Manage opportunities, sales stages, margin analysis, recurring revenue, contracts, scheduled invoicing, scheduled purchases, cash-flow visibility, approval workflows and customer service processes within one structured environment.
Customer relationships extend beyond contacts and opportunities. They also include contracts, recurring revenue, billing periods, supplier costs, payment terms, customer assets, service entitlements, projects and ongoing support obligations.
Jaggle.CRM brings these connected processes together around one customer record, helping sales, operations, finance and service teams work with shared information, clear responsibilities and consistent operational visibility.
Jaggle.CRM connects the complete commercial process, from the creation of an opportunity to contract execution, scheduled invoicing and ongoing customer support.
Sales teams can record opportunities, define sales stages, monitor probability of success, forecast expected revenue, manage next steps and create tasks and reminders. Margin analysis connects expected revenue with costs, supplier requirements and recurring revenue models, giving teams visibility into the commercial value of each opportunity.
When an opportunity is marked as Closed Won, Jaggle.CRM can activate the next operational steps, including scheduled invoicing, scheduled purchases, cash-flow forecasts, projects and service obligations.
This creates continuity between what was agreed with the customer, what needs to be invoiced and what needs to be supported throughout the relationship.
Record and manage opportunities throughout the sales process. Define sales stages, monitor probability of success, forecast expected revenue and manage next steps, tasks, meetings, demonstrations and follow-up reminders.
Connect expected revenue with the related costs of each opportunity or revenue stream. Manage subscription and recurring revenue models, include supplier-related costs and calculate expected profitability based on the commercial structure of each agreement.
Manage customer and supplier contracts, technical support agreements, billing periods, renewal dates, price adjustments and commercial terms. Connect each contract with the relevant customer, opportunity, project, subscription and service entitlement.
Create future invoicing schedules based on accepted offers, contracts, recurring revenue, subscriptions, maintenance agreements and defined billing periods. Connect planned invoicing with scheduled purchases, payment terms and expected cash movements. Maintain a connected view of expected collections and planned payments. Monitor invoicing schedules, customer payment terms, supplier costs, purchases and contract-related activities to support cash-flow forecasting and payment visibility.
Configure role-based and multi-level approval workflows for commercial offers, discounts, expenses, purchases, invoicing schedules and customer-specific requests. Maintain a clear audit trail of approvals, actions and changes.
Use Jaggle.Service to manage customer cases, incidents, questions, feature requests and service requests through structured workflows. Monitor priorities, status, ownership, actions and Service Level Agreement milestones while consolidating ticket-related communication in one place.
Connect customer assets with accounts, contracts, subscriptions, service entitlements and support cases. Maintain visibility into installed systems, licences, devices, supported applications, versions and customer-specific configurations.
Record and manage opportunities throughout the sales process. Define sales stages, monitor probability of success, forecast expected revenue and manage next steps, tasks, meetings, demonstrations and follow-up reminders.
Connect expected revenue with the related costs of each opportunity or revenue stream. Manage subscription and recurring revenue models, include supplier-related costs and calculate expected profitability based on the commercial structure of each agreement.
Manage customer and supplier contracts, technical support agreements, billing periods, renewal dates, price adjustments and commercial terms. Connect each contract with the relevant customer, opportunity, project, subscription and service entitlement.
Create future invoicing schedules based on accepted offers, contracts, recurring revenue, subscriptions, maintenance agreements and defined billing periods. Connect planned invoicing with scheduled purchases, payment terms and expected cash movements. Maintain a connected view of expected collections and planned payments. Monitor invoicing schedules, customer payment terms, supplier costs, purchases and contract-related activities to support cash-flow forecasting and payment visibility.
Configure role-based and multi-level approval workflows for commercial offers, discounts, expenses, purchases, invoicing schedules and customer-specific requests. Maintain a clear audit trail of approvals, actions and changes.
Use Jaggle.Service to manage customer cases, incidents, questions, feature requests and service requests through structured workflows. Monitor priorities, status, ownership, actions and Service Level Agreement milestones while consolidating ticket-related communication in one place.
Connect customer assets with accounts, contracts, subscriptions, service entitlements and support cases. Maintain visibility into installed systems, licences, devices, supported applications, versions and customer-specific configurations.
Jaggle.CRM is part of the Jaggle.Apps family and is built on the Jaggle.eu Low-code application generation platform.
Its data models, forms, workflows, approval paths, roles and business rules can be adapted to the operational processes of each organization. It can also connect with existing systems, bringing customer, commercial and service information into one governed environment.
Organizations can begin with the capabilities they currently need and extend the environment as their requirements evolve.
Comsys can also provide customer-specific configurations, integrations and bespoke software development within the same connected environment.
Jaggle.CRM is designed for sales teams, commercial directors, account managers, operations managers, service managers, finance teams and Information Technology teams.
It is relevant for organizations where customer relationships involve complex sales cycles, recurring revenue, margin requirements, contracts, billing periods, supplier dependencies, approval processes, customer assets and ongoing service obligations.
It is especially suitable for organizations that need a cost-effective and adaptable CRM and Service Desk environment aligned with their operational processes, without the complexity and rigidity of oversized CRM implementations.
Bring opportunities, contracts, invoicing, cash-flow visibility and customer service into one structured environment.
