The natural extension of your ERP.
Integrated, Intuitive, and Ready to Use.

The Digital Platform for

Your Sales Force

The Digital Platform for

a Your Sales Force

What is the

Connect?

Connect is not just software; it's a CRM framework that integrates your dedicated area directly with your company's ERP. Our goal is to centralize the sales force in a simple, digital tool, supporting the entire sales process – from planning to field execution.

Connect Essentials

The platform comes equipped with the "Essentials" package as standard:
a set of functionalities designed from the
most common needs of sales teams. This ensures
rapid implementation and a solid foundation from day one.

Customization Made to Measure

We know that every company is unique. That's why Connect was...
Designed to evolve: fully adaptable to processes.
Specifics of your business, without having to start from scratch.

Without MES
- Lack of real-time visibility
- Unaccounted dead time
- Rejections without traceability
- Planning based on estimates
Scattered data in Excel
- Inability to measure actual OEE
- Delayed reaction to problems

With MES
- Dashboard with real-time OEE
- Automatic stop recording
- Full traceability by batch
- Planning based on real data
- Centralized data
- Automatic KPIs
- Ale

360º View and commercial management
Control, analyze, and decide with confidence through real-time monitoring tools.

Dashboard and Statistics
Track sales performance by salesperson, customer, and product. View objectives and KPIs on a single screen.

360º view of the customer
A complete database of prospects and clients, centralizing all business activity and relationship history.

Factory Floor
- Grid and 2D map of workcenters
- Real-time status
- Visual indicators by machine

Your portfolio always at hand
Transform the presentation of your products
in a digital and interactive experience.

Smart Budgets

Create proposals based on pricing rules
e discounts from your ERP. Convert quotes
Place orders with a simple click.

Orders and Logistics

Issuance of purchase orders with validation
Automatic trading rules. Monitor the status.
of orders and shipping information.

Financial Control

Immediate consultation of Sales, Pending Items and Prices
specific by client. A vital tool for the
management of collections and current accounts.

Commercial agility and closing deals.
Meet business requirements quickly and with zero integration errors.

Product Database

Access to detailed technical specifications, high-quality images, and purchase history by product.

Real-time stock check

Check the availability of items by warehouse at the time of sale to avoid disappointing customers.

Digital Library

Have all your catalogs, brochures, and technical data sheets accessible on the platform.

The functionalities of Connect
The complete ecosystem for your business management

Management and Analysis

Sales Dashboard: Immediate view of sales performance by salesperson, customer, and product.

Objectives and Statistics: Intuitive charts for tracking goals and business progress.

CRM and Activity

Customers and Contacts: A complete database with a 360º view of all customer activity and history.

Visit Management: Route planning, meeting scheduling, and shared calendar.

Visit Reports: Simple recording of feedback and meeting conclusions directly from the app.

Sales Cycle

Budgeting: Creating proposals based on ERP pricing rules. History and conversion into orders.

Orders: Issuance of order requests with discount validation and approval statuses.

Sales and Pending Items: View invoices, customer current account, and outstanding amounts to be settled.

Product and Logistics

Product Database: Technical specifications, images, prices, and commercial details.

Real-Time Stock: Check the availability of items by warehouse.

Catalogues: Quick access to brochures and up-to-date technical documentation

Definitions and System

Users and Profiles: Centralized account management with detailed permission assignment per profile (e.g., Salesperson, Sales Manager, Administrator).

Sales Objectives: Flexible configuration of sales targets (individual or team) to feed the dashboard KPIs.

Translations: A language management tool that allows you to customize or translate platform terms to adapt to new markets.

Maintenance: Technical utilities for data integrity verification and synchronization monitoring.

The center of your digital ecosystem
Full integration with ERPs, Logistics and Payments

Integrating Connect with your company's management software.
is the fundamental step towards the automation of all business processes.

Integration

By eliminating manual data entry, your team will...
Sales saves time for what really matters:
manage business interactions efficiently and transparently.

The result?

Faster service and an immediate increase in
your customers’ satisfaction.

What

Can we connect?

ERPs and Management
We ensure bidirectional and automatic synchronization with your ERP. Products, customers, stock, and orders flow seamlessly between the office and the field.

Transportation and Logistics
Linking to carrier services to automate shipments and order tracking, ensuring that the customer always knows where their merchandise is.

Online Payment Brokers
Streamline collections by integrating digital payment gateways (MB References, MBWay, Credit Card) directly into the ordering process.

Custom APIs and Webservices
Does your company have specific needs? Connect is prepared to communicate via Webservice or API with other digital solutions that revolve around your business.

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Native and Custom Compatibility