Features
Everything a sales team needs – in one place
Gradex CRM runs in the browser, on desktop and on mobile. There is nothing to install.
Companies, contacts and activities
Everything about a company on one page.
- A company page with a timeline: activities, emails, attachments and deals in one place.
- Contacts, activity types (call, meeting, email…) and a next step with a due date. Logging an activity updates the company status and the next step straight away.
- Tasks by due date – every morning, everyone sees who they should call.
- Attachments, such as business cards and documents. On mobile, you can photograph a business card directly.
- Change history (who, when, what) with restoring of deleted items.
Deals and pipeline
Fewer spreadsheets, more closed deals.
- A company can have several deals (sales opportunities).
- Each deal has products, a stage, itemised prices (one-off and monthly, in the deal’s currency) and milestones with a planned and an actual date.
- A pipeline with dragging cards between stages. A stage change is recorded in the history.
- Deal value over a chosen period, for example a year = one-off payments + 12× monthly. Totals are always per currency; amounts are not converted automatically.
- Effort in man-days, costs and margins. A team’s man-day rate can be entered separately for each currency. Only those the administrator allows can see them.
Outreach queue
Know who to call today.
- Import a list of companies from a spreadsheet (.xlsx) with a preview before saving. A sample spreadsheet with column descriptions is available for download.
- The CRM recognises column headers in any of the 7 languages, even without diacritics. A phone number without a dialling code gets the dialling code of the organisation’s country.
- Every salesperson gets a daily batch of companies for first contact. They set the batch size themselves.
- A company can be taken over, postponed or removed with a reason, for example a competitor. The company stays in the database.
- Bulk changes: priority, assignment, topics and more.
Leads from your website
Website enquiries straight in the CRM.
- Forms on your websites send enquiries straight to the CRM through an API with a key. Each website has its own key and lead source.
- The organisation sets the form topic code itself – it determines the label added to the note and the product of the lead.
- The CRM recognises whether the contact or company already exists, creates a “get in touch” task and notifies the salesperson by email.
- When a person is on the suppression list (they do not want marketing communication), the CRM shows a visible warning on the lead.
Emails in the CRM
Every email with the right company.
- The CRM has its own mailbox. An email you send to a client with the CRM in copy, or one you forward, is filed with the company automatically as an activity, attachments included.
- The CRM recognises the team’s emails by verified addresses. It attributes an email from a colleague’s address to that colleague only when the mail server verifies it (SPF, DKIM or DMARC) – a spoofed sender cannot pass as a colleague.
- Unassigned emails wait in Mail for review. The CRM itself suggests which company the message belongs to and offers the products and features the client writes about.
- It skips newsletters and automatic replies. It shows emails as text only, without scripts and tracking images.
- A sender can be marked as spam with one click.
- An email can be removed from a company or moved to the trash. Unassigned emails are deleted automatically after a set period; emails assigned to a company stay.
What the market wants
Sales collects the information that development and management need.
- Topics of interest, industry and size of companies.
- Interest in specific features of your products, even when the customer does not know which product the feature is in. For each interest you can record its origin: the client asked, it caught their attention in a presentation, we offered it.
- Feedback for development with statuses: new, passed to development, implemented, rejected.
- The Market and feedback report: what is in demand by size, industry and source, interest in features and its origin, mentions of competitors.
Reports and dashboard
Numbers you can manage by.
- A dashboard with charts that everyone can customise: cards, newly added companies, “Working on”.
- Reports: products × stages, deal outcomes, pipeline value and deal value over a period, milestones planned × actual, activities by person, lead sources and work with the queue.
- Saved filters and CSV export. Every export is logged.
Team, permissions and organisation settings
Everyone sees what they are meant to see.
- Roles: owner, administrator, user. An organisation always has at least one owner.
- A new user gets an invitation by email: they verify their email through the link and set a password, or choose to log in with Google.
- Visibility: all companies, their group’s companies, or only their own. Sales groups with leaders.
- Separate permissions: export, deleting, prices, costs and margins, mail to review, new companies. A user can be set to read only.
- Email notifications: a morning and a weekly summary, and immediately on a new lead, a company assignment or a stage change.
- Organisation settings: organisation language, currencies, team domains, website form topics, retention periods for data and the trash.
- Important settings changes (shortening retention periods, changing the language or currencies, switching on the AI assistant or visit logging) are emailed to the other owners and appear in the “Settings changes” overview.
- For administrators: user activity, login history including failed attempts, and the export log.
Languages, currencies and convenience
On desktop and mobile, in each user’s language.
- 7 interface languages: Czech, English, Slovak, Polish, German, Spanish and French. Each user chooses their own.
- Organisation language: the CRM uses it for texts it creates itself, for example the next step “First contact”.
- Organisation currencies: any currencies under ISO 4217, for example CZK, EUR or USD. The first one is the default.
- Dark mode. Works on mobile.
- Help on every screen, a company glossary of terms, tips and what’s new for each version.
- Login with email and password or via Google.
AI assistant
The optional assistant answers from the data in the CRM and suggests entries. It never saves or sends anything on its own – every suggestion is confirmed by a person.
More about the AI assistantSee 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.