Delbig CRM

CRM

Explore Delbig CRM features by product family, including products, quotes, customers, tasks, visits, inventory, suppliers, shipment, B2B and reporting.

Delbig CRM product family with product management, quotes and sales preparation workflows
Delbig CRM product family with product management, quotes and sales preparation workflows

What this workflow covers

  • Build product, quote, customer, task, visit, inventory, supplier, delivery and reporting workflows around the same CRM data.
  • Keep sales and operations teams aligned without copying records between spreadsheets, messages and separate files.
  • Use the same customer and product history when preparing quotes, orders, follow-ups and management reports.

Related workflows

Quote and Proforma Management Manage products, prices, customers, discounts, PDF output, WhatsApp/email sharing, visit tracking and quote-to-order conversion in one Delbig CRM workflow. Inventory and Warehouse Tracking Manage inventory and warehouse tracking in Delbig CRM with on-hand, reserved, available and outbound quantities, warehouses, barcode/QR labels, stock counts, purchase invoice receiving and shipment stock deductions.