A clear CRM for sales teams

Every partner, sale and next actionin one clear sales flow.

CRM ASAP connects partner records, sales opportunities, responsible employees, activities and documents. The team always knows what was agreed, who owns the sale and what comes next.

  • No more scattered spreadsheets
  • Complete sales history
  • The next action is always visible
CRM ASAP partner profile view with sales, KPI metrics and the next scheduled action

Next action

Product presentation

Tomorrow · 10:00 AM · Jelena Petrović

Built for owners, sales reps and sales teams who want a clear overview

Small and medium businesses
B2B sales
Service companies
Field sales reps
Teams handling multiple offers

The problem isn't a lack of data

The problem is that no one has the full picture of the sale.

When information stays in spreadsheets, private messages and notes, a sale depends on one person's memory instead of a clear process.

Sales are scattered across spreadsheets

Partners, offers and agreements live in different Excel files that no one updates the same way.

Context stays buried in messages

An important call, comment or document is hard to find when a decision needs to be made or a sale needs to be taken over.

The next action gets forgotten

An offer was sent, but it's unclear who should follow up with the partner, when, and about what.

Partner profile

From first contact to results: everything you know about a partner.

The partner screen brings together basic information, contact details, the collaboration history, all sales, products and performance metrics. The partner rating shown in the hero section is calculated from the actual ratio of won and lost sales.

68%
Win rate
17
Won sales
6
Sales in progress
24 days
Average close time

Rating based on sales win rate

Sale detail

One sales opportunity. One screen. No unclear ownership.

Clicking a sale opens a dedicated screen with the product, status, responsible employees, documents, notes, actions and a complete timeline.

NewIn progressOn holdWonLost

Nothing gets lost

Every activity stays recorded, so any team member can pick up exactly where the last one left off.

CRM capabilities

Enough structure for control. Simple enough for everyday work.

Multiple sales per partner

Every offer or sales opportunity is tracked separately, alongside the same partner overview and collaboration history.

Clear ownership

Assign one or more employees and always see who owns a specific sale.

Scheduled next actions

Schedule, reschedule, complete or cancel the next step without extra reminders outside the CRM.

Complete sales history

Every status change and activity is recorded automatically, in order.

Documents and comments on every sale

Materials the team needs stay linked to the specific sale instead of living in private folders and chats.

Location context

Coordinates can be part of a sale whenever the partner's or meeting's location matters for the work ahead.

Sales timeline

No need to ask “what happened here?”

From creating the sale to a won or lost outcome, every important change stays in chronological order. A new team member gets up to speed quickly, without digging through messages.

New sale created

Today at 9:12 AM · NikolaThe partner and product are linked to the new sale.

Responsible person assigned

Today at 9:18 AM · MarijaJelena Petrović now owns the next steps of the sale.

Call logged

Today at 11:40 AM · JelenaThe partner is requesting the final offer and a presentation date.

Next action scheduled

Tomorrow at 10:00 AM · JelenaOnline product presentation and agreement on the next step.

CRM ASAP sale timeline with status changes, employee assignments, activities and scheduled actions

A simple sales process

From a new opportunity to a clear outcome in four steps.

  • 1

    Choose the partner and product

    For a new sale you only pick a partner and a product. The CRM stores the product data exactly as it was at the moment the sale was created.

  • 2

    Assign owners and start the sale

    The team gets a clear status, ownership and context, with no extra spreadsheet to maintain.

  • 3

    Log activities and next actions

    Calls, meetings, comments, documents and rescheduled dates build the chronological history of the sale.

  • 4

    Close the sale without losing history

    Mark the sale as won or lost, while the complete flow stays available for partner analysis.

Continue the business flow

The sale is closed. The work is just beginning.

When a sales opportunity becomes a job to deliver, continue the organization in the Dispatch ASAP module. Plan deliveries, field teams, locations, services, tasks and field work within the same ASAP platform.

From sale to delivery

A closed sale isn't the end of the process.

If a sale is followed by delivery, a field visit, installation, service or other on-site work, you can continue that work in the Dispatch ASAP module.

  • Delivery
  • Field team dispatch
  • Installation
  • Service
  • Locations and tasks
  • Execution tracking
See Dispatch ASAP

One business context

A CRM that doesn't start from an empty address book.

CRM ASAP uses existing ASAP Core data about partners, products, employees, files, coordinates and comments. The sales team doesn't build a new isolated system — it uses the same business context the company already knows.

Partners and contacts

Products

Employees

Files and documents

Coordinates

Comments

Who is CRM ASAP for?

CRM ASAP is built for companies that want sales to stop depending on spreadsheets, messages and one person's memory.

Companies that currently run sales in spreadsheets

Teams with multiple sales reps

B2B sales

Service companies that sell services

Companies that send offers and track their outcome

Teams that need to know who spoke with the client and what the next step is

When might you not need a CRM?

  • If you have very few sales that you can easily track without an extra system
  • If your sales process doesn't involve multiple people, activities or documents
  • If your current records are enough and you're not losing information

Izaberite mesečni ili godišnji plan sa popustom

Kompletan CRM po predvidivoj ceni

Jedna cena za ceo CRM — partneri, prodaje, timeline, notifikacije i dokumenta.

Najbolja ponuda

Godišnji plan

mesečno uz godišnju naplatu
48€ (576€ godišnje)
+ 1.00 € / korisnik mesečno
  • Više prodaja po partneru
  • Jasna odgovornost
  • Zakazane sledeće akcije
  • Potpuna istorija prodaje
  • Dokumenta i komentari uz prodaju
  • Lokacijski kontekst

Frequently asked questions

Before you roll out CRM ASAP

What is CRM ASAP?

CRM ASAP is a module of the ASAP Core platform for running the complete sales process toward a partner. It connects partners, individual sales, products, employees, activities, documents, comments and next actions.

Can one partner have multiple sales?

Yes. Every sales opportunity is tracked as a separate sale with its own status, employees, documents, activities and history. All sales are also visible on the partner overview.

Which sale statuses does the CRM support?

A sale can be New, In progress, On hold, Won or Lost. Every status change is recorded in the sale's timeline.

How does the CRM prevent forgotten next steps?

On a sale you can schedule a next action, reschedule it, mark it as done or cancel it. The partner screen shows the next upcoming scheduled action.

Does changing a product later affect past sales?

No. Later changes to a product do not change the data on sales that are already open or closed.

Which metrics do I see for a partner?

The CRM KPI panel shows the win rate, the number of won, lost and active sales, the total number of sales, the most active products, the average close time and the next action.

How long does it take to get started?

Most companies can start working the same day. You just need to add employees, partners and open your first sale.

Can I switch from Excel?

Yes. CRM ASAP is built to replace scattered spreadsheets and bring partners, sales, activities, documents and next steps together in one place.

Is there a limit on the number of sales?

No. You can open and manage an unlimited number of sales.

Is there a limit on adding files?

No. You can attach offers, contracts, photos and other documentation to a sale with no limit on the number of files.

Can multiple employees work on one sale?

Yes. You can assign more than one responsible employee to a sale, with a view of their activities and the complete work history.

Does the CRM work on mobile phones?

A mobile app is in development and will be available soon. Until then, you can use the CRM from a web browser on your phone, tablet or computer.

Are there reminders?

Reminders and advanced notifications are coming soon to the CRM module. Scheduling next sales actions is already available.

Is there help with initial setup?

Getting-started guides are available. For additional help you can contact support.

See what your sales process looks like without scattered spreadsheets and messages.

In the demo we can walk through an example partner, a new sale, a responsible employee, the timeline and the next action.

No generic presentation — we walk through your company's actual sales flow.