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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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