CRM for sales teams
Your sales under control – from first contact to signed deal
Gradex CRM brings companies, contacts, deals, emails and tasks into one place. Your team knows who to call today, what the market wants and what’s in the pipeline.
- Built for our own sales team – in live use
- Each organisation’s data separated directly in the database
- 7 languages
- An AI assistant that saves nothing without you
Fewer spreadsheets, more closed deals
For companies that currently run sales in spreadsheets, emails and salespeople’s heads.
Know who to call today
Tasks by due date and a daily batch of companies for first contact. Every morning, everyone sees what is ahead of them.
Everything about a company on one page
Activities, emails, attachments and deals on a timeline. Nothing stays only in someone’s mailbox or head.
Know what’s in the pipeline
Deals by stage, value over a chosen period, totals per currency and milestones, planned × actual.
Know what the market wants
Topics of interest, interest in specific features and feedback for development in one report.
What Gradex CRM does
Only what a sales team really uses every day.
Companies, contacts and activities
A company page with a timeline, a next step with a due date and tasks by date.
Deals and pipeline
Several deals per company, itemised prices, milestones and dragging cards between stages.
Outreach queue
Import a list from a spreadsheet and a daily batch of companies for each salesperson.
Leads from your website
Forms on your websites send enquiries straight to the CRM and the salesperson knows about them at once.
Emails in the CRM
An email with the CRM in copy is filed with the company automatically as an activity, attachments included.
What the market wants
Interest in features, feedback for development and the Market and feedback report.
Reports and dashboard
A dashboard with charts that everyone can customise, saved filters and CSV export.
Team and permissions
Roles, company visibility, sales groups and separate permissions for sensitive data.
What it looks like in practice
The screenshots come from a demo organisation with made-up data.
A pipeline that shows where your deals stand
Drag deal cards between stages with the mouse. For each stage you see the one-off and monthly value and the nearest milestone. A stage change is recorded in the history.
Every email with the right company
An email you send to a client with the CRM in copy, or one you forward, is filed with the company. Unassigned messages wait in Mail for review and the CRM itself suggests where they belong.
Know who to call today
Every salesperson gets a daily batch of companies for first contact. They take the company over, postpone it, or remove it with a reason – it stays in the database.
Know what the market wants
The Market and feedback report shows what is in demand by size, industry and source, which features attract interest and where competitors are mentioned.
Your data belongs to your organisation only
We describe security factually: what the CRM does and what it means for you.
Separation directly in the database
Each customer organisation’s data is separated in the database. The separation is enforced by the database, not just by the application.
Login under control
Email and password, or a Google account with the same verified email. An administrator sees the login history, including failed attempts.
Backups and trash
Backups every day, kept for 14 days. Deleted items can be restored from the trash for a period the organisation sets.
GDPR tools
Data subject requests with deadline tracking, a suppression list, an export of all the organisation’s data and service termination with erasure.
The operator is the Czech company GradexSoft s.r.o. A data processing agreement is a condition for setting up every organisation.
AI suggests – you decide
The optional AI assistant answers from the data in the CRM and suggests entries. It never saves or sends anything on its own.
- It is switched on by the organisation’s administrator; in a new organisation it is off.
- It sees only what the user asking is allowed to see.
- Every suggested entry is confirmed by a person.
- It can work without contacts’ personal data.
A CRM built in real sales, not in a slide deck
Gradex CRM was built for GradexSoft’s own sales team. The team has used it daily in live operation since October 2026. Every feature came from a need of real sales work.
See how Gradex CRM works
We will show you the CRM on examples from real sales work and go through what your team needs. We set up your organisation in the CRM by arrangement.