# CRM for sales teams: every chat on the card | Corex360 > Corex360 for sales teams: WhatsApp, Instagram, email and calls on one customer card; the price question becomes an opportunity, the quote a contract. Source: https://www.corex360.com/en/solutions/sales-teams Last updated: 2026-09-29 --- [Home](https://www.corex360.com/en) [Solutions](https://www.corex360.com/en/solutions) Sales team CRM for sales teams # In a CRM for sales teams, every conversation, every quote on the card. A CRM (customer relationship management) for sales teams is a tool that gathers a salesperson's customer conversations, quotes and follow-ups on one customer card. In Corex360, WhatsApp, Instagram, email and calls link to the same card; the price question becomes an opportunity, the opportunity a quote, the quote a contract, on the same card. If no reply comes, X AI reminds; you look after the sale. [Request a demo](https://www.corex360.com/en/contact?konu=crm#form)Follow the day Short answer A price question becomes an opportunity, then a quote, then a contract on the same customer card; the conversation does not stay on a salesperson's phone. - 08:30 Inbox - 10:00 Opportunity - 11:30 Quote - 14:00 Visit - 16:00 Follow-up - 18:00 Close A salesperson's day · illustrative ## From the morning inbox to the evening close. This salesperson's day is a scenario; the times and records are examples. The flow follows how Corex360 works for sales: the channel lands on the card, the card turns into a quote, the assistant follows up, the salesperson sells. The day starts with overnight messages; the price question becomes an opportunity and a quote, the customer card goes with you on the visit, the unanswered quote is flagged, and the day closes with a list. 08:30 Inbox ### Overnight messages, in one inbox. The one asking a price on WhatsApp and the one requesting a catalogue on Instagram are in the same list. The email from the one waiting for a quote has been read by X AI and filed on their card. Each is tied to its own customer card, with its history on the card. You do not dig through your phone. **Inbox** illustrative - WhatsApp **Price question · card open** - Instagram **Catalogue request · new customer** - Web chat **Awaiting quote · second contact** X AI · The Assigned to me filter lists the conversations assigned to you. 10:00 Opportunity ### The price question becomes an opportunity. The customer wrote what they want; you opened the opportunity from the card. Product, quantity and expected date are on the card; the earlier conversation and any old contract sit right below. At month end you do not search Excel for how many opportunities there were; the list is already in Corex360. ![A salesperson meeting a customer at a table in a bright showroom, seen from behind] 11:30 Quote ### The quote draft is ready, approval one step away. The quote opened in the Quotes tab of the customer card; the earlier conversation and the price question sat on the same card. No Word file, no version confusion, no 'which one was the latest'. ![A printed quote in an open grey folder with a fountain pen, a phone face down beside it] 14:00 Visit ### The customer card goes with you. During the visit the customer asked about last month's conversation; you looked at the card in the app and answered. You entered the meeting note and the photo right there; you did not go back to the office to write a report. The visit took its place on the card's timeline. **Customer card** illustrative - Last contact **WhatsApp · price question** - Opportunity **Quote sent · awaiting reply** - Note **Add Note · today** - Contract **Previous term · in Drive** X AI · The timeline is on the card; whoever takes over continues from there. 16:00 Follow-up ### The assistant reminds you of the quote without a reply. The quote sent last week got no reply; X AI put it at the top of your list today, and a polite reminder went out on WhatsApp with your approval. When the reply came, the conversation landed on the same card. No quote disappears because it was forgotten. **Today's follow-up** illustrative - Quote **No reply · reminder sent** - Contract **Start and end dates on the card** - Unanswered **Instagram message · assigned to you** - Meeting **Note on the card · Meetings tab** X AI · The list comes from the rule; you close it in order. 18:00 Close ### The day closes with a list, not with memory. Today's new opportunity, the quote that went out, the contract that closed and the follow-up left for tomorrow, on one screen. Your manager will see the same list in the morning briefing; you will write a report to nobody. You leave the phone on the desk and go. ![A tidy sales desk in evening light; the salesperson walking toward the door] Why it is possible ## Every channel on one card. Sales gets scattered by channel: WhatsApp on the salesperson's phone, Instagram in another app, the quote in Word, the contract in a folder, the call at the switchboard. In Corex360 messages, calls and email link to the same customer card, so the last contact date is clear; every conversation has an owner, and X AI reminds about follow-up. The salesperson follows the customer, not the channel. WhatsApp Instagram Email PBX Customer Opportunity Quote Contract Corex Drive Reminder Visit Approval ![Corex360] intelligence Rule ## How does sales follow-up run on a rule? [Corex360's assistant X AI](https://www.corex360.com/en/x-ai) follows rule-bound work; when a rule breaks it opens a task and assigns an owner. When the salesperson changes, the quote follow-up rule and the contract dates stay in place. For example, if a quote is sent and no reply comes, a reminder and a task open; if the owner has not replied to an incoming message, the conversation stays on their list. **Quote follow-up** - What happened Quote sent - What is missing No reply - Follow-up Reminder + task **Unanswered message** - What happened Message received - What is missing Owner has not replied - Follow-up On the owner's list We thought in your place ## If we were the salesperson, what would we want? The list holds sentences you know from your own phone; opposite each is what Corex360 does today. Seeing the customer in one place whichever channel they write from, being reminded of the unanswered quote, having the history at hand on a visit, writing no report in the evening, and not losing a departing colleague's customers are among them. ![A salesperson meeting a customer in a showroom, seen from behind] - I would want ### See the customer in one place whichever channel they write from. **Corex360** WhatsApp, Instagram, and web chat share one inbox in the Messaging window; messages, calls, and email link to the same customer card. - I would want ### Prepare and send the quote in minutes. **Corex360** The quote sits in the Quotes tab of the customer card. - I would want ### Someone should tell me which quote got no reply. **Corex360** The quote follow-up rule puts the unanswered quote at the top of your list; the reminder goes with your approval. - I would want ### Hold the customer's history in my hand during the visit. **Corex360** The card, the timeline and the contract sit on one record; before the visit, the customer's history is on one screen. - I would want ### No report writing in the evening. **Corex360** The day gathers itself from the cards; your manager sees it in the morning briefing. - I would want ### When a colleague leaves, their customers should not disappear. **Corex360** Conversation, quote and contract stay on the card; whoever takes over continues from there. The story stays with the company, not the person. ## Try it with your own customer. We build the demo with your WhatsApp number, your customer card and your quote. In the call you watch a price question turn into an opportunity and the opportunity into a quote on the same card, and an unanswered quote being flagged, using an example from your own customers. You can reach us through the demo form, WhatsApp or phone; if you have a question, write to us directly. [Request a demo](https://www.corex360.com/en/contact?konu=crm#form)[WhatsApp](https://wa.me/905321323288)[+90 532 132 32 88](tel:+905321323288) Corex360 modules ## Which modules work on the salesperson's desk? The modules on the salesperson's desk are parts of the same core; each card shows the hour of the day it steps in. Messaging gathers WhatsApp, Instagram and web chats in one inbox, and Email and PBX bring company email and call history to the card. The CRM (customer relationship management) holds the customer, opportunity, quote and contract; X AI reminds and assigns, and [Corex Drive](https://www.corex360.com/en/modules/corex-drive) ties quotes and signed contracts to the record. Messaging WhatsApp, Instagram and web chats in one inbox. 08:30Email and PBX Corporate email and call history on the card. 08:30CRM Customer, contact, opportunity, quote, contract. 10:00X AI Quote drafts, reminders, assignment. 11:30Corex Drive Quotes and signed contracts tied to the record. 11:30Mobile app Card, notes and photos from the field. 14:00Intelligence core Recognises the same person, brings the unanswered forward. 16:00Corex360 Security Who saw what, on record. 18:00 FAQ ## What sales teams ask. The questions a sales team researches when looking for a CRM, and Corex360's answers. ** 01 Does our WhatsApp number connect to the CRM? ** Yes, your WhatsApp line connects to Corex360 as a channel; how it is connected is settled at setup, based on how your number is used today. Incoming conversations land on the customer card, are assigned an owner, and stay on record. ** 03 Where is a quote prepared in Corex360? ** In Corex360 a quote sits in the Quotes tab of the customer card. What belongs in a quote is covered in [a quote flow that holds](https://www.corex360.com/en/blog/how-to-prepare-a-quote). ** 05 What happens to customer data when a salesperson leaves? ** In Corex360 the conversation, opportunity, quote and contract sit on the customer card, that is with the company, not on the salesperson's phone. When the rep assigned to the card changes, whoever takes over sees recent opportunities and activities on the Overview. Access is role-based and logged. What the successor should find on the card is explained in [how to track customers](https://www.corex360.com/en/blog/customer-tracking); [how the customer card is used over a working day](https://www.corex360.com/en/solutions/customer-tracking-software) is explained on its own page. ** 07 Are PBX calls recorded on the customer card? ** Yes. With Corex360 PBX, calls are made from the browser and the history of incoming and outgoing calls sits on the customer card of the calling number. ** 02 Do Instagram messages land in the CRM too? ** Yes. The Corex360 Messaging window gathers WhatsApp, Instagram, and web chat in one inbox. A conversation can be turned into an opportunity and carries its number as a badge; messages, calls, and email link to the same person's card. ** 04 Who follows up a quote that gets no reply? ** In Corex360 quote follow-up is a rule: if a quote is sent and no reply comes, X AI puts it on the salesperson's list and proposes a reminder. The salesperson approves and the reminder goes; the reply lands on the same card. The questions to ask when choosing a tool are in [criteria for quote follow-up](https://www.corex360.com/en/blog/how-to-choose-quote-tracking-software); [following a quote from sending to reply](https://www.corex360.com/en/solutions/quote-tracking-software) is explained on its own page. ** 06 Can I see the customer card from my phone in the field? ** Yes. In the Corex360 iOS and Android app the customer card, the timeline, the quote and the contract go with you. Visit notes and photos are entered in the app and written on the card; no report to write in the evening. The showroom flow from visit to quote and fitting is on the [showroom sales](https://www.corex360.com/en/industries/showroom-retail) page. ** 08 How does the manager see the team's sales? ** In Corex360 the manager sees new opportunities, quotes sent, those left unanswered and contracts about to end in the morning briefing. No report is asked of the salesperson; the list gathered from the cards comes to the manager. ## Read more on this - [a quote flow that holds](https://www.corex360.com/en/blog/how-to-prepare-a-quote) - [criteria for quote follow-up](https://www.corex360.com/en/blog/how-to-choose-quote-tracking-software) - [how to track customers](https://www.corex360.com/en/blog/customer-tracking) - [What is CRM? What an SME sales team expects from it](https://www.corex360.com/en/blog/what-is-crm) - [Is the account card the same as the customer card](https://www.corex360.com/en/blog/account-card-vs-customer-card) - [How to track sales: from opportunity to quote, and from quote to contract](https://www.corex360.com/en/blog/how-to-track-sales) - [CRM data migration: exporting, mapping fields, and running both systems for a while](https://www.corex360.com/en/blog/switching-crm-moving-your-data) - [Corex360 modules: what each module does](https://www.corex360.com/en/modules) - [Who builds Corex360](https://www.corex360.com/en/about) Related articles ## Keep reading. [Back to the blog](https://www.corex360.com/en/blog) [CRM CRM data migration: exporting, mapping fields, and running both systems for a while Moving data when switching CRM is the work of getting the old system's records out in full and placing them in the right fields of the new one. The period when both systems run side by side is part of that work too. Date 24 September 2026 Read the article](https://www.corex360.com/en/blog/switching-crm-moving-your-data)[CRM How to track sales: from opportunity to quote, and from quote to contract Sales tracking means keeping each opportunity's source, stage, and next step on record so that no customer is left without an answer. It runs on the opportunity card and in a weekly review. Date 24 September 2026 Read the article](https://www.corex360.com/en/blog/how-to-track-sales)[CRM CRM migration checklist: moving from Excel step by step A CRM migration checklist is a list that writes down in advance how the Excel customer list is cleaned, how columns map to fields, how phone and date formats are unified, how the team is prepared, and when the old file closes. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/crm-migration-checklist)[CRM What drives CRM cost: the decisions behind the price table CRM cost is the sum of users, module scope, hosting, data migration, integrations, setup, and training. Without quoting figures: those items, and what to ask a vendor when you get a quote. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-drives-crm-cost)[CRM What is CRM? What an SME sales team expects from it CRM is the software that keeps the customer relationship on one record. A day in an SME sales team shows how that record works, from the customer card to quote follow-up. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-is-crm)[CRM How to choose a CRM: cloud, own server, one core Choosing a CRM is a decision that starts from where you lose customers, not from a feature list. Whether the data lives in the cloud or on your own server, and whether the modules share one customer record, shape the choice. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/how-to-choose-crm) Other solutions ## Which desk is yours? Corex360 solution pages come in two groups. Pages by role follow a working day of the manager, the sales team, the field team, accounting and HR, customer service, the project manager and the architecture practice. Pages by need take one job each: customer tracking, [quote tracking](https://www.corex360.com/en/blog/quote-follow-up), leave tracking, unifying channels, handing follow-up to the assistant, measuring the team, or the hosting decision. All of them run on the same Corex360 core. [Manager One list in the morning, one screen all day. Corex360 for the manager: pending approvals, risks, team pulse and field status in one briefing every morning. Read the story](https://www.corex360.com/en/solutions/managers)[Field and operations The field is on the road, the record is at the centre. Corex360 for field and operations: vehicle tracking, projects and the customer record on the same core. Read the story](https://www.corex360.com/en/solutions/field-operations)[Accounting and HR Leave, attendance, on one record. Corex360 for accounting and HR: clock-ins land on the staff card; leave, advance and overtime requests run through an approval flow, and the approval is logged. Read the story](https://www.corex360.com/en/solutions/accounting-hr)[Unify channels Three channels, one card, one person. The same customer writes on Instagram in the morning, sends a photo on WhatsApp at noon, calls the office line in the evening. Read the story](https://www.corex360.com/en/solutions/unify-channels)[Hand it to the assistant X AI does the follow-up, you make the decision. X AI is the artificial-intelligence assistant inside Corex360. Read the story](https://www.corex360.com/en/solutions/hand-it-to-the-assistant)[Measure the team fairly The score comes from the work, the effort becomes visible. If the one who arrives early but does not finish and the one who arrives late but closes the job sit in the same table, the measure is wrong. Read the story](https://www.corex360.com/en/solutions/measure-the-team-fairly)