Module · CRM and company growth

The offer goes out before the competition calls.

Faster client acquisition and instant quoting, with no manual data entry.

CRM and sales automation
The problem it solves

This is how it is today. This is how it can be.

Today

You copy a new client’s details from an email, and the offer goes out two days later.

With the CRM and sales automation module

You enter a NIP or email, and the system verifies the company and fills in the details.

This is how it looks in Administy

The module in the Administy Panel.

A view with sample data.

app.administy.pl/crm/deals
EveryoneAKAnna KowalMNMarek NowickiELEwa LisNeeds attention 4
Pipeline
168,800 PLN
Open
7
Win rate
50%
Open237,000 PLN
Quick deal
CRM implementation
NORDA LOGISTICS Sp. z o.o.Karolina Wrona
MED20%
AKAnna25,000 PLN
Website and online store
VELO PARTS S.A.No person — assign in the deal
MED20%
MNMarek12,000 PLN
Contact227,800 PLN
Quick deal
Financial audit
OPTIVA CONSULTING Sp. z o.o.Piotr Zając
MED40%
AKAnna18,000 PLN
IT subscription
RIVO STUDIO Sp. z o.o.Jan Wit
MED20%
ELEwa9,800 PLN
Meeting269,000 PLN
Quick deal
KSeF implementation
MOSTEK TRANS Sp. z o.o.Agata Bąk
MED20%
MNMarek21,000 PLN
Biuro Projektowe Linia
BIURO PROJEKTOWE LINIA Sp. z o.o.Tomasz Lewandowski
MED20%
ELEwa48,000 PLN
Offer135,000 PLN
Quick deal
Rebranding + brand book
KANCELARIA LEXMonika Sowa
MED5%
MNAKMarek + Anna35,000 PLN
What is in the module

Everything you need.

  1. 01

    Business partner verification

    From an email or NIP, the system checks the company’s status (e.g. liquidation) and pulls registry data.

  2. 02

    Forms on your website

    Enquiries from your website go straight into the system.

  3. 03

    Offer templates

    Personalised messages from within a deal, in one click.

  4. 04

    No mistakes

    No more retyping data.

How it works

Three steps. Then it runs on its own.

  1. 1

    An enquiry comes in

    From the website or email.

  2. 2

    Verification and data

    Automatically.

  3. 3

    Offer from a template

    In one click.

Pocket integration

Client calls straight to the deal.

Recordings from Pocket reach Administy as summaries. You attach them to a deal, and templates and AI turn them into an email to the client.

See the Pocket integration
Free online audit

Check whether this module is right for you.

The audit calculates what your current processes cost you and points out the areas you are not covering that carry risk. You do it yourself, with no meeting with us.

Take the online audit
Free consultation meeting

Let’s talk about what’s weighing on you today.

This meeting is a diagnosis, not a sales pitch. You tell us what challenge and what business case your company is facing today: liquidity, receivables, costs or profitability. Together we name the causes and check what can be put in order. We will show the system if it turns out to be needed.

A conversation about your challengeDiagnosis and first recommendationsFree of charge and with no obligation