Today
The list of companies to contact is built in Excel, and nobody knows how big the market is.
With Administy
Strateg calculates market potential from KRS and CEIDG by industry and region, then breaks the plan into waves.
For sales heads and owners who sell themselves
From choosing the market to the signed quote.
Administy calculates market potential from KRS and CEIDG, breaks the acquisition plan into waves and manages every contact in the CRM, from the first email to the quote. You see when the client opened the quote and when they came back to it.
25 modules in one systemIntegrations with 7 invoicing programs10 banks and Revolut BusinessData in the EU, GDPR compliantWe have run B2B companies since 2011
app.administy.pl/crm
Today and with Administy
The same funnel, two ways of working
Today
The salesperson sends a quote and waits for the client to get in touch.
With Administy
You see when the client opened the quote and when they came back to it, so you call at the right moment.
Today
After a call the notes stay in the salesperson's head.
With Administy
A call recording turns into a summary on the deal and a ready email.
The solution
Modules that set up your sales process
In Administy
Every deal with a stage, a chance and a next step
This is the sales funnel in Administy: companies, people, and the value and chance of each deal, with actions assigned to stages.
- Your own funnels and stages matched to your process
- Website forms go straight into the CRM
- Message templates that AI tailors to the client
app.administy.pl/crm/deals
Getting started
A first picture of your company in three steps
- 1
Connect your invoicing program or KSeF
We have ready integrations with 7 invoicing programs. Data flows in without manual exports.
- 2
Connect your company accounts
You authorise access to the accounts, and we pull transactions and balances daily.
- 3
Administy shows the first picture of receivables and transfers
Transfers match invoices, and you see what is paid and who is overdue.
Good to know
We will help you build the whole sales process
We start by choosing the target group and a plan for reaching it, then set up funnels, message templates and quotes. You record calls through the Pocket integration, and for any other tool we will build an integration.
Pocket integrationGrowth
Start with one package. Grow into a full ERP.
Start with Sales: market strategy, CRM and quotes. You add Finance when you want to keep an eye on clients' payments, and Command when you need a dashboard with KPIs for the whole company.
Finance
Documents, KSeF, banks, collections, incoming-payment forecasts and budgets.
from 373 PLN net / mo.on the annual plan
- Start here
Sales
A CRM that gathers and checks client data on its own. In higher packages AI prepares your conversations, and referrals and partners work for you.
from 373 PLN net / mo.on the annual plan
Operations
Projects, team, working time, costs and profitability.
from 331 PLN net / mo.on the annual plan
Requires Finance
Command
The owner's cockpit: KPIs, alerts, decisions and scenarios.
from 331 PLN net / mo.on the annual plan
Requires Finance or Operations
The quotes module with a notification when a quote is opened is an add-on to every Sales package.
25 modules in 6 areas of the company
- Data and integrations3
- Sales and receivables6
- Costs and budgets4
- Cash flow, analytics and AI5
- Projects and team4
- CRM and company growth3
Missing a module or an integration? We can build it to order.
FAQ
Got questions? We have answers.
Do I need my own database of companies?
No. Strateg calculates the market from the KRS and CEIDG registers. You can also upload your own list from Excel.
How do I know the client has opened the quote?
A quote from Administy is interactive, so you see when the client opened it and when they came back to it.
Will this work with my current CRM or tool?
You can import your data, and for the tool you need we will build an integration.
Start now
Let us build your sales process together
We will talk about your target group and show you what its potential looks like in Strateg.
A conversation about your companyConcrete next stepsFree and no obligation