Mid-cap industrial group, 80 sales reps
Before
Pipeline split across 3 regional CRMs, forecasts at ±25%.
Implementation
6-week migration, SOLVIX scoring enabled on every account.
Result
Forecast accuracy raised to ±5%, DSO down 18 days.
← Sales
SOLVIX module
CRM & Sales
From prospect to payment, on one platform.
A next-generation B2B CRM that runs the entire commercial cycle: leads, opportunities, quotes, contracts, recurring billing, subscriptions and online payments, with a solvency score built into every account.
SOLVIX · Sales
+32%
Sales cycle shortened
+21%
Conversion rate
−45%
Average DSO
Local configuration
SOLVIX adapts pricing, taxes and accounting standards for CRM & Sales. Current: GB · GBP.
Region & currency
Why CRM & Sales exists
The problem we solve
Sales teams juggle CRM, quotes, contracts, billing and dunning, with zero visibility into their prospects' actual solvency. The result: long cycles, avoidable bad debt, and decisions made in the dark.
Pipeline scattered across Excel, CRM, email and shared spreadsheets
Quotes and contracts produced outside the system, no audit trail
No visibility into the actual solvency of qualified prospects
Systematic double-entry between sales, finance and legal
Revenue forecasts based on subjective estimates
The SOLVIX solution
A B2B CRM that knows who you're selling to
SOLVIX CRM unifies prospecting, quotes, contracts, recurring billing and collection, with the native solvency score on every counterparty. You no longer sell blind.
A single customer record shared by sales, finance and legal
Real-time SOLVIX score on every opportunity and quote
End-to-end workflow: lead → quote → signature → invoice → payment
How it works
5 steps, turnkey
1
Activation
Activate CRM & Sales in minutes from your SOLVIX console.
2
Configuration
Pick country, currency, standard and business rules, guided wizard.
3
Data connection
Import your existing data or connect your systems via API.
4
Execution
Teams use the module daily, AI assists at every step.
5
Steering
Real-time dashboards, smart alerts, full audit trail.
Key features
Everything CRM & Sales brings
Visual pipeline
Custom kanban, revenue forecasts, conversion rates by stage.
Smart quotes
AI-assisted generation, e-signatures, one-click conversion to invoice.
Recurring billing
Subscriptions, MRR, ARR, dunning and failed-payment recovery.
Native solvency
Every prospect arrives with their SOLVIX score, you know who you're selling to.
Problems solved
Problem → SOLVIX Solution → Result
Problem
Without a dedicated solution: visual pipeline is difficult and time-consuming.
SOLVIX Solution
CRM & Sales: Custom kanban, revenue forecasts, conversion rates by stage.
Result
Industrialised process, guaranteed compliance, teams freed up.
Problem
Without a dedicated solution: smart quotes is difficult and time-consuming.
SOLVIX Solution
CRM & Sales: AI-assisted generation, e-signatures, one-click conversion to invoice.
Result
Industrialised process, guaranteed compliance, teams freed up.
Problem
Without a dedicated solution: recurring billing is difficult and time-consuming.
SOLVIX Solution
CRM & Sales: Subscriptions, MRR, ARR, dunning and failed-payment recovery.
Result
Industrialised process, guaranteed compliance, teams freed up.
Problem
Without a dedicated solution: native solvency is difficult and time-consuming.
SOLVIX Solution
CRM & Sales: Every prospect arrives with their SOLVIX score, you know who you're selling to.
Result
Industrialised process, guaranteed compliance, teams freed up.
Business benefits
Measured impact on your organisation
Productivity
+40%
Native automation that removes manual data entry.
Operating costs
−35%
Consolidated stack, fewer vendors, faster processes.
Risk
−60%
Embedded controls, full audit trail, native compliance.
Growth
+25%
Data-driven decisions, faster execution, easier expansion.
Governance
100%
A single source of truth for your committees and auditors.
Customer experience
+30%
Smooth onboarding, contextual support, unified communication.
For whom
CRM & Sales serves every demanding organisation
Growing SMEs
Structure fast without bloating the organisation.
Large enterprises
Unify processes at international scale.
Multinational groups
Consolidate standards, currencies and entities.
Financial institutions
Meet regulatory requirements with no friction.
Public administrations
Industrialise public management with full auditability.
Startups
Go pro from day one, scale without rewriting everything.
Use cases
Before SOLVIX · Implementation · Results
B2B consulting firm
Before
Word quotes, Excel invoices, manual reminders every Friday.
Implementation
Pipeline + online signed quotes + recurring billing activated.
Result
Sales cycle shortened by 32%, collections up 21% in 6 months.
SOLVIX ecosystem
CRM & Sales talks natively with the whole platform
No connector. No syncing. No double entry. One database.
Accounting
Multi-standard. Multi-entity. Multi-currency.
Treasury
Real-time cash visibility across every bank.
Tax
One tax engine. Every country.
Procurement
From need to payment, under control.
Solvency
The SOLVIX score. On every counterparty.
Debt Registry
Publish, prove, recover.
Collections
Amicable, structured, legal, orchestrated.
KYC / KYB
Know your customer. For real.
Key figures
Average impact measured at our clients
+32%
Sales cycle shortened
+21%
Conversion rate
−45%
Average DSO
+38%
Sales productivity
Testimonials
What leaders who switched are saying
« For the first time, our reps know whether a prospect is solvent before the first meeting. »
Sophie Marquand
VP Sales · Helvex Industries
« A quote becomes an invoice in one click. Our quote-to-cash cycle dropped from 28 to 9 days. »
David Owolabi
Sales Director · Atlas Technologies