Quick, easy and 100% mobile CRM
Build strong client relationships and provide blazing-fast customer service using our efficient CRM tools.
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Customer files
Top-rated app by contractors and SMEs available on both iOS and Android.
Sales reports by customer
Detailed view of preferences and buying trends for each customer.
Notify past-due customers
Proactive management of outstanding invoices to avoid past-dues and write-offs.
Lead management
Strengthen your sales relationships by registering detailed information about your leads and points of contact.
Multiple price lists
Adjust your prices to fit each situation, building customer loyalty and reducing churn.
Premium Customer Service
Our team of experts is always available to help by phone, chat, and email.
Automate your sales
Perfect for businesses that need access to customer pricing information at a moment’s notice while on the go.
Improve the quality of your customer service
- Manage customers from your PC, cell phone or tablet
- Access to detailed, updated customer information
- Send mass emails to all your customers with one click
- Create personalized email marketing templates
- Push notifications for events and meetings
- Customer sales reports
- Ecommerce platform and client hub
- EAM and full document traceability
- Send past-due notices in just one click.
Manage your sales cycle
Register all your points of contact, notes, leads, outstanding balances and much more. Create reports on sales and jobs per customer, and use the templates from our Connect add-on to improve communication with your clients.
When your customers accept a quote, you can automatically convert it to an order, so your staff can start preparing it in the warehouse. Collect a signature on the delivery note, and invoice your customer in one click.
Create or expand your online footprint
Create an ecommerce platform that is fully integrated with your management system and SEO optimized in a matter of minutes. Publish products from your online catalog with one click, improving ecommerce management.
Invite your customers to register for your client hub, where they can follow up on their job requests and access the full history of documents created in STEL Order. Everything is 100% customizable, from discounted prices preconfigured in STEL Order to full control of what documents they can view.
Generate more sales with an online CRM
Connect with leads and retain current customers
CRM mobile app for iOS and Android
With STEL Order’s mobile app you can work while on the go right from your cell phone: manage customer sales, schedule meetings, record contact information for leads and their location on Google Maps.
Connect
Drive more business with email marketing, and send all your current customers email with the click of a button. Create and personalize email templates and solicit feedback from your customers with our ratings Widget.
Calendar
Our CRM includes a best-in-class fully integrated online Calendar function. With STEL Order’s Calendar you can take control of all your scheduling needs. Receive push notifications for your tasks, events and meetings through email or on your cell phone.
Client Hub
Provide your customers personalized access to your Client Hub where they can view their full history of documents, transactions, and invoices and even send you a job request. When customers sign up for your Shop (integrated ecommerce platform), any special prices or price lists you have previously configured in STEL Order will automatically be applied.
Customer assets
Register equipment in the system and link it to specific customers. STEL Order provides a central location to record all information related to that piece of equipment: installation details, preventive and corrective maintenance, warranty information, overhauls and check-ups, breakdowns and repairs, photos, etc.
Frequently Asked Questions about our CRM function
STEL Order’s CRM provides end-to-end customer relationship management, including customer files with information updated in real-time, sales reports by customer, past-due notices, lead and sales cycle management, special prices, and multiple price lists.
Our CRM helps you to manage the sales process from any device on our mobile app while on the go, streamlining dispatching, improving meeting and event scheduling, and providing a single location to access points of contact and customer locations. It also offers email marketing and customer feedback tools that will drive more and better sales leads and help improve customer service.
The Client Hub is an integrated online platform where customers can access sales documents and create job requests. Client Hub improves interaction with users by allowing you to automatically apply the special prices configured in your STEL Order. Also, users can access a full history of their documents created in STEL.
Yes. You can bulk import client lists into STEL Order, simplifying implementation or the transition process from another software or platform.
Manage and search for specific customers in STEL Order using the filters in the Customer list and the search bar in the heading. These filters include customer categories, price lists, assigned employees, and other criteria for more detailed searches.
The following information can be recorded in a customer file: telephone numbers, emails, billing address, payment terms and pricing information, special prices, additional addresses, bank account information, points of contact, assets, attachments, outstanding balance, and a record of all documents related to the customer.