Solveo CRM — Customer Relationship Management
Manage the entire customer journey, from opportunity to sale, on SAP Business One.
Solveo CRM · ProductWhat Is Solveo CRM?
Solveo CRM is a customer relationship management solution that runs customer, opportunity, activity, and sales pipeline management fully integrated with SAP Business One. Your sales team sees the whole customer history on one screen.
- Opportunity and sales pipeline tracking
- Activity, meeting, and quote management
- 360° customer view: history, balance, and orders on one screen
- Sales target and performance reports
Give your sales team CRM power
Opportunity Management
Track opportunities through every stage and raise your win rate.
360° Customer View
All history, balances, and orders on a single screen.
Activity Tracking
Plan and track meetings, visits, and tasks.
Quote → Order
A seamless, traceable flow from quote to order.
Sales Reports
Manage with target-vs-actual and pipeline reports.
ERP-Integrated
Always consistent with inventory, pricing, and account data.
Capabilities out of the box
Sales Pipeline
See opportunities stage by stage; win rate and forecast revenue update instantly.
Activity Calendar
Meetings, visits, and tasks, synced with the team calendar.
Quote Management
Template-based quotes with an approval workflow and version tracking.
360° Customer Card
Balance, orders, history, and documents on one screen.
Targets & Incentives
Per-rep targets and achievement reports.
Mobile CRM
Manage opportunities and activities from the field.
This product is built on SAP Business One; you can also explore our other Solveo products.
Get information about this solution
Fill in the form; our expert team will hear your needs and plan the best-fit solution with you.
+90 542 489 7202Frequently Asked Questions About Solveo CRM
01.Who is Solveo CRM for?
It suits any business with a sales team that wants to manage the customer process on a single platform.
02.How does it work with SAP Business One?
CRM data is held directly in SAP Business One; it's integrated in real time with inventory, pricing, and account information.
03.Can it be used on mobile?
Yes. Field teams can manage opportunities and activities through the mobile app.
04.Will my existing customer data be migrated?
Yes. Your existing customer and opportunity data is cleaned and migrated into the system.
05.How is cost determined?
It's scoped based on user count and functional needs; pricing is tailored to your business.