// USE-CASE · SALES
Follow up on leads.
Don't miss any opportunity.
Closing gets easier.
Ishtar365 is the English-language CRM and Salesforce alternative for SMBs that want to escape complex configurations and lengthy implementations. One working environment for leads, opportunities, accounts and reporting — set up in days, not months, and managed without consultants.
weeks/months
A CRM that took 12 months to implement.
A dashboard that no salesperson understands.
A licence that costs three times your budget.
And meanwhile, the real work stays in OneDrive and mailboxes.
Time for a simple sales platform that works tomorrow.
// THE SALES CYCLE, SUPPORTED
Five stages. One working environment.
From first contact to signed contract — Ishtar365 supports every stage. No more scattered tools, no more forgotten follow-ups.
Lead capture
Web forms, trade-show leads or imports automatically land in a structured lead list.
Follow-up & qualification
Meeting notes, e-mails and contact moments structured per prospect. Reminders ensure no lead is forgotten.
Proposal & quote
Templates, version control and approval flows. Which version went to the customer? Always findable.
Negotiation & close
Contracts, addenda and signatures. Expiry dates with automatic reminders — nothing slips through the cracks.
Customer dossier
Once signed, the dossier passes to account management. No e-mail handovers — just a role change.
// LEAD & OPPORTUNITY MANAGEMENT
One dossier per lead. Everything in it. Nothing forgotten.
"The lead from last month just called back. Nobody knows who already contacted them, what was discussed, or which documents were already sent. We're starting from scratch again."
- All meeting notes, e-mails and notes in one place per lead
- Follow-up reminders — no lead goes cold unnoticed
- Full history: who spoke with whom, what was promised
- When handing over to a colleague: full dossier, no knowledge lost
- Status and stage per lead clearly visible in one overview
// DISTRIBUTION LISTS & CONTACT MANAGEMENT
One contact. Multiple roles. Smart lists via metadata.
"Our contact is a consultant at company A and a board member at company B. In our CRM we have to create him twice — and if his e-mail changes, we have to update it twice."
- One contact record with multiple organisation links at once
- Distribution lists by metadata: role, sector, region, deal stage, language
- Filter for "all CFOs in logistics with an open deal" — one click
- Updating one e-mail address propagates everywhere
- Not meant as marketing automation — but as a basis for sales segmentation and targeted follow-up
// REPORTING PER DEAL STAGE
Pipeline, revenue and KPIs. Real-time, exportable.
One overview for the sales meeting. Filter by period or account manager. Export to PDF for management or generate documents directly from the data.
A sales platform that works tomorrow.
No year-long implementation. No army of consultants. No expensive licences. But: everything your sales team needs to follow up on leads and close deals.
// CUSTOMERS ON THEIR AUTOMATION
They are already automating.
Questions about the Sales module.
Everything you want to know about our CRM platform, from implementation timelines to GDPR. The answers your sales team wants before the demo is booked.
How is the Ishtar365 Sales module different from Salesforce or HubSpot?
Ishtar365 Sales is built on Microsoft 365 and SharePoint, so leads, opportunities and customer dossiers live where your team already works: in Outlook, Teams and SharePoint.
Unlike Salesforce or HubSpot, there are no separate licences per seat for advanced features, no year-long implementations, and no consultancy army. Most customers go live in days to weeks instead of months.
How quickly can the Sales module be implemented?
Implementation typically takes days to a few weeks, depending on your sales process complexity. Thanks to the no-code configuration, your team can adapt fields, stages and workflows without involving developers.
MAN Belgium, for example, had their portal up and running in just two days.
Can one contact belong to multiple companies in Ishtar365?
Yes. One contact record can be linked to multiple organisations with a different role in each. For example, a CFO at company A, board member at company B and external advisor at company C.
Updating his email address propagates everywhere automatically, and distribution lists respect the role per organisation.
Does Ishtar365 Sales support pipeline reporting and KPIs?
Yes. Built-in DataGrids give you real-time pipeline overviews, revenue per category, monthly KPIs and filters by period or account manager.
Reports are exportable to PDF for management, and you can generate documents directly from the underlying data without leaving the platform.
Is my sales data GDPR-compliant and secure?
All data stays inside your own Microsoft 365 tenant. Ishtar365 inherits Microsoft's security standards, supports rights management at metadata level, and provides full audit trails per record.
The platform is GDPR-compliant by design, with no third-party data warehouse and no shadow IT.
Can the Sales module be combined with other Ishtar365 modules?
Yes, that is the strength of the modular approach. Sales connects naturally with Document Management for proposals and contracts, with Workflow Automation for approval flows, with Intranet and Extranet for customer portals, and with HR for account manager onboarding.
Start with Sales and add what you need, when you need it.
Is Ishtar365 Sales AI-ready?
Yes. Because all sales data is stored in a structured way on Microsoft 365, you can layer AI on top. From automatic meeting note classification to lead scoring and proposal generation.
The central data structure is what makes AI actually work, instead of producing hallucinations on scattered data.
