Sales team
The CRM for sales teams.
A CRM that works for your sales reps. Opportunity pipeline, automatic follow-ups by workflow, shared calendar, text messages, and an AI assistant that creates records, logs visit reports and answers your questions about your figures.
Day to day
Your day, with eKo.
Who is it for?
Sales director and 2 to 10 sales reps, often on the road, with a pipeline to manage and monthly targets.
Before eKo
- Quotes sent and then forgotten
- A pipeline that only exists in the sales reps' heads
- Visit reports never written
What changes
- Every quote has a scheduled follow-up.
- A shared, costed pipeline, up to date without a meeting.
- Visit reports are dictated, not typed.
The workflow in eKo
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1
The prospect record is created in seconds: address, SIRET, NAF code and VAT number come from the company directory.
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2
The opportunity enters the pipeline, stage by stage, with an amount and a probability.
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3
A workflow follows up the quote that has had no reply, changes its status and books a follow-up meeting in the sales rep's calendar.
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4
After the visit, the sales rep dictates their report to the assistant, which saves it as a memo on the record.
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5
The director asks a question in plain language: “how much is the pipeline worth this month, per sales rep?”. The assistant answers with the CRM figures, from eKo or from Claude.
Frequently asked questions
Your questions, our answers.
Does eKo follow up unanswered quotes?
Yes, a workflow follows up an unanswered quote, changes its status and books a follow-up appointment in the salesperson’s calendar.
Is the pipeline shared?
Yes: each opportunity enters a shared, valued pipeline, stage by stage, with an amount and a probability.
Can a visit report be dictated?
Yes, the salesperson dictates the report to the assistant, which saves it as a memo on the customer record.
Other trades