CRM software
CRM software that keeps the customer connected to the work.
Give your team a shared view of leads, opportunities, quotations, and customer accounts. Tellency connects CRM with sales orders, inventory, and finance so the relationship continues beyond the deal.
By the Tellency team · Updated
What should a CRM system help your team do?
Customer relationship management software helps a team maintain customer records, track opportunities, coordinate follow-up, and understand the sales pipeline. Its value depends on whether the information is current and useful to the people serving the customer.
Write down where your current process loses context. Are leads left in individual inboxes? Do quotations use different customer details from invoices? Does sales need to ask the warehouse before making a delivery promise? Those gaps define a practical CRM evaluation better than a long list of optional features.
Manage the relationship from enquiry to order
Tellency’s sales and CRM module brings leads, opportunities, quotations, and customer relationships into a shared workspace. Ask the demo team to show how your account ownership, sales stages, and quotation process would be configured.
The important test is continuity. When an accepted quote becomes an order, customer and commercial details should remain linked. When the customer contacts your team later, staff should be able to find the relevant records without asking another department to assemble the history.
- Create a representative lead and assign an owner.
- Move an opportunity through your actual qualification stages.
- Prepare a quotation using the products and terms you sell.
- Trace the accepted quotation into the order and customer account.
- Check permissions and reports for a sales representative and a manager.
When connected CRM and ERP matter
A standalone CRM may be sufficient when the main problem is organising contacts and sales activity. A connected CRM and ERP becomes more valuable when sales depends on stock availability, fulfilment, purchasing, manufacturing, or finance.
For example, a distributor may need an accepted quotation to become an order that operations can fulfil and finance can invoice. A service business may need a customer commitment linked to a project and its financial records. Evaluate the full handoff, including the exceptions, rather than assuming two systems will stay aligned because an integration exists.
Plan a CRM migration that preserves useful context
Start by identifying the records your team actually needs: accounts, contacts, owners, active opportunities, open quotations, and relevant history. Remove duplicate companies and obsolete contacts before importing them into a new system.
Agree how consent preferences, record access, and retention requirements will be handled. Test a small import first, inspect ownership and record links, then have sales users confirm that the data supports their daily work. Successful migration is about usable relationships, not simply moving the largest possible number of rows.
Compare CRM pricing with the rest of your sales stack
Tellency platform pricing starts at $79 USD per user per month. Confirm the CRM configuration, included modules, user requirements, deployment, implementation fees, and any AI usage charges in your proposal. Ask which existing systems would stay and which could be retired.
Compare the total cost of the workflow: CRM subscription, quoting tools, accounting connections, stock visibility, migration, training, and ongoing administration. If you only need basic contact management, use that narrower requirement in your comparison. A broader platform is useful when the additional connections solve a real operational problem.
CRM evaluation for US and Canadian teams
Businesses operating across the US and Canada should test currency handling, customer address formats, account ownership across teams, and how quotes and orders pass to finance. Requirements may differ between a business selling locally and one serving customers in both countries.
Use a realistic account, product list, and quotation template during your demo. Confirm hosting, access controls, exports, support arrangements, and integration scope before implementation. The goal is a reliable customer process your team can maintain.
Questions to ask before you choose
Is Tellency a CRM or an ERP?
It is an ERP platform with a connected sales and CRM module. You can evaluate its customer-facing workflows alongside inventory, purchasing, operations, and finance.
Can we move contacts from spreadsheets?
Contact and account migration can be scoped during implementation. Clean duplicates, identify owners, map fields, and test a sample import before moving all records.
Do we need both ERP and CRM?
You may need both capabilities when customer commitments affect operations and financial records. A simple contact-management need may be served by a narrower CRM. Start with your actual workflow.
Can we see our own sales process in a demo?
Bring your sales stages, quotation examples, current systems, and reporting questions. The team can discuss how those requirements map to Tellency and what would need configuration or integration.
Evaluate Tellency against your own workflows.
Bring your current systems, user count, and operating requirements. We’ll discuss the fit, migration scope, deployment, and total cost.
Book a personalised demo