← Platform overview CRM

From first contact to signed quote.

Pipeline, contacts, activity history, quotes and territory map in one place. When a quote is confirmed it becomes a real order in the same system — no manual step.

CRM

Key capabilities

Pipeline & Kanban

Drag deals across stages, filter by rep, value and probability. You always know where you stand.

Contacts & activities

Customers, contacts and full history: emails, calls, visits and automatic system events.

Quotes & estimates

Quotes with shared price lists and discounts. A confirmed quote becomes an order, with nothing re-entered.

Territory map

Geolocated customers and deals. Plan your visit routes by area and by stage.

From lead to order

  1. 1
    Lead

    The contact comes in from web, email or import and lands in the right pipeline.

  2. 2
    Quote

    You build the estimate from data already in the system and send it in one click.

  3. 3
    Order

    On signing, the quote becomes a sales order in the ERP. One single flow.

What you get

  • No duplicate work between CRM and ERP
  • Full, always-current history on every customer
  • Sales forecasts based on real data
The CRM shares contacts, price lists and documents with the ERP: not two databases to keep in sync, just one.

Explore the other areas

See HOUNDO on your process

We show you the platform on your real data and workflows.

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