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B2B Operational CRM

Unify Sales, Quotes, Field and ERP on One Backbone

From lead & pipeline to B2B quote/contract engine, ERP sync, field activities and audit logs—manage the full customer lifecycle from one center.

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Explore Our Process

Why standard CRMs fail B2B operations

  • Scattered customer memory: meetings, quotes and service history stay in email/Excel—no single source of truth.
  • ERP ↔ CRM disconnect: orders, stock and invoices never reach CRM; sales works blind.
  • Manual quote processes: B2B quotes and contracts live in Word; approvals and version control disappear.
  • Field & HQ disconnect: visits and service activities reach HQ late—or never get logged.

“If CRM ends at sales, the business is flying blind.”

Hades Solution

Hades: B2B Operational CRM

We turn CRM into more than a sales tool—an operations backbone connecting quotes, contracts, ERP, field work and omnichannel communication.

Sales
Field
One Hub
CRM ↔ ERP

Bi-Directional Integration

Audit + RBAC

Traceable Memory

B2B Customer Lifecycle Management

Operational CRM Modules

Lead & Pipeline Engine

Manage leads, opportunities and pipeline stages for B2B sales cycles.

B2B Quote & Contract Engine

Run quote templates, pricing, approval flows and contract versions in one engine.

ERP Integration

Bi-directionally sync customers, orders, stock and invoices with ERP.

Field & Service Activity Tracking

Connect field visits, service work orders and mobile activity logs to HQ.

Audit Log & RBAC Customer Memory

Know who changed what and when; keep an auditable customer memory with RBAC.

B2B CRM Use Cases

B2B Sales & Quote Management
Field Service & Activity Tracking
ERP-Integrated Customer Portal
Omnichannel Communication & Loyalty

Your Advantage: Operational Clarity

Single Source of Truth

Customer, quote, order and field history unite on one backbone.

End-to-End ERP Flow

Processes move from sales to invoice without breaks.

Auditable Governance

Audit logs and RBAC deliver compliance, security and accountability.

How We Integrate

  1. 01

    Needs Analysis & Process Mapping

  2. 02

    Module & ERP Integration Design

  3. 03

    Pilot, Data Migration & Quote Engine

  4. 04

    Rollout, Field Mobile & Training

Frequently Asked Questions

Will the CRM integrate with our existing ERP?↓

Yes. We design API/ETL-based bi-directional integration for customers, products, stock, orders and invoices so CRM and ERP stay in sync.

Do you support B2B quote templates and approval flows?↓

Yes. Line items, multilingual templates, approval chains, versioning and contract outputs are managed in the B2B quote & contract engine.

How do you handle privacy / KVKK compliance?↓

RBAC, audit logs, retention policies and field-level masking where needed keep personal data processing controlled and traceable.

Can field teams access the system on mobile?↓

Yes. Field visits, service activities and work orders sync to HQ through mobile-friendly interfaces in near real time.

Can we migrate data from our old CRM?↓

Yes. We plan migration for customers, leads, opportunities and interaction history with validation and a controlled cutover.

  • Pipeline
  • Quotes
  • ERP Sync

Turn Your CRM Into a B2B Operations Backbone

Or message us directly on WhatsApp →

Select your pipeline, quote/contract, ERP integration, field activity and audit needs; our team will prepare your operational CRM roadmap.

Service context: Operational CRM

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