Sales: manage relationships, activities and orders, with full traceability

Askme Sales is Askme’s commercial CRM, built for companies that sell products or services in any sector. It brings records, activities, catalogue, price lists and orders into one place, carrying the relationship from first contact to signed order, with every step fully traceable.

Sales covers contacts and accounts with a 360° view, your field team’s activities and calendar, catalogue and price lists, the full order cycle from draft to fulfilment, email and campaigns, and role-based reporting. One space for commercial relationships and sales data.

Each contact and account has a 360° record: profile, configurable taxonomies, interaction history, multiple addresses and linked documents. Company hierarchies, tax data and privacy consents sit in the same place, so the full client context is always at hand and shared across teams.

Sales manages the product catalogue by family, multiple price lists and commercial terms, and follows the order through its full cycle: draft, approval, shipping, invoicing and payment. A read-only link to your ERP brings in stock levels and invoicing status, with no double entry.

Documents, information and consents tied to the relationship live in one place, in line with GDPR. Through the integration with Askme Sign, orders and contracts move into approval and get signed with full legal value, right inside the sales process.

A configurable workflow engine handles assignments, approvals, notifications, alerts and to-dos, aligned with your hierarchy and policies, cutting manual work. Commercial work becomes smoother and more consistent, without rebuilding existing systems.

Sales organises commercial territories across one or two levels, with assignments and client ownership that stay with the company, not the individual user. Profiles and permissions are hierarchical (read-only, editor, owner) and match your organisation.

Yes. You can email contacts with open and click tracking, use reusable templates, and run campaigns to segments, keeping approved materials in a single document library. Surveys are available too, to gather information from clients.

Sales offers role-based, customisable dashboards with KPIs and analysis across orders and sales, products, clients and field activity. Cascading filters by area, period, product or client apply to every widget, and reports can be built to measure.

Yes. Unlike many other vendors, Askme is built entirely in-house by Lascaux: modules, workflows and integrations are designed and adapted to your needs by the people who make the product, with no dependence on third parties.

Every action on data is logged in a complete audit trail, supporting controls and compliance, and the multi-tenant architecture keeps each organisation’s data, configuration and permissions isolated. Sales inherits Askme’s enterprise security standards, with GDPR consent management and the option to keep data in Italian data centres.

Sales is part of the Askme solution, certified ISO 9001 (quality), ISO 14001 (environment) and ISO/IEC 27001 (information security), and GDPR-compliant. Askme is also qualified on the ACN marketplace, so it can be adopted by public administration with the guarantees of the national cloud.

You can start with Sales as a standalone CRM and expand whenever you want. The value grows with the other modules: with Sign you add order signing and approval, with Desk you handle requests and support, with Chat you turn conversations into contacts.