Customer overview you can't outgrow
Contacts, appointments and history, locked in personal inboxes and spreadsheets. Business Online gathers everything about the customer in Microsoft 365.
Do you recognise these growing pains?
The customer is in someone's inbox
Key agreements, customer follow-up, contact history and supplier communication, locked in personal email threads and inboxes. When the salesperson leaves, the knowledge leaves too.
Three systems. Three truths.
Contact info in Outlook. Project history in Excel. Contracts in a SharePoint folder. Ask three people, get three answers.
Same info, three times
New customer information is registered in CRM, updated in Excel and copied to email. Three times the work. And always a version that is lagging behind.
Three salespeople. One customer. Zero coordination.
The customer is contacted by three people from the same company, without anyone knowing about the others. Unprofessional. And avoidable with the right system.
CRM that is actually used
All your customer information in one place, in the tools you open every morning. No separate CRM app that nobody bothers to update.
Replaces information loss
Business register with Brønnøysund
Organisation number, address and industry are automatically retrieved from Brønnøysund. Always correct, always up to date, without anyone making mistakes.
Replaces forgotten opportunities
Sales pipeline with quality control
Each opportunity follows a defined process with a quality control plan (QCP). Nothing slips through the cracks. Management sees the pipeline in real time.
Replaces contract root
Contract Management
Contracts, renewals and terms collected per customer. Automatic reminders before expiry, so no contracts slip through the cracks.
Replaces fragmentation
360° customer overview
Everything about the customer in one place: contacts, projects, contracts, documents and communication. New hires are up to speed in minutes, not weeks.
360° customer overview with business register and sales pipeline
"When we can streamline our processes around managing our CRM tool, we free up time for other things. Which in turn means we can be out and about more and sell even more. And as far as we're concerned, the system works just as well on the PC as in our pockets. This means that we can take it with us everywhere, which also saves time."
How Business Online CRM works
What actually happens when everything about the customer is gathered in one place.
Corporate workspace
Everything about the customer in one place
Contacts, projects, contracts, documents and communication - all in one workspace per organisation. New hires are up to speed in minutes, not weeks.
Built on SharePoint, so documents are stored where the team already works. No double storage, no files that take on a life of their own.
360° customer overview with contacts, projects, contracts and history
Sales pipeline with QCP
Sales opportunities that don't fall through the cracks
Each sales opportunity follows a defined process with a quality control plan (QCP). From first contact to signed contract, each step has a status, responsible party and deadline.
Management sees the pipeline in real time. No need to ask «how are sales going?» - the answer is already there.
Sales pipeline with opportunities, phases and probabilities
Contract Management
No contracts that slip through the cracks
Contracts, renewals and terms collected per customer. Automatic reminders before expiry, so you'll never lose a renewal because no one was paying attention.
Each contract is linked to the right opportunity, project and contact person. When expiry approaches, you know who owns the relationship.
Contract overview with expiry dates, renewals and conditions
Brønnøysund integration
Always the right business information
Automatic lookup against Brønnøysundregistrene when you create a company. Organisation number, address and industry are retrieved directly - no manual registration.
You enter the organisation number. Company name, address and industry are filled in automatically. Always up to date, always correct.
Company registration with automatic Brønnøysund posting
AI INTEGRATION
Query your customer data in natural language
What if you could just ask?
«What do we know about company X?»
«Show all open sales opportunities over 500,000 SEK»
«What opportunities are there in the negotiation phase?»
No navigation, no report building. Just questions and answers.
One platform. Four less growing pains.
The CRM module provides an overview of your customers. But when the customer is linked to projects, quality and personnel, you don't have to stitch together three systems.
PROJECT
Opportunity becomes project
The sales opportunity is closed. The project is created. Customer information is automatically included - no double registration, no forgotten details.
QHSE
Customer enquiries and complaints are captured as deviations - linked to the right customer and project. Systematically, not randomly.
PERSONNEL
See customer relationships on a personal level. When someone leaves, you know exactly which customers need to be transferred.
Frequently asked questions about CRM
Customer overview built on Microsoft 365. Contacts, sales opportunities, contracts and history - gathered where you already work, in Outlook, Teams and SharePoint. Over 60 companies in Norway use it today.
Right. Emails from Outlook are linked to the right customer. Teams channels are created per project or customer. You work in the tools you already use - CRM is built-in, not an extra app on the side.
HubSpot and SuperOffice Good CRMs exist, but they operate separately from the rest of the business. Business Online is built within Microsoft 365, directly connecting sales opportunities to projects, quality, and HR, and automatically retrieves business data from Brønnøysund. The difference is one platform versus three integrations.
A checklist that follows the sales opportunity from first contact to signed contract. Each step has a responsible person and a deadline. The point is simple: when the process is defined, fewer opportunities slip through the cracks.
Includes. Excel, CSV and other CRM systems. The Brønnøysund integration fills in updated organisational information automatically, so you don't have to manually clean data.
How to do it. Start with CRM, add the rest as the need arises. The interesting thing happens when a sales opportunity automatically becomes a project, or a customer complaint becomes a deviation, without anyone having to re-enter it.
Learn more about customer management
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Do you have questions about customer management?
Write to us and we'll be in touch within one working day. Or, book a demo with us directly.
Ready to grow, without the growing pains?
See the platform in action. 30 minutes. No obligations. We'll show you what it looks like with your customers and sales opportunities.