Every deal, every account, every quote — one pipeline.
Gyrus CRM replaces the spreadsheet and the sticky notes: pipeline, accounts, quotes, and the orders they turn into — all reading from the same catalogue, stock, and customer record as your warehouse and your books.
Same record as ERP & warehouse Quote → e-invoice, one click EU-hosted
Built around how deals actually move
Every stage is visible, every next step is owned by someone, and nothing sits untouched without a nudge.
- Custom pipelines per team or product line
- Deal scoring and automatic next-step nudges
- Win / loss reasons captured on close, not guessed later
- Multi-currency deals with forecast roll-ups by rep, team, or region
One record per company, not one row per spreadsheet
Every site, every contact, every order they've ever placed, rolled up into a single account with a health score that actually means something.
- Company & contact hierarchy, with multiple sites per account
- Health score built from order recency, value, and open tickets
- Custom fields, tags, and segments — no schema changes needed
- Duplicate detection on import, merge with full audit history
The quote that becomes the order, in one click
Line items, contract pricing, and approval rules live in the quote — converting it creates the order and the compliant e-invoice together.
- Guided quote builder with tiered and contract pricing
- Approval rules above a discount or value threshold
- One click turns a quote into an order — no re-keying into the warehouse or books
- Peppol / ZUGFeRD / EN 16931 e-invoice generated on conversion
- Full version history — see exactly what the customer approved
Every call, email, and note in one thread
Nobody has to ask "did we already talk to them about this" — it's the first thing on the account.
- Calls, emails, meetings, and notes on one unified timeline
- Follow-up reminders that actually fire, with an owner
- @mention a teammate to hand off without losing context
- SLA timers on open tasks, visible before they're late
A front door for the customer, not another inbox for you
Order history, live quote status, and invoices — self-serve, branded to your company, reading from the same record your team sees.
- Self-serve order history and live quote status
- Invoice downloads, anytime, no email request needed
- Reorder a previous order in one click, at contract pricing
- Branded to your company — your domain, your logo
Everything else a real sales operation needs
The parts that don't need a screenshot to explain, but that a spreadsheet never had.
Pipeline & forecast dashboards
Value by stage, by rep, by month — live, not a Friday export.
Rep leaderboards & win-rate trends
Cycle time and win rate by rep, team, and deal size.
Custom report builder
Build and schedule your own reports; export or email on a cadence.
Stage-change automations
Move a deal, and the next task, email, or Slack ping fires itself.
Round-robin lead assignment
New leads route fairly by territory, load, or product line.
Approval workflows
Discounts and non-standard terms route to the right approver first.
Same record as ERP & warehouse
Stock, catalogue, and customer data are shared, not synced.
DATEV & SAP export
Won deals and invoices flow straight into your books.
Webhooks & open API
Every event fires a webhook — build what the CRM doesn't cover yet.
Role-based permissions & SSO
Field- and record-level access; SAML/SSO for larger teams.
Works on any device
Full feature parity on mobile, with offline field-note capture.
EU-hosted, GDPR by design
Frankfurt & Amsterdam, data residency and processing you can point to.
Full product documentation
The setup guide, data model, and API reference — as a downloadable PDF, kept in step with every release.
Gyrus CRM — Product Documentation
Setup & configuration, the data model, permissions, the API, and the quote-to-order flow in detail.