Designed for teamwork on the go – from a phone or computer
B2B sales rarely take place solely at a desk. Managers are constantly in meetings, negotiations, on-site visits, and in direct communication with clients via phone, messaging apps, email, and websites. When requests come from different channels, correspondence is conducted in different apps, and client information is stored in disparate locations, the team quickly loses synchronicity. As a result, leads are processed more slowly, agreements are forgotten, deals stall, and managers find it difficult to monitor sales, payments, and manager performance.
AVADA CRM is designed as a mobile-first system for B2B sales, where core work can be done directly from a smartphone. Managers can open the CRM during meetings, view client communication history, check tasks, budgets, deal statuses, record agreements, create orders, and monitor payments. Meanwhile, the office team and field employees work in a single database: clients, leads, correspondence, deals, orders, payments, and internal discussions are all accessible in one system, whether from a phone or a computer.
Who is Avada CRM suitable for?
Wholesale trading companies
For managing corporate clients, wholesale orders, price quotes and repeat sales.
Distribution companies
To coordinate work with dealers and trading partners, process orders, and monitor settlements.
B2B Manufacturers
To manage a customer base, process product requests, negotiate delivery terms, and manage corporate sales.
Equipment and machinery suppliers
To process requests for equipment selection, prepare commercial proposals, support transactions, and monitor payments.
Business supply companies
For organizing B2B sales, managing corporate clients, product range, orders, and agreements.
Trade and agency networks
To coordinate the work of sales representatives, distribute the client base, monitor meetings, applications, and sales results.
📱 PWA app for mobile CRM
AVADA CRM is available not only on a computer but also as a PWA app adapted for smartphones. Employees can manage clients, orders, and tasks directly from their phones, without installing an app from the App Store or Google Play.
- Receiving and processing requests . New requests are displayed in the system in real time. Managers can view client information, respond to requests, and track interaction history.
- Working with deals and orders . Creating and editing deals, viewing order composition, cost, current statuses, and related tasks are available directly from your mobile device.
- Workflow control . The mobile interface allows you to track status changes, receive notifications, manage tasks, and monitor the progress of client work without being tied to your workstation.
The PWA app maintains access to key CRM features in a convenient mobile format. Employees can quickly respond to new requests, maintain contact with clients, and stay informed about ongoing processes while in the office, at a meeting, or traveling.
This is especially convenient for sales representatives and field managers: all necessary information about clients, orders, and tasks is available from a smartphone, and the manager can monitor the team's work through a common system.
🚀 Implementation results
After implementing AVADA CRM, sales become more transparent and manageable: requests are processed faster, the number of lost leads is reduced, the team works in sync, and the manager gains control over transactions, managers, payments, and accounts receivable.
This CRM is especially suitable for wholesale companies, distributors, B2B sales departments, agency networks, and companies with multiple websites or lead generation channels.
Would you like to implement a similar system in your company?
Contact us – we will analyze your processes, demonstrate the system’s capabilities, and offer a solution tailored to your sales model.
FAQ
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Is CRM suitable for managers who are constantly on the move?
Yes. The system was originally designed for mobile use.
Managers can manage clients, deals, and correspondence directly from their phones—during meetings, on the road, or outside the office. -
Is it possible to work fully using only a mobile phone?
Yes, all key functions are available from your phone:
- communication with clients
- creation and management of transactions
- payment control
- access to history
👉 A computer is not necessary for daily work
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How does CRM help you avoid losing leads?
All requests are automatically collected in one system:
- websites
- messengers
- forms
Each lead is recorded and immediately available to the team.
👉 No requests are lost -
Can several managers work with one client?
Yes. Any employee can:
- join the dialogue
- continue communication
- help close the deal
👉 The team works synchronously, without information loss
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How to control the work of managers and transactions?
The system includes:
- transaction statuses
- sales funnel
- history of actions
👉 The manager sees:
- at what stage is each transaction
- who is responsible for it?
- what actions are performed
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Is it possible to formalize agreements immediately after a meeting with a client?
Yes. The manager can:
- immediately enter information into CRM
- create a deal
- fix the terms
👉 Everything is done right after the conversation, without losing any details
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How does the system help control payments and debts?
The CRM has an accounts receivable section:
- paid / partially paid
- debts
- payment status
👉 You always have visibility into the financial situation of your clients and transactions
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Is the system suitable for companies with multiple sales channels or websites?
Yes, CRM integrates all sources:
- websites
- landing pages
- messengers
👉 All applications are entered into a single system and processed centrally
