM, you can create checklists to standardize different sales processes, such as:

This makes it easy for employees to follow the company's best practices, ensuring that no critical steps are missed. 

Business Online CRM interface showing sales opportunity lifecycle and pipeline management

Workspace for a sales opportunity

Key Features & Benefits

Complete Overview of External Business Relations

Manage customers, suppliers, competitors, and partners in one central company database. Smart filtering and customizable views make it easy to tailor the list to your needs.

Structured Sales Pipeline with Clear Follow-Up

Track every sales opportunity from lead to closed deal with a defined process, status updates, and ownership. Each opportunity has its own workspace with documents, tasks, and contact details – everything you need to close the sale.

Seamless Linking Between CRM Elements

Companies, contacts, leads, and contracts are interconnected, giving you a complete picture and saving time across your customer, contract, and project work.

Contract Management with Version Control

Register and manage customer and supplier contracts with clear roles, statuses, and follow-up dates. The contract workspace gives you full control, including document management and approval workflows.

Contact Management with GDPR Compliance

Keep track of key contacts linked to companies, contracts, and opportunities. Each contact is structured for easy access and supports activity logging and GDPR-compliant storage.

Workspace for Every Company

Each company gets its own digital workspace with quick access to projects, contracts, documents, and QHSE cases – all in one place and structured for efficient collaboration.

Central Hub for Business Relations

Create a central hub for your company's relationships, making it easy to manage and locate contracts and contact information. This provides a clear overview and quick access to the information you need, exactly when you need it.

Business Online CRM – Overview of companies with key contacts, ownership, organization number, and relationship types.

List view of the company’s various relations

Structured Supplier Follow-up

Gather and organize critical information related to your suppliers and business partners. Establish a standardized supplier evaluation process to ensure that all suppliers undergo a structured assessment.

Supplier evaluation progress in Business Online CRM system showing 65% completion and document tracking for AeroTech Systems.

Workspace for a supplier

Contract Management

A centralized hub for your company’s contracts, with access-controlled workspaces. Use predefined document libraries to maintain full visibility of both active and expired contracts with suppliers, customers, and business partners.

CRM contract overview in Business Online showing contract status, internal owners, and follow-up dates for multiple companies.

List view of company contracts

Frequently asked questions

CRM stands for Customer Relationship Management. A CRM system is a powerful tool that helps businesses grow by eliminating friction, improving collaboration across departments and locations, and keeping track of contact information.

A CRM system makes it easier to create a seamless customer journey by enabling personalized follow-ups, ensuring that customers feel even better taken care of. 

There are many great reasons to use a CRM system. Here are some key benefits: 

  • Standardized sales opportunity management – Managing multiple sales opportunities can be time-consuming, and remembering to follow up with every prospect is a major task. A CRM system automates follow-ups, reminding sales reps when to reach out, tracking past interactions, and providing a complete customer journey overview. 
  • Valuable analytics – A CRM system does more than collect customer data; it also analyzes insights to help sales teams optimize their processes and improve performance. 
  • Better customer follow-up – Throughout a customer relationship, information accumulates from various departments. A CRM system consolidates this data in one place, making it easily accessible to employees who need it. This helps you provide better customer service. 

A great CRM system provides better visibility into the sales pipeline, consolidating all sales opportunities in one place. It should give the sales team a clear overview of key details for every sales opportunity and equip them with the tools they need to close deals efficiently.

A CRM system helps businesses track and manage every step of the sales process, organizing customer data and communications in one central hub. For example, integrating a CRM system with your email inbox allows your team to store customer interactions and correspondence in one place. This ensures that everyone is always up to date on the latest developments in customer communication. 

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No temporary storage required. Move emails and documents directly from your inbox into Business Online.

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Conduct regular assessments of your suppliers. Perfect for companies subject to the Transparency Act!

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Streamline the creation and distribution of customer proposals in Business Online.

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More modules in Business Online

Comprehensive project management providing clear oversight, greater control, and improved collaboration throughout your projects.

QHSE

Complete QHSE management in one module. Simplify reporting, risk management, and document control.

Reduce administrative work, avoid mistakes, and achieve better employee management—from onboarding to performance reviews.

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