Accelerate Sales and Unify Your Revenue Cycle with AI
Manage deals across visual Kanban pipelines, issue professional quotes in minutes, and connect sales executives directly with client digital files.
Use it standalone or integrate it across the whole DOCUS suite. You decide.
See Commercial CRM in Action
Interactive Kanban pipeline, express quotes, and 360° client profiles in a sleek modern interface.
Everything you can achieve with DOCUS Commercial CRM
Accelerate sales and maintain complete visibility over your revenue team. Track negotiations, generate quotes with catalog pricing, and link deals with customer contracts.
Kanban Sales Pipeline
Interactive stages (Lead, First Contact, Proposal Sent, Won) with accumulated stage totals and weighted sales forecasting.
360° Customer Directory
Centralize companies, individual contacts, negotiation history, past tasks, and unified commercial customer records.
Commercial Activities & Tasks
Schedule calls, emails, meetings, and pending tasks with smart reminders so no opportunity slips away.
Multi-Pipeline Configuration
Set up multiple business lines (Services, Licensing, Projects), customize stages, and define tailored attributes.
Web Forms & Webhook Leads
Connect web forms and landing pages to automatically file incoming leads into your pipeline with advisor assignment.
Weighted Forecast & BI Analytics
Real-time monitoring of pipeline volume, win rates, sales rep effectiveness, and overall funnel distribution.
Connected with All Modules
Use CRM standalone or connect it seamlessly with the rest of the DOCUS Cloud suite.
Commercial CRM Screenshot & Interface Gallery
Explore the screens, configurations, and workflows your team will use every day.
Kanban Sales Funnel
Visual deal management across customizable stages with weighted revenue forecasts.
Connect this module with the rest of DOCUS Cloud
Transform your sales team with DOCUS CRM
Try all CRM features for free and discover how it elevates your sales velocity.
Discover all DOCUS benefits for yourself