Products CRMFlow

In development

CRM for SAP Business One

A full CRM, with SAP Business One as the master.

CRMFlow gives sales and marketing the CRM they expect — leads, lifecycle stages, a pipeline board, quotes, activities, sequences and email campaigns — built on SAP Business One instead of beside it. Business partners, contacts, opportunities, quotations, activities and campaigns are the B1 records themselves, so nothing is retyped and B1 stays master. It is in development: the sales and marketing core runs in the current build against a simulated SAP Business One, and has not yet been verified on a live Service Layer.

Join the pilot See how it works
Video coming soon

The problem

Sound familiar?

  • SAP Business One has no place for a prospect that is not a business partner yet.
  • Reps keep deals in a separate CRM, then retype the customer and the quote into B1.
  • Emails and meetings stay in each rep's mailbox, so nobody sees the last conversation.
  • Campaign results never reach B1, so no one can tie a campaign to the revenue it brought.

How it works

From one step to the next, inside SAP Business One

Who does what, and which B1 document each step creates or updates.

  1. Rep or import

    Adds a lead; duplicates are checked against B1

    Lead
  2. CRMFlow

    Scores it and moves it through the lifecycle; at the stage you choose it goes to B1

    Lead business partner
  3. Rep

    Opens a deal and works it on the pipeline board

    Sales Opportunity
  4. CRMFlow

    Logs every email, call and meeting to SAP

    Activity
  5. Rep

    Builds the quote with B1 prices and sends an accept link

    Sales Quotation
  6. Customer

    Accepts; the deal is won and the quote is copied to an order

    Sales Order

Business case

Put your own numbers in

Every figure below is editable. Defaults are illustrative; use yours.

Inside CRMFlow

What your team sees

Screens shown with demo data from fictional companies. Some screens show features still in development.

CRMFlow: In development: a customer 360 with deals and activities (demo data)
In development: a customer 360 with deals and activities (demo data)
CRMFlow: In development: a deal and its B1 quotation (demo data, simulated SAP)
In development: a deal and its B1 quotation (demo data, simulated SAP)
CRMFlow: In development: weighted forecast by owner and month (demo data)
In development: weighted forecast by owner and month (demo data)
CRMFlow: In development: leads with stage, score and owner (demo data)
In development: leads with stage, score and owner (demo data)
CRMFlow: In development: the pipeline board by B1 sales stage (demo data)
In development: the pipeline board by B1 sales stage (demo data)

What you get

Built for B1, not bolted on

  • Accounts and contacts from every B1 company, B1 as master (current build)
  • Leads, lifecycle stages, scoring and push to a B1 Lead (current build)
  • Pipeline on B1 opportunities, forecast and B1 quotations (current build)
  • Activities in B1, mailbox logging and sequences (current build)
  • Campaigns with consent rules, mirrored to B1 Campaigns (current build)
  • Forms and web tracking (next release); service and AI (planned)

Who uses it

  • Sales reps
  • Sales managers
  • Marketing
  • Sales operations

Who it fits

Distributors, wholesalers, manufacturers and service companies on SAP Business One (HANA or SQL Server, 10.0 FP2108 or later) that sell through a sales team — in one company or several.

Download the brochure (PDF)

Next step

Shape it with us

We are building CRMFlow with a small group of early customers. Tell us how your process runs today.

Join the pilot Other ways to reach us