What is a CRM system? Comprehensive customer and sales management with ORIGAMI Customer & Sales

What is a CRM system?

Comprehensive customer and sales management with ORIGAMI Customer & Sales

Understand customers, close deals easily. If your customer data is scattered across business cards, Excel files, LINE chats, and individual sales reps' heads, your team will spend more time searching for information than selling. This article explains what a CRM system is, how it works, and how ORIGAMI Customer & Sales consolidates all sales operations into a single record.

What is a CRM system?

A CRM (Customer Relationship Management) system is software that centralizes customer data, contacts, communication history, sales opportunities, and quotations in one place, allowing sales, marketing, and service teams to view the same set of data, track deals accurately, and close sales faster.

A good CRM system is more than just a directory; it must cover everything from lead generation, account and contact management, and follow-up planning to post-sale project management. ORIGAMI CRM also supports relationships with Customers, Suppliers, and Partners within a single platform.

How does a CRM system help organizations?

A CRM system helps teams understand each customer through comprehensive data on a single page, provides visibility into deals at every stage, reduces the chance of missing important tasks, and helps executives forecast sales better.

There are 4 main benefits:

• 360-degree customer view Centralizes contact history, contract information, activities, and customer projects in one place, enabling the team to understand the context of each customer accurately and quickly.

• End-to-end sales pipeline management Provides visibility into deals at all stages, reduces the risk of missing key opportunities, and aids in Sales Forecasting.

• True Team Collaboration Sales, marketing, and service teams share Activity, Task, and Skoop data on a single platform, bridging communication gaps.

• Reduce Manual Work Eliminate redundant data entry across systems with automated alerts to prevent missed tasks.

What is ORIGAMI Customer & Sales?

ORIGAMI Customer & Sales is a suite of customer and sales management modules on the ORIGAMI platform that integrates company, contact, project, activity, product, and quotation data. It also records check-in and check-out times for field staff and displays all information on a unified calendar.

At its core is all customer relationship data stored in a single, interconnected record. Data entered once can be seamlessly utilized across CRM, Project, Activity, and Quotation.

How to systematically store customer and contact data?

Store company information as Accounts and individual information as Contacts, then link them to relevant projects and activities for easy retrieval in one place.

• Account supports customers, vendors, and suppliers, complete with company-level pipelines and activity history linked to each account.

• Contact attaches business card images for search retrieval, records social media information, specifies contact sentiment, connects with NFC business card data allowing owners to update their own cards, and features a birthday calendar for relationship management.

How to manage Sales Pipelines so you never miss a deal?

Sales Pipeline provides an overview of all deals categorized by stage from initial discussion to closing. It uses a CRM system to display deal statuses in real-time so you know which deals need acceleration and which are at risk of falling through.

In ORIGAMI Project, it is divided into 2 types: Sales work and Non-sales work, allowing management of both sales and internal projects. The pipeline displays statuses, stages, progress, and key issues requiring urgent resolution all on a single page.

The handoff from sales to operations is also seamless. You can instantly pull Account, Contact, and deal details from the CRM to create a project, eliminating re-entry and reducing delivery errors.

How to issue quotations and convert them into sales orders?

Create a quotation in the system for each project and seamlessly convert it into a sales order once pricing is agreed upon, without having to re-type any information.

Quotations are linked to projects and product data in the system, allowing the team to easily trace back what was quoted to which customer and in which project.

How to manage projects and budgets after closing a deal?

Use Project Pipeline to track project status in real time, set budgets, record actual expenses, and calculate profit and loss for each project within a single system.

Management can easily monitor the progress of all projects, while built-in expense calculation helps reduce the risk of budget overruns. Sales, project management, and finance teams can collaborate on the same set of data while clearly assigning tasks and owners for each stage.

How to track field sales staff?

Use the Activity system to log each interaction, distinguishing between internal tasks and external work (onsite visits), complete with check-in and check-out times, as well as attached images or supporting documents.

Customizable activity types, summary dashboards, and calendar views make management effortless, perfectly suited for sales teams that frequently visit clients.

How to ensure nothing falls through the cracks?

Use My Task, a drag-and-drop personal task board directly connected to Projects. When you drag tasks from To Do to In Progress and Done, actual project data updates automatically.

Tasks in My Task are not isolated items requiring manual syncing; they are integrated with Projects, Activities, and Accounts in a unified workflow, ensuring everyone is on the same page no matter where they look in the system.

How to consolidate customer chats from multiple channels into a single place?

Use Omni Channel to integrate messages and conversation histories from Facebook, LINE, Telegram, Instagram, WhatsApp, Website, WeChat, Shopee, and Lazada into a single inbox.

Teams can systematically track, assign, and manage conversations while checking status and service history, enabling faster responses and a better customer experience. Meanwhile, Origami Mail centralizes connected mailboxes and email accounts, supporting sending, receiving, and file attachments while integrating with Contact data from CRM.

How does an integrated CRM differ from standalone software?

Standalone software forces you to repeatedly enter customer data in multiple places, leading to inconsistent information across teams. In contrast, an integrated system uses a single set of data, allowing you to enter it once for customers, projects, activities, and quotations.

ORIGAMI's CRM allows you to customize workflows, data fields, and approval structures to match your organization's actual processes. It also extends seamlessly to other modules on the same platform, such as People & HR and ARGUS, without the need for data migration.

How to choose the right CRM system for your organization?

Choose a system that connects data end-to-end from customers to quotations and projects, adapts to your actual processes, supports mobile/remote work, and consolidates the communication channels your customers use.

1. Is data seamlessly connected end-to-end? From Account, Contact, and Project to Quotation.

2. Can it be customized for your organization? Such as workflows, data fields, and approval steps.

3. Does it support on-site field teams? Such as check-in/check-out and attaching photos for each activity.

4. Can it integrate customer channels? Such as LINE, Facebook, WhatsApp, and marketplaces.

5. Can we start with one part at a time? No need to transform the entire organization all at once.

6. Request a demo featuring your team's actual pipeline and data.

   
   

CRM System Frequently Asked Questions (FAQ)

• What is a CRM system?

Software that consolidates customer data, contacts, sales opportunities, and quotations in one place, allowing teams to view the same information and manage sales systematically.

• How is a CRM system different from Excel files?

Excel stores data but doesn't connect it to activities, projects, quotations, and reminders. A CRM connects these data points together and displays deal statuses in real-time.

• What data can ORIGAMI CRM store?

It stores customer company data, vendors, and suppliers, contact information with business card images, projects, activities, products, and quotations.

• Does ORIGAMI support on-site sales teams?

Supports the Activity module to separate internal and external activities, log check-in/check-out times for each activity, and attach images or documents.

• What channels does Omni Channel support?

Supports Facebook, LINE, Telegram, Instagram, WhatsApp, Website, WeChat, Shopee, and Lazada.

• Can a quotation be converted into a sales order?

Yes, you can create a quotation in the system for each project and convert it into a sales order immediately once the price is agreed upon.

• Do I need to use all modules at the same time?

No, you can start with the module that solves your most urgent problem and add others when you are ready, as all modules share the same set of data.

A great CRM system enables the entire organization to "know customers better and close deals faster." ORIGAMI Customer & Sales connects everything from company data, contacts, pipelines, quotations, projects, and field activities to customer communication channels into a single, interconnected record.

Want to see your team's pipeline on ORIGAMI? Book a DEMO or View CRM details