attendo CRM

The CRM that sees everything that happens with each customer

Customers, opportunities, quotes and contracts on the same platform where your company delivers, serves and supports. For any industry and any size. That is why it knows what you sell, and also what each customer costs you.

Request a demo Talk to sales

Add a customer in seconds
Quotes accepted with one click
AI that scores, you decide

Customer record with tax details, industry, language and contact — The customer record, with its details and everything it has open.

The question nobody answers

Which customer is costing you money?

A standalone CRM knows what you invoiced. It does not know what it cost you. What happens after the sale (deliveries, issues, projects, hours and returns) lives in other programs. And the sales rep walks into the renewal without knowing that this customer uses up more than they pay.

No next step
A forecast nobody can defend

Opportunities with no amount, no date and no next step. The Monday meeting argues over impressions.
Contract expired
Contracts that expire without a call

Nobody gives notice in time, and the customer renews with someone else, or does not renew at all.
Open issue
Sales and operations do not talk

The sales rep sells without knowing the customer has three open issues or a delayed order. Whoever serves the customer does not know what was promised.
Quote expired
Quotes that expire in silence

They go out as PDFs, nobody knows whether they were opened and nobody follows up.

How it works

From the first call to the renewal

The journey of an opportunity and of a renewal, step by step, on the same customer record.

What you win moves to service with its full history

01 A lead comes in From your website, ads or LinkedIn, with nothing copied by hand.

02 marIA qualifies it Fit, urgency and who to assign it to. The sales rep decides.

03 First contact The first email draft waits in the inbox and goes out when the sales rep approves it.

04 Proposal at stage change When the deal moves to proposal, marIA prepares a draft from your quote.

05 The customer accepts They accept the quote from their phone and the signature stays on the opportunity.

06 On to service The order and the first visit come straight from the won opportunity.

Customers

One record per customer, with everything in it

Adding a customer only asks for a name, so nobody skips logging it. Then the record fills itself with what happens: opportunities, orders, contracts, projects, issues, hours and every conversation. Each profile sees the part that concerns them.

Activities in order: calls, emails, WhatsApp and meetings
Backdated notes that turn into an opportunity
Master customer and parent supplier for groups, franchises and chains, up to five levels
Addresses, contacts with job titles, custom fields and tags that lists show and filter
A portal where the customer sees their invoices, orders and delivery notes, their contracts and what is waiting for their signature
Partners that serve your customers on your behalf, with their portfolio and their portal
Import your customer base from Excel or CSV, checked in full before saving

Customer list with code, tax ID, address, created and modified dates and status — The customer list: each one opens its record with everything in progress.

Pipeline

A forecast you can defend

The board totals the amount in each column and groups by sales rep, industry or source. Every opportunity carries an amount, probability, date and competitor, and it cannot be saved without a next action. So none of them stalls without anyone noticing.

Forecast weighted by probability
Loss reason and competitor on every lost opportunity
Won/lost report: losing hurts less when you learn why
Built-in sales cycle, from qualification to handover to operations
Everything sales-related together in the menu: pipeline, leads, prospecting, customer health, drafts to review and metrics, with marketing in its own section
Google Ads, Meta Ads and LinkedIn Ads campaigns with their ROI, calculated from the opportunities won

Opportunity board by stage with the amount in each column and the marIA score on each card — The pipeline by stage, with amounts and the marIA score.

Quotes and documents

From quote to delivery note, without retyping

The quote generates the order and the delivery note with linked lines, partial deliveries included. What is billable goes to your connected ERP, which issues the invoice. Nobody copies a line twice.

Stacked discounts, tax withholding per line, margins and due dates
Versions and optional lines
Catalog with images, variants, bundles and tiered quantity pricing
Quick quote for simple jobs
Several issuing companies, each with its own numbering series and brand
Your documents with your design, drag and drop

Draft sales document with customer, dates, payment terms and lines with discount, tax and an optional-line flag. — A sales document with its terms, its lines and its optional lines.

Closing

Accept with one click. And pay the deposit.

The quote is published as a page with your branding. The customer chooses between options, adjusts quantities and accepts or declines without printing anything. You know when they opened it.

Web quote with options, volume tiers and a secure link that expires
attendo eSign: advanced or qualified e-signature from the record, with timestamping and recurring signers
attendo Pay: collect the deposit on your own payment gateway, without the card going through attendo
Bank transfer with proof of payment, and the deposit is requested only once
In their portal, the customer finds their quotes with their status and validity, without digging up the email

Quote record with its lines, payment terms and status — The quote, ready to go out as a web quote and be signed.

Contracts

No contract lapses because someone forgot

Each contract stores its term, value, SLA and scope, and support and technicians work against it. The renewal is an opportunity with a date, a meeting and tasks. You arrive with the data in front of you, not in the week it expires.

And when the time comes, the next period’s contract comes from the previous one without retyping it. The original stays as it was.

A list of the whole portfolio with what expires in 30, 60 or 90 days, and an alert beforehand to whoever each item specifies
Renew or duplicate: the next contract comes from the previous one with its item, price, supplier, tags and fields
Each contract keeps its files, the signed copy and the annexes, the supplier that services it and who changed what and when
A sales rep with an assigned portfolio only sees and changes their own customers’ contracts
Hour banks that draw down as time is logged and alert you when they run out. The customer sees their balance in their portal

ContractCT-2026-044Renews in 60 days

Annual maintenance · 120 h

Term: Until Dec 31, 2026
Hour bank: 96 of 120 h used
SLA: 4 business hours
Renewal: Opportunity open

Oct 1 · Alert60 days left until renewal
Oct 1 · marIASummarizes the hours used and the year’s tickets
Oct 3 · Sales repRenewal meeting on the calendar

Profitability

What you really earn from each customer

attendo puts what you invoiced through your ERP side by side with what it cost to serve: hours, materials, deliveries, issues and travel, per customer and per contract. And it warns you before a customer leaves: less activity, more issues or lower satisfaction.

Profitability per customer and per contract, counting only the days in force
Churn risk with its warning signs
Satisfaction by business line
Sales metrics on one screen, with the Sales AI tab, and an attendo CRM dashboard you can edit

Customer churn risk report filtered by days of inactivity, with the customers at risk, their active contracts and the value of those contracts. — Churn risk: customers with no activity, with their active contracts and their value.

Who it is for

For any company that has customers

Whether you sell products, services or projects, to businesses or to consumers, in one country or in several: attendo CRM is configured with your stages, your documents and your vocabulary. These are the most common industries, not the only ones.

Industries

Types of business

Companies that sell to other businesses
Manufacturers and distributors with a sales network
Companies that sell projects or professional services
Companies with repeat or subscription customers
Companies with recurring service contracts

Beyond CRM

What a standalone CRM does not include

Need	How attendo covers it
Seeing what happens after the sale	Orders, deliveries, issues, projects and support on the same customer record
Contracts, maintenance agreements or subscriptions	Contract with scope, term, SLA and an hour bank if there is one, with a renewal alert
Quotes with options	Web quote: the customer chooses, adjusts and accepts
Collecting deposits	attendo Pay on your gateway, without the card going through attendo
Signing quotes and contracts	attendo eSign from the record, with advanced or qualified e-signature
Invoice numbering	Set by your connected ERP, which issues the invoice, and synced back on its own
Several companies or brands	Issuing companies with their own series, brand and email addresses
Knowing whether a customer is profitable	Invoiced through your ERP versus real cost, per customer and per contract

marIA in the CRM

Before you call, you already know what hurts

Filters and scores leads

With Sales AI, it discards spam, classifies, scores from 0 to 100 and assigns to the right sales rep. These flows come turned off and are configured during onboarding.
Prepares the sales rep

A summary of the lead, their likely pain point, a SWOT and a proposal, in one panel. When the stage changes, marIA prepares the proposal.
Writes the draft

The reply waits for approval. A person sends it.
Watches customer health

It alerts the account owner when something gets worse.
Prepares prospecting

It gathers companies from several sources, LinkedIn Sales Navigator included, removes duplicates and prepares a different email for each one.
Handles your website

The chatbot qualifies the visitor and hands off to a person when it should.

What it does not do: close deals or write to your customers on its own. Automatic sending exists only for low-scoring leads, only if an administrator turns it on, and it is logged.

AI Autopilot (Multiple AI Agents) · sales example

01 Research marIA · Researches
Prospect LD-2026-0318 Distributor · 3 warehouses
- Industry
- Size
- Interest
Facts ready
02 Qualification marIA · Scores
Qualified Opportunity score 78/100
- Fit · High
- Urgency · Medium
Threshold passed
03 Conversation marIA · Drafts

Qualified First email to the lead Not sent

Draft ready
04 Human review Person

Waiting for you Area sales rep Pending approval

Agents paused

Example. Each column is worked by a marIA micro-agent, which hands the document on to the next one; the last column belongs to a person. Statuses, score weights and the threshold are set in the Autopilot editor.

See the attendo AI

Integrations

With your ERP or without it

With Odoo, attendo sends the quote, and tasks and activities sync both ways. With Business Central, Holded and SAP Business One, customers, items and sales documents flow across. Each connector is validated against your ERP’s test environment. And if you already use a marketing CRM, the two can coexist via API: one captures, the other serves.

See integrations

Honest comparison

Where it fits (and where it does not)

We would rather you know now than at the third meeting.

If you sell…	attendo CRM
With a relationship after the sale: repeat orders, contracts, support or projects	attendo CRMThis is its home turf: it connects the sale with everything that comes after
Products, services or projects, in any industry	attendo CRMIt fits: catalog, quotes with options, e-signature and payment
As a manufacturer or distributor with a partner network	attendo CRMIt fits: master customer, partner portal and catalog
Only through high-volume marketing lead capture, with no relationship with the customer afterwards	attendo CRMA marketing automation tool will suit you better. If a relationship follows, the two can coexist

Detailed comparisons: attendo vs. HubSpot, vs. Salesforce. See all.

The rest of the platform

The rest of the platform, when you need it

Frequently asked questions

Will it work for my industry?

Yes. attendo CRM is configured for any industry, size and country: your sales stages, your document types, your fields and your vocabulary. The industries you see on this site are the most common ones, not the only ones.

Why not a standalone CRM?

Because it cannot see what happens after the deal is signed: deliveries, orders, issues, projects, hours and payments. attendo can, because it is the same system. If you already use a CRM for marketing, the two can coexist.

My sales reps do not enter data. What is different?

Adding a record takes seconds, the next action is mandatory and marIA writes the drafts. Logging takes less effort than not logging.

Does it replace my invoicing?

No. attendo is not an ERP or accounting software: the invoice is issued by your connected ERP, which receives quotes, orders and delivery notes without anyone retyping them. The connector is validated against your test environment.

Is the e-signature on a quote legally valid?

Yes. attendo eSign signs at the advanced or qualified level, with timestamping and evidence. We confirm in writing which signature level covers each case.

Does the AI write to my customers on its own?

Not by default. Drafts wait for approval. Automatic sending exists only for low-scoring leads, if an administrator turns it on, and it is logged.

Can I collect the deposit online?

Yes, with attendo Pay on your own payment gateway. The card never goes through attendo.

Does it alert me to expiring contracts?

Yes. The contract list shows what expires in 30, 60 or 90 days, and each contract item decides who is alerted beforehand. Renewing creates the next period’s contract with the same item, price, supplier and tags.

Can I bring my customer base?

Yes. Customers, contacts, contracts with their supplier, tags, rates and products from Excel or CSV. The file is checked in full before anything is saved and tells you what fails in each row.

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