CRM/Sales

Be successful, be effective and win more businesses  –  with Sweet CRM everything is possible.

Sell smarter and achieve better results

With a user-friendly CRM system based on your needs, you keep a close eye on your customer relationships, activities and business opportunities. With Sweet you streamline sales efforts and get a full overview of your customers in all parts of the process. By fully monitoring the processes, you no longer need to pursue efficiency but instead, you focus on what you do best – manage your customer relations.

You can do this and much more in Sweet

Keep track of customer relationships

Administrate all business relationships in Sweet by tagging them accordingly. Keep track of your customer buying process journey. Analyse business agreements and new business opportunities.

As with anything else in the Sweet portal, you can easily relate private persons or companies with, for example, deals, cases, projects, other contacts and market projects. Get a clear picture of how objects in the system are connected and make both internal and external collaboration easier by defining various customer touchpoints.

Collect everything in one place

On the customer card you can easily see contact information, GDPR information, activities and relations – access all information about your customer from one place in Sweet. In our product you decide which information you want to see – choose between displaying all or only selected information according to your personal needs and make your work more effective.  Having everything in one place helps you to improve cooperation with your customers.

Plan the work

Plan your successful working day by linking tasks, conversations, meetings and email activities. Book appointments in Sweet and connect them to the Outlook calendar or save meetings and e-mails from Outlook to Sweet. Design your own e-mail templates in Sweet. Improve your template with our dynamic data fields. It has never been easier to plan the work.

Create and keep track of deals

Increase the growth of your company and get a clear overview of all your business opportunities by using our pipeline functionality. Use the sort function to view your deals in a specific order and narrow your search by using our filter functionality. Be proactive and up to date and don’t miss any business opportunities.

Create workflows

Make your sellers life easier with the right tool. In Sweet, you not only easily sort, create both selections and lists but also prioritize and send lists to the responsible sellers. Sweet helps you to improve the level of your sales department. Keep track and follow up your customer meetings with the help of the Sweet visit planning dashboards.

Tags

Tag your objects in the system with customized tags which can be easily created in the portal. Tags help you to search for objects with similar characteristics. The filter option helps you to find the objects with different tags in no-time.  Tagging objects helps you to organize your information and structure your work in an easy way.

Invite the customers

Keep your customers updated through a shared customer portal. Choose what information should be visible to the customer and allow them to actively communicate within your growing business.

Follow-up

Analyze all the crucial data gathered from the Sweet portal. The follow-up in our system saves you time and provides you with a transparent view of collected data -making your everyday work faster and easier.

News feed

Communicate easily and quickly, externally or internally in the portal, through the newsflow. Keep your employees up to date and share the latest information.

Keep track of customer relationships

Administrate and manage all relationships in Sweet by tagging them accordingly. Keep track of what stage of the buying process the customer is and what relationship you have with the person, agreement and business. As with anything else in the portal, you can easily relate and link a person or company with, for example, deals, cases, projects and other contacts or market projects. Get a clear picture of how things are connected and facilitate collaboration internally by letting everyone know what touch points you have with your customers.

Collect everything in one place

In Sweet, you decide which information you see on the customer cards. Choose between displaying all or only selected information. Have access to more than basic information, the customer card in Sweet will provide you with customers’ connections, activities and relations – access all the information from one place in Sweet system. Having everything in one place helps you to improve cooperation with your customers.

Plan the work

Plan your successful working day by linking tasks, conversations, meetings and email activities. Book appointments in Sweet and connect them to the outlook calendar or save meetings and e-mails from Outlook to Sweet. Design your own e-mail templates in Sweet. Improve your template with our dynamic data fields. It has never been easier to plan the work

Create and keep track of deals

Increase the growth of your company and get a clear overview of all your business opportunities by using our pipeline functionality. Use the sort function to view your deals in a specific order and narrow your search by using our filter functionality. Be proactive and up to date and don’t miss any business opportunities.

Create workflows

Make your sellers life easier with the right tool. In Sweet you can not only sort easily, create both selections and list but also prioritize and send lists to the responsible sellers. Sweet helps you to improve the level of your sales efforts. Keep track and follow up your customer meetings with the help of the Sweet visit planning dashboards.

Tags

Tag your objects in the system with customized tags which can be easily created in the portal. Tags help you to search for objects with similar characteristics. The filter option helps you to find the objects with different tags in no-time. Tagging objects helps you to organize your information and structure your work in an easy way.

Invite the customers

Keep your customers updated through a shared customer portal. Choose what information should be visible to the customer, and allow them to actively communicate within your growing business.

Follow-up

Analyze all the crucial data gathered from the Sweet portal. The follow-up in our system saves you time and provides you with a transparent view of collected data -making your everyday work faster and easier.

News feed

Communicate easily and quickly, externally or internally in the portal, through the newsflow. Keep your employees up to date and share the latest information.

Follow-up

Analyze all the crucial data gathered from the Sweet portal. The follow-up in our system saves you time and provides you with a transparent view of collected data -making your everyday work faster and easier.

Experience the benefits

Streamline the workflow and save time

Simple management of relations and customer information

Strengthen the customer
relation

The right information at the right time

Want to get started?