The starting point of the commercial cycle
Dynapack’s CRM is a scalable, modular cloud solution designed to bring commercial activities and operational management together on a single platform. Built to cut costs and time, it unifies the most relevant information and drives business growth, putting sales and operations to work towards the same goal.
The origin of every project
The CRM is the starting point of the entire commercial offer and, more broadly, of the whole production cycle: this is where the customer relationship begins, where the quote is prepared and where the foundations of the project are laid. Managing this phase well means reaching production with accurate information, aligned expectations and margins under control.
A tool built for the sales force
Contact Management
A visual panel to classify contacts, manage leads and prioritise commercial actions. Each contact card is linked to the ERP and offers immediate access to prices, order history and quotes, keeping the commercial flow continuous and seamless.
- Lead-status segmentation: New, Classified, Qualified.
- Organised cards with key information and quick access to detail.
- Commercial flow linked to the ERP: prices, history, orders and quotes.
- Immediate priorities: ideal for spotting in seconds where to focus your sales effort.
Gestione degli Eventi
Event Management
A clear, visual panel to plan commercial meetings, monitor team activity and centralise generated contacts, with the aim of activating follow-up strategies straight away.
- Complete view of won, lost and pending events.
- Immediate identification of leads and agents with no activity, so no opportunity is missed.
- Integrated calendar with daily, weekly and monthly scheduling.
- Automatic synchronisation with ERP customers, contacts and quotes.
Complete project management: productivity and autonomy for your sales team
Designed to work faster and with greater clarity, Dynapack’s CRM puts the sales team in a position to focus on selling and managing the customer.
It is a complete tool, perfectly integrated with the rest of the Dynapack ERP, that lets you oversee the entire lifecycle of a commercial project. It avoids data duplication and repetitive tasks: everything flows automatically between sales, production, warehouse and administration.
When a project becomes an order, the salesperson monitors the customer’s status and the project’s progress directly from the CRM. The agent thus becomes autonomous and always able to keep the information needed to handle any customer request under control.
Features & Benefits
- Visual pipeline of opportunity status: open, sent, won or lost.
- Unified information in real time.
- Quick creation of new quotes thanks to full access to ERP data.
- Clear interface, intuitive navigation and zero unnecessary complexity.
