AVADA CRM for B2B sales and distribution companies
AVADA CRM for B2B sales and distribution companies
Designed for teamwork on the go – from a phone or computer
B2B sales rarely take place solely at a desk. Managers are constantly in meetings, negotiations, on-site visits, and in direct communication with clients via phone, messaging apps, email, and websites. When requests come from different channels, correspondence is conducted in different apps, and client information is stored in disparate locations, the team quickly loses synchronicity. As a result, leads are processed more slowly, agreements are forgotten, deals stall, and managers find it difficult to monitor sales, payments, and manager performance.
AVADA CRM is designed as a mobile-first system for B2B sales, where core work can be done directly from a smartphone. Managers can open the CRM during meetings, view client communication history, check tasks, budgets, deal statuses, record agreements, create orders, and monitor payments. Meanwhile, the office team and field employees work in a single database: clients, leads, correspondence, deals, orders, payments, and internal discussions are all accessible in one system, whether from a phone or a computer.
📱 System functionality
CRM integrates all requests from websites, forms, Telegram, WhatsApp, email, and other channels into a single workspace:
- Every request automatically becomes a lead, and all communication with the client is conducted in a format similar to a messenger: with a correspondence history, files, technical specifications, and recorded agreements.
- From the dialog, you can immediately create a deal, add services or items, set a price, and pass the order further down the funnel.
- Sales management features include statuses, a desktop Kanban board, a mobile feed, tasks, action history, and the ability to connect multiple employees to a client without losing context.
Special emphasis is placed on team management, finances, and analytics. The system allows you to monitor payments, partial payments, outstanding balances, and the financial status of each client or order.
The manager sees:
- lead sources;
- managerial efficiency;
- sales dynamics;
- status of transactions at each stage.
Internal chats and discussions allow you to coordinate issues within the CRM without transferring work communications to third-party messaging apps. The system can be adapted to the company's sales structure, desired funnel, employee roles, and business logic, and the self-hosted format allows data to be stored on its own server.
🚀 Implementation results
After implementing AVADA CRM, sales become more transparent and manageable: requests are processed faster, lost leads are reduced, the team works more synchronously, and managers gain control over deals, managers, payments, and accounts receivable. This CRM is especially suitable for wholesale companies, distributors, B2B sales departments, agency networks, and companies with multiple websites or lead generation channels.
Would you like to implement a similar system in your company?
Contact us – we will analyze your processes, demonstrate the system’s capabilities, and offer a solution tailored to your sales model.
FAQ
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Is CRM suitable for managers who are constantly on the move?
Yes. The system was originally designed for mobile use.
Managers can manage clients, deals, and correspondence directly from their phones – during meetings, on the road, or outside the office. -
Is it possible to work fully using only a mobile phone?
Yes, all key functions are available from your phone:
- communication with clients
- creation and management of transactions
- payment control
- access to history
👉 A computer is not necessary for daily work
-
How does CRM help you avoid losing leads?
All requests are automatically collected in one system:
- websites
- messengers
- forms
Each lead is recorded and immediately available to the team.
👉 No requests are lost -
Can several managers work with one client?
Yes. Any employee can:
- join the dialogue
- continue communication
- help close the deal
👉 The team works synchronously, without information loss
-
How to control the work of managers and transactions?
The system includes:
- transaction statuses
- sales funnel
- history of actions
👉 The manager sees:
- at what stage is each transaction
- who is responsible for it?
- what actions are performed
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Is it possible to formalize agreements immediately after a meeting with a client?
Yes. The manager can:
- immediately enter information into CRM
- create a deal
- fix the terms
👉 Everything is done right after the conversation, without losing any details
-
How does the system help control payments and debts?
The CRM has an accounts receivable section:
- paid / partially paid
- debts
- payment status
👉 You always have visibility into the financial situation of your clients and transactions
-
Is the system suitable for companies with multiple sales channels or websites?
Yes, CRM integrates all sources:
- websites
- landing pages
- messengers
👉 All applications are entered into a single system and processed centrally
