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Aptix Technology
Concept ProjectCRM & ERP Systems

Consultative Sales CRM

A concept for a lightweight CRM designed around a long, multi-stakeholder B2B sales cycle instead of a generic pipeline.

Concept illustration. Not a screenshot of a deployed product.

The problem

Teams with long sales cycles often find general-purpose CRMs either too complex or too simple. Contacts live in inboxes, follow-ups are missed and forecasting relies on memory.

Our proposed solution

A CRM with stakeholder maps per account, stage-specific checklists, automatic follow-up reminders and a forecast view based on stage and activity rather than guesswork.

Key features

  • Account and stakeholder relationship mapping
  • Stage checklists that reflect the real sales process
  • Automated follow-up reminders and email logging
  • Pipeline and forecast dashboard

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