Questy CRM

0 reviews

Orchestrate the full B2B sales cycle - from pipeline and quoting to orders, invoices, projects, and field sales—in one configurable platform. Two-way calendar sync, IMAP email, mobile apps, automation, and deep ERP integrations keep every team on the same page. Why buyers choose Synergius End-to-end sales ops: Opportunities → quotes → orders → invoices, all in one place. Native ERP connectivity (PL market): Real-time, two-way sync for customers, products, pricing, stock, orders, and invoices. Made for field teams: iOS/Android apps with tasks, notes, push alerts, click-to-call, optional location visibility and nearby-account planning. Automations that save time: Trigger-condition-action rules for follow-ups, cross/up-sell, invoice sends, and payment reminders (email/SMS). Key capabilities Pipeline & opportunity management (Kanban, custom stages, conversion/loses reporting). Account & contact 360 (attributes/tags, history, linked emails, tasks, docs; GUS lookup by NIP). Quoting & proposals (templates, multi-variant offers, 1-click convert to order). Order management (auto-fill from ERP catalog/pricing, PDF, email send, reporting). Invoicing & payments in-CRM (or import from ERP), unpaid-invoice widgets, XLSX export. Email integration (IMAP): read/send inside CRM, auto-link to accounts/opps, segmented bulk mailings. Calendar & tasks: two-way CalDAV sync (iOS/Android & Google Calendar app), reminders, recurring tasks. Projects: Agile Kanban and Gantt, time/progress tracking, configurable boards. Automation builder: rule-based email/SMS, mass updates, auto-open opps, status changes. Mass actions: bulk tasking, bulk emails, CSV import/export, product batch edits. Internal comms & files: built-in messenger, announcements, and a permissioned file repository. Permissions & governance: role-based visibility and access down to reports and modules. Integrations ERPs: Symfonia Handel, Comarch Optima/ERP XL, Subiekt GT/Nexo, WAPRO ERP, Navireo, Enova - two-way sync for key commercial data. Email & Calendar: IMAP mail; CalDAV sync with native iOS/Android calendars and Google Calendar mobile. Mobile Native apps for iOS & Android with account/contact access, task planning, notes (incl. voice dictation), push notifications, and optional rep-location view for smarter route planning. Who it’s for B2B companies (field sales, distribution, manufacturing, services) that need a configurable CRM tightly coupled with Polish ERPs, plus quoting→ordering→invoicing in one stack. Trial 30-day free trial available.

Questy Service

0 reviews

Service teams use Questy Service to coordinate work orders, technicians, and service operations in one place. Office and field staff share the same view of customers, assets, parts, and tasks, so it is clear what needs to be done, who is responsible, and what has already been completed. The system combines visual job scheduling, workshop management, and mobile tools for technicians. Service managers (dispatchers) assign work with a drag-and-drop calendar, track status in real time, and monitor workloads across teams. Technicians use the mobile app to receive tasks, follow checklists, capture photos and notes, and complete digital service protocols with customer signatures, even when working onsite. All work orders and assets keep a full history, including faults, repairs, parts used, warranties, and costs. Reporting helps track job profitability, technician performance, and key service-level metrics. Questy Service is ERP-aware and designed to extend the reach of your ERP rather than replace it. Bidirectional data flows for inventory, customer history, work orders, service logs, and financial records can be configured through a custom integration quote. The solution is used by B2B organizations in manufacturing, distribution, installation, and field services that need service management tightly connected to ERP-based operations. A 30-day free trial is available.

Questy Commerce

0 reviews

Questy Commerce is a B2B wholesale ordering portal that connects customer-specific pricing, live product catalogs, and order management directly with your ERP. Buyers log in 24/7 to see their own individualized prices, discounts, and commercial terms pulled directly from ERP data, place orders, and manage their accounts without involving a sales rep. Orders flow automatically into the ERP the moment a customer confirms, eliminating manual entry, re-typing from emails, and order errors. Customers can order in bulk via CSV import or quick-add lists, request custom pricing quotes on demand, track live order status, and download invoices and product data sheets from a secure self-service portal. Sales rep mode lets internal teams place orders on behalf of clients directly from the same interface. Category-level visibility controls ensure each customer only sees the product range relevant to them, while authorized buyer controls restrict ordering to verified contacts within each account. Logistics minimums can be configured to enforce order thresholds per transaction, and flexible shipping and payment terms are driven by ERP data, including trade credit options. Questy Commerce is ERP-aware and designed to extend the reach of your ERP rather than replace it. Bidirectional data flows for pricing, stock levels, orders, customer history, and invoices can be configured through a custom integration quote. The solution is used by B2B wholesalers, distributors, and manufacturers that need a self-service ordering portal tightly connected to ERP-based commercial rules. A 30-day free trial is available.