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The whole customer cyclein one CRM
Leads, contacts, commercial proposals, quotes, contracts, invoices, tasks, projects and support tickets in the same environment, linked to orders and shipments, with Ema AI supporting your team.
A single record for the whole customer relationship.
Emawerly CRM replaces spreadsheets, shared inboxes and separate tools: every customer has a single record with everything that concerns them.
Collect leads from forms, e-commerce and campaigns and turn them into contacts with a full history: orders, conversations, documents.
Prepare commercial proposals and quotes from templates, send them to the customer and follow their status through to acceptance.
From the accepted quote to the contract, with deadlines and renewals always visible.
Issue invoices starting from the contract or the order, without retyping data.
Assign tasks, deadlines and projects to the team and follow progress in list or kanban view.
Support requests become assigned tickets, with priority, status and the customer’s history.
From lead to payment, in four steps.
- 1
Capture the lead
The contact comes from a form, your e-commerce or manual entry and appears in the pipeline with its information already attached.
- 2
Manage the deal
Move opportunities between stages in kanban view, assign tasks and keep track of every conversation.
- 3
Send quote and contract
Generate the quote and contract from templates, send them to the customer and see when they are viewed and accepted.
- 4
Invoice and support
Issue the invoice and, after the sale, handle requests and tickets on the same customer record.
One deal, from start to finish.
Every opportunity has a record with documents, tasks and conversations: anyone on the team knows where it stands.
Kanban view by stage: see what is in progress, what is stalled and where action is needed.
Proposals, quotes, contracts and invoices stay attached to the customer and the deal.
The customer’s tickets appear on their record: sales and support work on the same contact.
In 15 days you will know if it fits the way you work.
Why companies choose it.
One profile per customer, with orders, shipments, documents and tickets.
Drag opportunities between stages and check the state of the deal at a glance.
Quotes and contracts from templates, with numbering and sending status.
Data moves from one document to the next without being retyped.
Tasks, deadlines and owners in a single list shared by the team.
Support requests have priority, status and history, linked to the customer.
What changes, from day one.
- Contacts scattered across spreadsheets and inboxes
- Quotes and contracts in separate files
- Invoices recreated from scratch
- Support requests handled by email
- A single record for every customer
- Documents generated and tracked in the CRM
- Invoices created from existing data
- Tickets assigned with status and priority
Where it makes the difference.
The lead enters the pipeline, is assigned to a salesperson and gets a first-contact task.
You send the quote and contract, the customer accepts them and the invoice is ready to issue.
The ticket is linked to the customer, with orders and history: whoever replies has the context right away.
Ema AI works on your CRM data: it helps you summarise a customer’s history, draft a reply to a ticket and keep track of tasks that are due. You confirm, it prepares.
With the dedicated add-on, the CRM handles e-invoicing integrated with SDI, both outgoing and incoming: you issue, send and receive electronic invoices without leaving Emawerly.
Even better together.
Every module works on its own. Together they form a single flow from order to delivery.
Orders and customers from your shops in the CRM.
Campaigns and flows on your CRM contacts.
The assistant that works on your data.
Connected modules, one customer record.
Before you try it.
What does Emawerly CRM manage?
Leads, contacts, commercial proposals, quotes, contracts, invoices, tasks, projects and support tickets, all linked to the customer record.
Can I see deals in kanban view?
Yes. Opportunities can be shown in kanban by stage and moved by dragging, as well as in a list.
How does customer ticketing work?
Every support request becomes a ticket with status, priority and assignee, linked to the customer record with orders and history.
How does Ema AI work in the CRM?
Ema AI uses CRM data to help you summarise customer history, draft replies to tickets and remind you of due tasks. The decisions stay with you.
Is e-invoicing included?
It is available as an add-on: e-invoicing integrated with SDI, outgoing and incoming.
Is the CRM included in my plan?
Availability depends on the plan you choose: check the Pricing page or book a demo.
Bring order to your customer relationships.
Try Emawerly CRM free for 15 days or book a demo: we go through it together on your data.