Visual pipeline
Drag opportunities across stages and view them by stage, by rep or as statistics.
CRM
Every opportunity, visible and moving forward.
A Kanban pipeline where your sales team moves opportunities through stages, schedules activities and sees its forecast. When the customer signs a quote, the opportunity is won automatically.
Without MKA
- The pipeline lives in a spreadsheet nobody updates.
- Quotes say one thing and the CRM another.
- You don’t know what you’ll close this month until it’s over.
What you’ll measure
Win rate
34 %+6 pts
won / closed opportunities
Open pipeline
Bs 1,8 M+12 %
Sales cycle
23 días−4 días
from lead to won
Month forecast
Bs 612 K94 % de la meta
Sample indicators with illustrative data. In MKA they are computed live from your operation.
Try it right here
Move deals, lose one and sign a quote.
The sales rep’s CRM view. Move a deal forward with one click (or by dragging it) and watch the weighted forecast rise; mark another as lost. Then sign one of Distribuidora Andina’s two quotes: the opportunity is won and the other is rejected automatically. Press "Watch it run" to see it play by itself.
Example flow
From a new contact to a paid sale
Step 1/6
A lead comes in
The opportunity is logged with its source, estimated amount and assigned rep.
Benefits
Why CRM in MKA
Synced with quotes
Signing a quote wins the opportunity and rejects the other open quotes, in a single transaction.
Activities nobody forgets
Calls, meetings and tasks with an upcoming-activities feed for every rep.
Five sales reports
Conversion funnel, time in stage, win/loss by rep, forecast and lead source.
Weighted forecast
Each stage has a probability, so the forecast updates itself as the team works.
All the way to invoice and payment
The won deal carries on in the relationship map: quote, order, invoice and payment.
In detail
Everything included
Pipeline
- Opportunity Kanban with drag-to-move stages
- Win and lose actions with reason
- Views by stage, by rep and statistics
Activities
- Calls, meetings and tasks tied to the opportunity
- Upcoming-activities feed
- Complete or cancel with history
Sync with sales
- Signing a quote wins the opportunity
- Other open quotes are rejected in the same transaction
- Losing the opportunity rejects its uninvoiced quotes
Reports
- Conversion funnel and time in stage
- Win/loss by rep
- Forecast and lead-source analysis
- CSV export
All-in-One
Connects with
Data flows between modules on its own: no integrations, no exporting or importing.
QuotationsVersioned, comparable quotes that turn into orders.Orders & shipmentsOrders, partial shipments and consolidated invoicing, all linked.Sales targetsTarget phasing by branch, shift, channel and rep, with year-end projection.Report BuilderBuild your own reports across 21 business objects, without asking IT.
FAQ
Can I use the CRM without the rest of the ERP?
Yes. Modules are activated per company; you can start with sales and CRM and add the rest later without migrating data.
What happens to quotes when I lose an opportunity?
Open quotes not yet invoiced are rejected automatically, so sales reports don’t count dead offers.
More in Sales & CRM
See CRM with your data.
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