Havana CRM
Turn customer activity into a clear sales process
Track customers, orders, follow-ups, campaigns and sales activity from first contact to completion.
Suitable for stores, sales teams, service businesses and e-commerce operations.
Core capabilities
Essential tools for a more organized operation
Customers and orders
Keep customer and order information in one structured record.
Campaign sources
Understand where customers come from and compare acquisition quality.
Follow-ups and tasks
Give every opportunity a visible next step.
Performance reporting
Monitor sales value, outcomes and team activity.
User permissions
Control access to functions and data by role.
Flexible customization
Adapt fields, statuses and reports to your workflow.
How it works
Three steps from setup to useful results
Add customers and orders
A clear stage in configuring and using the system every day.
Manage sales stages and follow-ups
A clear stage in configuring and using the system every day.
Review reports and act on the results
A clear stage in configuring and using the system every day.
Choose how you want to operate
Local or Cloud?
The core workflow is consistent; deployment, payment and ongoing service are different.
Local Edition
Runs at your premises without requiring a permanent internet connection.
- Up to five users on the company network
- Customers, orders and follow-ups
- Campaigns and customer sources
- Products, inventory and reporting
- Installation and team training
- Three months of included support
Cloud Edition
Accessible from anywhere with hosting, backups and continuous updates.
- Up to five users
- Access from anywhere
- Hosting, database and SSL
- Backups and continuous updates
- Support while the subscription is active
- Optional e-commerce integration
Why this system?
Stop managing the same operation across disconnected places
Bring essential information and actions into one workspace and reduce time spent searching, checking and entering data again.
The outcome
- Clearer information for decision makers
- Faster work for the team
- Fewer daily operational errors
- Room for expansion and customization
Havana CRM