RDCopilot CRM · Sales pipeline
Contacts, deals, follow-ups and proposals in one shared pipeline. Won deals hand over to RDCopilot ERP as an order draft.
Contacts, deals, follow-ups and proposals in one shared pipeline, set up around the way your team sells. Won deals hand over to RDCopilot ERP as an order draft, with fields mapped and tested during setup.
Example data · drag a card, use Move…, or focus it and press Space
Lead1 / 5
Lead
3 €17,500Qualified
2 €22,400Proposal
2 €30,600Won
1 €14,200Lost
2 €12,300· Example
See how the handoff worksWhat your team works in
Seven parts of the CRM your team will use every day. We configure each one around your stages, fields and roles before anyone logs in.
Each person sits under their company, with role, source and every opportunity you have had with them.
Example: Strada Coffee Co., hospitality, Cluj-Napoca, with contacts Bianca Toma and Paul Rus, source website form, three opportunities of which one is open; latest activity: a 25-minute call yesterday and proposal v2 attached on 6 October.
Your stages and qualification criteria. Required fields per stage stop a deal moving on without the details it needs.
Example: stage totals Lead €17,500, Qualified €22,400, Proposal €30,600, Won €14,200. Criteria to enter Qualified: budget confirmed, decision owner known, timing agreed (still open).
One next action per deal, with an owner and a due date. Overdue items surface first.
Example task list for today: call Delta Atelier, overdue, Ioana; map approval process at 14:00, Mihai; discuss proposal v2 at 16:30, Mihai.
Attach each proposal file to the deal with its date and status, so nobody negotiates from an old version.
Example: proposal file v2 sent on 6 October, with a note that the scope was narrowed to two cafés; file v1 from 22 September revised; decision due Thursday 8 October.
Form submissions arrive as leads for the right team, with the form fields you choose (such as the page they came from). A duplicate check on email stops the same person from creating a second lead.
Example: a new contact form inquiry from Bianca Toma at Strada Coffee Co. is matched to the existing lead by the duplicate check and assigned to Mihai.
Decide who sees which deals: their own, the team’s or all of them, and who can change them.
| Role | Sees | Edits |
|---|---|---|
| Sales rep | Own | Own |
| Sales manager | All | Team |
| Finance | All | – |
Example · agreed per project
Activity reminders, required fields per stage and role-based visibility are standard. Assignment and reminder rules are agreed in discovery and set up through RDCopilot Integrations; your proposal confirms which.
How it works
Five moments from an ordinary day, each on a different deal. This is how work moves from the first message to an order your operations team can deliver.
Example data
08:45Capture
An inquiry from Delta Atelier arrives through the website form. It lands in the CRM as a lead with the page it came from.
09:10Assign
The sales manager assigns the lead to Ioana with a first task: call back today, with a reminder at 11:00. Automatic assignment rules, such as round-robin or by region, are set up through RDCopilot Integrations when your team wants them.
11:30Qualify
Elena logs a call with Lumen Clinic. Budget and decision owner are confirmed, so the deal moves to Qualified with the notes attached.
14:00Propose
Mihai attaches proposal v2 to the Strada Coffee Co. deal, sends it and sets the decision date. The v1 file stays on the deal.
16:30Win
Orion Foods accepts. Mihai marks the deal won and records the reason.
16:35Hand over
The won deal becomes an order draft in RDCopilot ERP: customer, agreed lines and delivery notes. Operations accept it or send it back with a correction, and both sides see the status.
Automatic rules, the handoff fields, the acceptance step and the recovery path when something fails are agreed with your team, written into your proposal and tested before launch.
One pipeline, every owner
Every card has an owner and a next step, so a pipeline review is a filter, not a meeting. Pick a name and the open value recalculates for just their deals.
The record
Open a deal and see who you are talking to, which proposal file was sent, what was said last and what is due next. Holidays and handovers stop resetting the conversation.
Example deal record: Strada Coffee Co., stage Proposal, €18,000, owner Mihai. Contact Bianca Toma, sales manager in Cluj-Napoca. Proposal file v2 attached and sent on 6 October with a decision due on Thursday 8 October; file v1 from 22 September was revised. Next step: discuss proposal v2 today at 16:30. Activity: proposal v2 sent today at 14:02; a 25-minute call yesterday narrowed the scope to two cafés; on 2 October Elena noted that finance needs the ERP field list; the lead was created from the website form on 22 September.
Reports
An example pipeline dashboard your team could start the week with. Dashboards are set up in discovery; custom reports are quoted at the hourly rate. For revenue and margin next to sales, connect the CRM to RDCopilot Reports.
Example data · Dashboard set up in discovery
Move a card on the board above and these figures follow.
Value by stage · Q4
Lost this quarter: €12,300 · 2 deals
| Stage | Deals | Value |
|---|---|---|
| Lead | 3 | €17,500 |
| Qualified | 2 | €22,400 |
| Proposal | 2 | €30,600 |
| Won | 1 | €14,200 |
| Lost | 2 | €12,300 |
Connected
RDCopilot CRM is hosted in the EU, like our other products. Connections to them are mapped and tested in your project, and your proposal lists which ones are included.
In
RDCopilot CRM
Out
Implementation
| Today | With the CRM | How we get there |
|---|---|---|
| A shared spreadsheet, one tab per salesperson | One pipeline, filtered by owner | Verified import with duplicate rules |
| Follow-ups in personal calendars | A next step and due date on every deal | Tasks, reminders and required fields configured per stage |
| Proposals lost in email threads | Proposal files and decision dates on the record | Document fields and history set up |
| Won deals retyped into the ERP | Won deals sent to ERP as order drafts | Field mapping and acceptance test |
We map how you sell today: stages, qualification criteria, fields worth keeping, teams, who sees what and which reports you need.
We run a test import from your spreadsheet or current CRM, apply duplicate rules and review the result with you before anything goes live.
We set up stages, forms, roles, reminders and the ERP handoff. We test them and train each team on the workflow they will use.
We go live on EU hosting with backups and monitoring. Updates and support in English and Romanian are part of the monthly licence.
Every function, connection and service you get is listed in your written proposal.
Pricing
You get a written proposal after a short discovery call. It lists what we set up, what the monthly licence covers and the hourly rate for anything extra.
1
Paid once, at the start
2
Keeps the CRM running
3
Estimated before we start
Questions
Something else on your mind? Ask us directly and you get an answer from the people who will set up your CRM.
Ask a question →In EU data centres, on the platform that also hosts RDCopilot ERP. We run daily backups with retention rules, encrypted storage, access logs and monitoring, and we test restores on a schedule.
Yes. We run a test import first, match records on the fields we agreed with you so duplicates are updated instead of copied, and review the result together. A test import can be undone: every record it created is removed. We back up the data before any import that updates existing records.
Yes. Stages, qualification criteria, required fields and the meaning of “won” and “lost” are agreed in discovery and configured before launch. If another team sells differently, a separate pipeline can be scoped in your proposal.
A won deal creates a quotation or order draft in RDCopilot ERP with the customer and the agreed lines, and operations accept it or return it with a correction. Which fields move and how errors are handled is mapped and tested during setup and written into your proposal.
Yes. Each person connects their mailbox, and emails with a client are logged on the matching company, lead or deal automatically. Calendar sync with Google or Microsoft 365 is set up per project through RDCopilot Integrations.
Yes. The CRM works in the browser on any phone or tablet, with the same pipeline, records and tasks. If you need a dedicated app, RDCopilot builds iOS and Android apps, quoted separately.
You decide per role: own deals, the team’s or all, set separately for viewing, editing and deleting.
English and Romanian. Each person chooses the interface language, and support is available in both.
A CRM hosted for you in the EU and set up around your stages, fields, roles and reminders, connected to our other products where your project needs them, with updates and support in English and Romanian. Your proposal lists every function, connection and service included.
We process your CRM data only on your instructions, as your processor under a data processing agreement (GDPR Art. 28) included in your contract. Data is stored in the EU.
It stays yours. Your administrators can export any list to Excel or CSV at any time. When you leave, we hand over a full export of your records and files within 30 days, keep it available for at least another 30 days, and then delete it from our servers, as the EU Data Act and GDPR require.
A one-off setup fee, then a monthly licence for hosting, updates and support. Extra work is billed at a fixed hourly rate. You receive a written proposal with all three after a discovery call. Prices exclude VAT.
We host, update and monitor the CRM and answer support requests in English and Romanian. Changes such as a new pipeline, field or report are estimated at the hourly rate before we start.
From idea to implementation
Define what moves from CRM to ERP when a deal is won: customer identity, accepted scope, operational lines and an explicit acceptance or correction workflow.
Read guideBuild a CRM follow-up process around buyer decisions, clear next actions and reliable handovers, with reviewable reminders that fit the way a small sales team works.
Read guideConnect website enquiries to CRM ownership, contact matching and a visible next action, with dependable acceptance records and a practical delivery exception queue.
Read guideTell us how your team sells today and where deals get lost. We’ll come back with a written proposal for setup and licence.
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