01Day to day
Opportunities that are not forgotten.
Kanban, list or calendar of close dates; amount and weighted value by stage; a filter for opportunities that stall. Follow-ups are scheduled, and “My day” tells each salesperson what lies ahead.
Modules · CRM: customer relationship management
The whole customer relationship on one record, not just the pipeline.
The CRM lives in the same database as support, assets, contracts and projects. Salespeople see the customer’s tickets and satisfaction; agents see the open opportunities. And the sale hands itself over.
- Pipelines with guided stages
- Renewals drawn from the installed base
- Orders that launch the project and reserve stock
02After acceptance
The order launches the project and reserves stock.
Quote approved beyond your discount or margin thresholds, acceptance recorded with the signed document: the order creates the project linked to the customer and reserves the items, and any shortfall becomes a purchase proposal.
03To retain customers
Renewals arise from the installed base.
Before a subscription, customer contract, warranty or licence comes due, a renewal opportunity is created for the account owner. The health score, based on tickets, SLAs and satisfaction, raises an alert when it drops.
Support and sales talk to each other.
On a ticket, the Customer panel shows the account, its sales owner, the health score and open opportunities; an opportunity spotted by support is created from the ticket, already filled in.
Forecasts with no re-entry.
The forecast is read from opportunities in progress, by period and by hierarchy level, against quota: closed, committed, best case, opportunities at risk.
Ecaldima is now on a par with the major American software vendors.
Included in the module
Several features that customer relationship management software often offers as an option, in a higher edition or through a third-party integration are part of the module here.
- Commissions, calculated on opportunities and quotas, all the way to the payroll export.
- Follow-up sequences, with their consent safeguards.
- Complete quotes: catalogue, price lists, versions and approval.
- A 360° customer record with tickets, satisfaction, contracts and equipment, with no connector to maintain: it is the same database.
- Renewals drawn from the installed base and a health score based on facts.
- The actual margin, calculated from purchases, stock and time spent.
- Your choice of hosting and AI: in the cloud or in your own infrastructure, with the AI provider of your choice, including a model hosted on your premises, or with no AI.
Related modules
- Service Desk On a ticket, the Customer panel shows the account, its account manager, the health score and the open opportunities; an opportunity spotted by support is created from the ticket, already filled in.
- Contracts When a customer contract nears its end date, the renewal opportunity is created, 90 days ahead by default.
- Assets Warranty ends, licence expiries, end-of-life equipment and fully used licences become renewal or upsell opportunities.
- Project management A product sold can create the project when the order is placed, linked to the customer and visible in its timeline; time spent counts towards the actual margin.
- Stock Items sold are reserved when the order is placed, and the product record shows the quantity in stock.
- Purchasing A stock shortfall becomes a proposal that purchasing turns into a purchase order; the latest purchase cost counts towards the actual margin.
- Billing and support contracts Each order instalment is invoiced on its due day; the order is marked as paid as soon as its invoice is settled, and the account’s Billing panel shows the balance due.
Functional scope Every detail of the module
- Accounts and contactsA sales view of organisations, parent companies and subsidiaries; a contact can belong to several companies, with a role in each opportunity; enrichment from the French SIRENE register and EU VAT number validation (VIES).
- Duplicates, import and exportDetection on entry and on import, step-by-step merging with no loss; Excel and CSV import and export; custom fields on every object.
- Personal dataConsents dated by channel and purpose, export of a person’s data, erasure that keeps figures and statistics.
- LeadsCapture by web form, e-mail, import, manual entry or API; round-robin, least-loaded, rule-based or territory-based assignment with a response deadline; rule-based scoring; qualification and conversion.
- OpportunitiesSeveral pipelines with guided stages; Kanban board, list and close-date calendar; revenue splits, competitors, win/loss analysis.
- Catalogue and pricingProducts, services, bundles and subscriptions with their cost price; price lists by customer, segment or country, volume pricing, several currencies with dated rates.
- Quotes and ordersDiscounts, VAT, recurring lines, versions, rule-based approval, a PDF in your colours sent by e-mail; the margin never appears on the document; the order is created on acceptance, with its actual margin.
- Activities and calendar“My day”, e-mails filed through a personal drop address, a calendar with invitations and an iCal feed, online appointment booking, open and click tracking that can be switched off.
- Follow-up sequencesE-mails and tasks spaced in working days, in the contact’s time zone, stopped on reply, booked meeting or unsubscribe; consent checked before each send, a daily sending limit.
- Forecasts and quotasClosed, commit, best case, weighted pipeline, opportunities at risk; manager adjustments and weekly snapshots; quotas by person, team or division.
- CommissionsTiered plans and accelerators, on revenue or margin; clawback on cancellation; statement and simulation; manager approval and export to payroll.
- Visibility and territoriesPermissions by role, object and action; dated manager hierarchy; opportunity teams and case-by-case sharing; rule-based territories.
- Installed base and customer healthRenewals and upsells drawn from the installed base; a health score based on tickets, SLAs, satisfaction, incidents and sales activity, with an alert when it drops.
- Reports and marketingDashboards by profile, custom reports and scheduled deliveries, never beyond the reader’s permissions; segments, campaigns and revenue attribution.
- Optional artificial intelligenceSummaries, writing assistance, predictive lead scoring, forecast analysis, natural-language questions; without AI the whole CRM works, and no data a user cannot see is ever sent to the AI.
- APIEvery action on screen is available in the product’s REST API.
Integrations
- SIRENE register and VIES service, for company enrichment
- IMAP mailboxes, for lead capture and drop addresses
- Microsoft 365 and Active Directory, to fill in manager links (optional)
- Process engine, for quote approval and sequence enrolment
- The platform’s dashboards and notifications
- AI assistance features, when the AI module is configured
- The product’s REST API
Prerequisites
- The customer and prospect organisations, already known to the platform or to be imported
- The sales roles, teams and divisions, to be defined
- The pipelines, the catalogue and the price lists, to be adapted
- A dedicated mailbox for capture by e-mail and drop addresses
The essentials of this page in PDF, to keep or pass on.
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