A simple CRM to better manage your clients
Build strong relationships with your clients thanks to a fast, powerful, and 100% mobile CRM.
Client profiles
Keep your client records up to date with complete and current profiles.
Sales reports by customer
Check the purchasing preferences and behavior of each of your clients.
Notify past-due customers
Efficiently manage outstanding payments and avoid losses due to non-payment.
Lead management
Record your business opportunities, contacts, and potential leads in detail.
Special prices
Adjust prices according to the needs of your business and your clients.
Expert team
You’ll have a team of professionals to help you by phone, chat, or email.
A CRM by your clients’ side
Manage your clients from any device, with always up-to-date profiles and all the information in one place.
Communicate with your clients in one click thanks to bulk email sending and customizable mailing templates.
Keep your clients informed with push notifications for events, meetings, or important notices.
Track purchases, equipment, and maintenance with full traceability and access from the client portal and your online store.
Reduce late payments by notifying indebted clients immediately.
Automate appointments, events and tasks
Record all your contacts, notes, and potential clients, and access all their reports. Use templates to improve communication and streamline your sales activity: convert quotes into orders, manage deliveries with signature, and much more.
Your fully integrated online store
Publish and update your entire product catalog. An online store perfectly synchronized with your management software and optimized to rank on major search engines.
Build customer loyalty and attract new ones
CRM on Android and iOS
With the STEL Order app, work wherever you are and manage your clients’ sales processes, meetings, contacts, and their location on Google Maps directly from your mobile.
Connect
Boost your business with our email marketing feature and send emails to all your clients to increase your company’s sales. Create your own templates and collect customer feedback.
Calendar
CRM with an integrated online calendar. Get full control of all your calendars and receive notifications for your tasks, events, or meetings via email or push notifications on your mobile.
Client Hub
Your clients will have access to their own area, where they can view the documents you choose and access your product catalog.
Customer assets
Register equipment in the system and link it to specific customers. Record all services performed: installations, maintenance, inspections, breakdowns, issues, repairs…
Premium Customer Service
The reason they choose STEL Order
María José Blasco
“Technical support is very efficient, attentive, and solution-oriented. An invaluable help. 100% recommended.”
With over 3,251 real reviews on Google Play and the App Store
Expert Support Team
Telephone assistance
Chat with real people
Personalized experience
Trouble ticket service 7 days a week.
Frequently Asked Questions about our CRM function
STEL Order’s CRM provides end-to-end customer relationship management, including customer files with information updated in real-time, sales reports by customer, past-due notices, lead and sales cycle management, special prices, and multiple price lists.
Our CRM helps you to manage the sales process from any device on our mobile app while on the go, which streamlines dispatching, improves meeting and event scheduling, and provides a single location to access points of contact and customer addresses. It also offers email marketing and customer feedback tools that will drive more and better sales leads and help improve customer service.
The Client Hub is an integrated online platform where customers can access sales documents and create job requests. Client Hub improves interaction with users by allowing you to automatically apply the special prices configured in your STEL Order. Also, users can access a full history of their documents created in STEL.
The STEL Order Client Hub is accessible through STEL Shop, so your customers can place orders, view invoices and their full history of transactions. This includes any price lists or discounts related to their accounts in the system.
Manage and search for specific customers in STEL Order using the filters in the Customer list and the search bar in the heading. These filters include customer categories, price lists, assigned employees, and other criteria for more detailed searches.
The following information can be recorded in a customer file: telephone numbers, emails, billing address, payment terms and pricing information, special prices, additional addresses, bank account information, points of contact, assets, attachments, outstanding balance, and a record of all documents related to the customer.
