Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP)

Make your business and your life easier

With the best-rated cloud and mobile management software for freelancers and businesses

CRM - ERP - Management software

The software that adapts to the management you need and makes your business grow

Basic Management

For those who want to make quotations and invoices on the go

All basic services include:
  • Invoicing software
  • CRM
  • Create budgets
  • Optimize your billing
  • Personalize your documents
  • Manage your products
  • Control your expenses
  • Organize your calendar
  • Expert help is available

Complete Management

For those who need an ERP to take their business to the next level

All complete services include:
  • Manage all your company’s processes
  • ERP
  • CRM
  • Invoicing software
  • Total catalog and stock management
  • Optimize your commercial management
  • Optimize your technical service
  • Complete purchasing management
  • Advanced reporting
  • Accounting transfer
  • Shop
  • API Access
  • Access to all addons

Customer Management Functionalities and Services

  1. Customer management: You will be able to store and consult the data of each of your customers, from their registration as a business opportunity. You will simulate the purchase of products or contracting of services.
  2. Management of potential customers (leads): You can register new Leads manually or through file import. The data associated with the Leads will allow you to manage them commercially with the aim of converting them into customers. In short, you can parameterize business rules for Lead assignment according to different criteria.
  3. Opportunity management: You will have the possibility to manage all business opportunities that involve sending offers and quotes to potential customers or Leads. In addition, you can check the status of each opportunity (under analysis, offer presented, in negotiation, won, canceled, etc.).
  4. Commercial actions or tasks: The tool implemented by the chosen Digital Agent will allow you to create commercial actions and tasks. After that, you can access them both manually and automatically.
  5. Reporting, planning and commercial monitoring: You can carry out monitoring through indicators (KPIs), opportunity lists, and others, with different levels of information aggregation depending on your needs. You can also generate reports for monitoring and monitoring your commercial activity. Therefore, it will contemplate efficiency ratios, stage status, pipeline, and other measurable attributes (such as products, quotes, etc.). You will do this according to channels, profiles, roles, and/or commercial phases. Likewise, these reports can show monthly, accumulated, and/or comparative data between different commercial exercises.
  6. Alerts: You will be able to view Customer Alerts in graphical format of different types (icons, pop-up messages, etc.).
  7. Document management: the solution will include software for centralized management of documentation capable of inserting and/or linking documents, both related to your commercial activity and those provided by customers themselves.
  8. Responsive design: You will have a functional interface on all types of devices.
  9. Integration with various platforms: You will have APIs or Web Services for the consolidation of information and data from your entire company.
CRM offline - Manage your company anywhere

If you don’t love managing your business with STEL Order we will give you your money back

The management software that puts the customer at the center of your business strategy

  • Work whether or not you have access to the Internet.
  • All the information about your customers, wherever you are.
  • Make delivery notes or work orders and collect the customer’s signature.
  • Manage your incidents or alerts instantly.
  • Take pictures and record audios to document your interventions.
  • Manage your agenda to plan your and your team’s day-to-day activities.
  • Your business at a glance with real-time reporting.
  • Make invoices, send them by mail or WhatsApp and charge by card, from your cell phone.

We have all these features
and much more!

These are the modules you will love

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