Export CRM: email, leads, customers, deals and orders in one flow
Finding customers is only the start. Atteipo's CRM is built around the email conversations export teams already have, so customer history builds itself and handovers are complete.
From lead to order
Leads from trade shows, B2B platforms, business cards, website inquiries or Atteipo's tools are managed in one place. Qualified leads become customers; deals move from quoted to contract review to won or lost; orders support custom fields and online approval.
Built for teams
- Conflict prevention: once a customer is owned by one rep, others cannot create or email it.
- Shared pool: idle customers move to a shared pool by rule so others can pick them up.
- Reminders: see customers untouched for 7 days up to 1 year.
- Handover: transfer complete customer history when reps change.
Security
HTTPS, distributed deployment, three-layer server-side encryption and a cloud IDC certified to ISO 27001. Sub-accounts are managed by department, role and feature permissions.
FAQ
How is it different from a generic CRM?
It is designed for export sales: email and customer records are connected, customs activity is built in, and it includes shared pools and conflict prevention used by export teams.
What happens when a rep leaves?
All emails, follow-ups, schedules and files stay in the system and can be handed over in one click.
Keep your customer data in one place
Book a demo to see how Atteipo CRM fits your sales process.