Clients, contacts, deals, and activities. One ERP.
Your customer data is split between an inbox, a shared drive, and someone's head. Statim ERP puts every client record, contact person, deal stage, and interaction history in one place. When your sales rep calls in sick, no one scrambles.
Customer relationships that don't depend on one person's memory
Full client profiles
Every client has one record: billing and shipping addresses, payment terms, currency, tax settings, contacts, and portal access. No duplicate spreadsheets. No conflicting notes.
A real sales pipeline
Deals move through 5 stages with timestamps at every step. You see what's open, what's qualified, what's been proposed, and what's been won or lost. The pipeline is a picture, not a guess.
Every interaction on record
Calls, meetings, emails, follow-ups. Log them against a client or a deal with configurable activity types and status tracking. When someone asks "when did we last talk to them?", you have the answer.
A complete customer directory, not a contact list
Most systems give you a name and an email. Statim ERP gives you the full picture: billing and shipping addresses, payment terms, currency, tax configuration, allowed ordering days, and a contract signature date. Each client also gets a portal where they can place orders, view invoices, and check their balance. This is a customer record built for how manufacturers actually work.
Addresses, payment terms, and tax in one place
Every client has dedicated billing and shipping addresses, a configurable payment term, a currency setting, and a tax profile. No hunting through files or asking accounting. It's all on the client record.
Contacts linked to the right people
Add contact persons directly to each client with 8 role classifications: accounting, accounts payable, reception, management, sales, buyer, shareholder, or a custom role. Mark the main contact. Track who accepts communications. Assign contacts to specific locations.
Client portal with self-service ordering
Give your customers a login. They can browse your catalog, place orders, view their invoices, pay online, and check their account balance. You control what they see and what they can do.
One contact system for clients and suppliers.
Contacts in Statim ERP are polymorphic. The same contact model works for both clients and suppliers. Each person gets a first name, last name, email, phone number, role, address, and optional location assignment. You can flag the main contact, note whether they accept communications, and add free-text notes. When your purchasing team needs the AP contact at a supplier, it's in the same place your sales team finds the buyer at a client.
8 Contact Role Types
Accounting, accounts payable, reception, management, sales, buyer, shareholder, or other. Every contact has a classification, so you know who to call for what.
Multi-Location Contacts
Assign contacts to specific client locations. When a client has 3 warehouses, you know which contact person handles which site.
Communication Preferences
Track which contacts accept communications and which don't. Respect preferences without relying on someone remembering. A flag on the record, not a mental note.
Open, Qualified, Proposition, Won, Lost
Every deal moves through 5 clear stages. Transitions are flexible: you can move backward, reopen a lost deal, or skip straight to won. Each stage is timestamped automatically, so you know exactly when a deal was qualified, when the proposition was sent, and when it closed.
Deals linked to estimates and clients
Attach estimates directly to a deal. Assign sellers. Connect to a client record or track standalone opportunities with just an email and phone number. When a deal is won, the estimate is already there, ready to convert.
Lost reason tracking
When a deal is lost, record why. Select from configurable lost reasons and add a free-text note. Over time, you build a dataset that tells you where deals fall apart, not just that they did.
Log every call, meeting, and email against the right record
Your team talks to clients every day. Calls, site visits, emails, follow-ups. If those conversations aren't recorded, they're lost. Statim ERP lets you log activities against any client or deal, with configurable activity types, sub-options, assigned users, and open/completed status tracking. Activities also sync with email: Gmail and Outlook threads are automatically matched to client records based on email addresses.
Configurable activity types with options
Create your own activity types: Call, Meeting, Site Visit, Email, whatever fits your process. Each type can have sub-options for more detail. The categories match your workflow, not a vendor's template.
Automatic email sync
Connect Gmail or Outlook. Statim ERP scans incoming threads, matches sender and recipient addresses to client records, and creates activity entries automatically. No manual data entry. Your CRM stays current even when your team forgets to log the call.
Reminders and tasks
Attach follow-up tasks to any activity with a deadline. Open activities surface reminders for upcoming deadlines. Nothing falls through because someone forgot to check the calendar.
Track the people behind your business relationships
Not every important person is a client or a supplier. Stakeholders in Statim ERP represent individuals who influence your deals, orders, and estimates. Each stakeholder has a type classification, a tagging system for flexible categorization, and an address. Link them to deals, orders, and estimates with per-record tags. The system tracks counts and total values across all linked records, so you can see at a glance how much business flows through each relationship.
