CRM — sales

Accounts and contacts

CRM shares the same customer base as your sales documents — the company you deliver to is the CRM account, so purchase history is real, not re-keyed. Contacts are one person with roles (purchasing, decision maker) rather than duplicated rows; the same contact book feeds Attn fields on POs, RFQs and DNs.

Each account's 360 page shows the full timeline — deals, activities, deliveries, orders and (when installed) commerce history — in one scroll.

Deals and pipelines

Multiple pipelines with their own stages and probabilities, managed in CRM → Settings → Pipelines. Work deals on the board (drag between stages) or in the list with saved sort/filter strips. A deal carries quotation-style lines (products and quantities, value derived), tags, source channel, an owner and an expected close. Winning a deal can convert straight into a Job Control so delivery starts with zero re-typing.

The reorder-due worklist — who to visit today

Tonbab computes each account's purchase rhythm from real delivery history and surfaces accounts that are due to reorder as a daily worklist. Each row becomes a planned visit or call; field check-ins capture a photo and GPS location; the outcome (order taken, postponed, lost to competitor) feeds the next cycle. This is the discipline layer for a Thai B2B sales team that runs on relationships and routes.

Renewals

Annual service contracts and subscriptions track in CRM → Renewals: coverage windows, upcoming-renewal buckets (30/60/90 days), overdue-and-unpaid flags, and at-risk lists for renewals nobody has touched. The dashboard shows recurring contract value and what's already been collected this year.

Forecast and reports

The weighted forecast multiplies open deal values by stage probability, scheduled by expected close month, per pipeline. Reports is a self-serve builder — deals or activities, filtered by date/status/owner, grouped by owner, source, stage, or month — with CSV export for whatever your spreadsheet still does better.

Goals without leaderboards

Individual monthly goals compare each salesperson to their own target. There is deliberately no daily colleague-ranking — with a small team, published ranks reorder on one deal and quietly poison collaboration; per-rep numbers stay available on demand in Reports.