The CRM supports the sales activities and delivery of STANDR Inc. It connects exchanges, proposals, contracts and mandates to preserve context throughout the relationship. It is not a plan or a feature included in client plans.
Structured service proposals
STANDR prepares proposals that specify the phases, deliverables, responsibilities and applicable conditions, then submits them for the required approvals before sending.
From contract to delivery, without losing context
An accepted proposal can be converted into a structured engagement to link commercial commitments to the phases, deliverables and delivery team.
Traceable exchanges and commitments
Exchanges, commitments and related documents can be recorded to support an ongoing relationship and controlled information management.