Sales without Excel pipelines and without CRM Babylon

Maintain leads, contacts and companies with addresses, contact persons and complete history. The system recognises duplicates automatically and suggests merges, the AI helper enriches master data from public sources — commercial register, industry, headcount, revenue class. Every touchpoint from the first email to contract closing lands in the contact file. GDPR-compliant with consents per communication channel and deletion workflow after retention period. For B2B leads, the double-opt-in obligation per channel is mapped — you only send marketing emails to contacts with documented consent, otherwise the system warns. Tag system and custom fields per contact are freely configurable — industry, region, buying stage, competitive situation. Lead scoring is calculated automatically from your criteria, so your sales team doesn't chase every lead. Existing customers are separated from new customers via account status, so your customer success team runs its own pipelines without collisions with new business. For group structures with parent and subsidiary companies you link accounts hierarchically.

See your opportunities in a Kanban pipeline with configurable stages — from 'qualified' through 'quote sent' and 'negotiation' to 'won' or 'lost'. When you drag a card between stages, the system updates probability, forecast and activities automatically. Per stage you define mandatory fields and required actions so nothing gets forgotten — for example 'decision-maker identified' before 'quote sent'. Filters by sales rep, region, industry or deal size you save as a personal view, so your weekly review always has the same basis. Multiple pipelines in parallel are possible — one for new business, one for existing-customer upselling, one for partner deals. Stage transitions are documented with date, editor and optional note, so in the audit trail you can trace every pipeline step. For stage regressions (from 'negotiation' back to 'qualified') the history remains, so you recognise which deals are wobbling. Bulk processing of multiple cards — change owner, set tag, adjust probability — runs through the bulk tool without Excel export.

Quotes are created from templates with positions, discounts and payment terms. The AI helper suggests text and prices based on past quotes — same customer, similar industry, comparable deal size. Every change is versioned, the customer signs eIDAS-compliant directly in the portal with a qualified electronic signature (QES) for legally binding signatures. Accepted quotes land automatically in the contracts module and the finance module for billing. Per quote you track views and reading time at the customer, so you know which positions were interesting and when to follow up. Approval workflow for large orders or special discounts runs automatically — sales rep requests, sales manager approves, CEO checks for discounts above threshold. Multilingual quotes for international customers with automatic currency conversion.

From your pipeline, your win rate and your sales cycles, the AI helper calculates a revenue forecast for the next month and quarter — weighted by stage probability, deal size and historical patterns. Per opportunity it suggests next steps — 'confirm appointment', 'follow up on quote', 'engage second stakeholder', 'offer pricing variant'. Mistral-based, EU-hosted, learns from your past sales behaviour without data outflow. Risk-of-slip flags mark deals that are stalling — the AI helper summarises what's wrong and suggests a concrete action. In the weekly review you see a top-3 list 'these deals need attention today'. Monte Carlo simulations show quarterly forecasts with 80% and 95% confidence intervals, so your board communication stands on solid ground instead of gut feeling.

Stage 'won' creates the follow-up order automatically — project in the projects module with budget and phases, customer master in the finance module with tax ID and bank details, contract in the contracts module with term and notice period. You don't type data twice, every handover is audited. For lost opportunities, the AI helper captures the lost reason structured — price, features, timing, competitor — and gives you win-loss reports at the press of a button. With this you recognise whether you systematically lose deals due to pricing or features, and steer accordingly. For existing-customer upselling, the system synchronises with the existing project — renewal runs as an addendum, new phase as an extension. Reminders for 'lost reason resolved' come automatically — when a lead was lost due to timing, DARION-AI reminds you after six months.

Outlook and Microsoft 365 are directly connected — incoming and outgoing mails to contacts land automatically in the file, without you having to remember BCC addresses. Appointments, calls and tasks are tracked per opportunity. You see at a glance when the last touchpoint was, and get notifications when a lead hasn't heard from you for 14 days. Calls via Microsoft Teams or the phone system are captured with duration and note. Appointment booking links from the CRM you send to prospects — the AI helper suggests free slots from your calendar. Email templates with placeholders for personal addressing reduce typing effort for routine mails. Automatic cadence for cold outreach with three touchpoints in ten days, without you being reminded of every step.