Spotler CRM

What is Spotler CRM?

Spotler CRM is a user friendly, cloud based CRM designed for B2B organisations that want to manage customer and prospect data in one central place and connect marketing insight with sales follow up. You keep your database up to date, create opportunities, and build a complete view of each account by bringing together contact details, communication history and engagement signals.

Unlike many CRM platforms that require heavy consulting to adjust fields and processes, Spotler CRM is built to be configured by your own team. You can add custom fields, adapt pipeline stages, set user rights, and personalise dashboards so your teams always see the information that matters most.

Benefits for your marketing and sales

• Greater transparency: You gain a 360 degree customer view and reduce fragmented data across tools.
• Higher conversion rate: You qualify leads with scoring and turn engagement into clear next steps.
• Less administrative work: You automate routine follow ups, tasks and notifications with workflows.
• Easily scalable: You extend the system with integrations and reporting as your needs grow.

Highlights

• Central sales and marketing database for accounts, contacts and opportunities
• Lead scoring and nurturing support based on web and email engagement
• Extensive contact management with tracked interactions, notes and shared documents
• Pipeline management with configurable stages, values and forecast reporting
• Dashboards, reports and insights for data driven decisions
• Workflow automations for follow up tasks, reminders and internal notifications
• Task and calendar management to keep teams aligned on next actions
• User rights and access control to handle sensitive customer data responsibly
• Integrations such as Outlook or Microsoft 365 email capture and connectors like Zapier
• Quotation support to document offers alongside opportunities

Key features for everyday use

Spotler CRM helps you move from anonymous interest to structured pipeline work. By combining contact and account data with digital activities such as email opens, clicks, page views and form fills, you can prioritise the right accounts, hand qualified leads to sales, and run more relevant follow ups. At the same time, your team can work from one shared system with consistent fields, reports and dashboards.