PRIME CRM
Integrated customer relationship management — without duplication
PRIME CRM intelligently connects and presents data from your existing business system, offering a 360° customer view on a single interface — with AI lead scoring and a sales pipeline.
Traditional CRM systems manage customer data in isolated silos — partner information lives separately from sales data, which is again disconnected from communication history. This has to be kept in sync manually, leading to errors.
PRIME CRM works differently: it does not duplicate customer data, but intelligently connects the already existing information — partner registry, transaction log, email exchanges, open quotes. The result is a visible customer network, purchasing patterns, and potential.
It is especially strong in AI-supported lead and opportunity management: the AI Lead Scoring is based on 10 factors (including the customer's position in the partner network and previous transactions), and automatically classifies potential customers.
Features
6-state lifecycle (new → qualified → contacted → offer → won/lost), AI Lead Scoring with 10 weighted factors, automatic qualification and 3 assignment strategies.
Multi-channel pipelines, configurable stages, 4 views (Kanban, List, Funnel, Forecast), weighted pipeline forecasting.
8 activity types, automatic logging on email send, calendar sync (Google, Outlook), follow-up reminders.
Dynamic target groups with rule-based filtering, GDPR opt-out handling, drip campaigns, A/B testing, tracking, and integrated mass mailing.
NPS and other survey types, visual questionnaire editor, automatic trigger on business events, alert for poor ratings.
12 sections from 7+ modules: partner data, relationship network, transaction history, open quotes, communication, contracts, projects, payment discipline, SLA metrics, documents.
Customer assignment by organizational levels (region, industry, size), performance measurement at territory level, forecasting, revenue allocation.
Benefits
Our Products
PayMaster Neo ERP
The New Era of Intelligent Enterprise Management
PRIME DMS
Intelligent document management — OCR, semantic search, AI
PRIME E-commerce
Headless e-commerce backend — ready for AI shoppers