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, and the AI helper enriches master data from public sources such as the commercial register, industry, headcount and revenue class. Every touchpoint from the first email to contract closing lands in the contact file. All of this is GDPR-compliant, with consents per communication channel and a deletion workflow after the retention period. For B2B leads, the double-opt-in obligation per channel is mapped: you only send marketing emails to contacts with documented consent, and the system warns you otherwise. The tag system and custom fields per contact are freely configurable, for example industry, region, buying stage or 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 colliding with new business. And 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 can be saved 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 an optional note, so you can trace every pipeline step in the audit trail. For stage regressions, say from 'negotiation' back to 'qualified', the history remains, so you recognise which deals are wobbling. And bulk processing of multiple cards, whether you change the owner, set a tag or adjust the probability, runs through the bulk tool without an Excel export.

Quotes are created from templates with positions, discounts and payment terms. The AI helper suggests text and prices based on past quotes, looking at the same customer, similar industries and comparable deal sizes. Every change is versioned, and 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. The approval workflow for large orders or special discounts runs automatically: the sales rep requests, the sales manager approves, and the CEO checks discounts above the threshold. Multilingual quotes for international customers come 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 such as 'confirm appointment', 'follow up on quote', 'engage second stakeholder' or 'offer pricing variant'. It is Qwen3-based, self-hosted in the EU, and learns from your past sales behaviour without data outflow. Risk-of-slip flags mark deals that are stalling, and the AI helper summarises what's wrong and suggests a concrete action. In the weekly review you see a top-3 list of the deals that 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: a project in the projects module with budget and phases, the customer master in the finance module with tax ID and bank details, and a contract in the contracts module with term and notice period. You don't type data twice, and every handover is audited. For lost opportunities, the AI helper captures the lost reason in a structured way, whether it was price, features, timing or a 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, so a renewal runs as an addendum and a 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, so 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 you get a notification 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 go out to prospects, and the AI helper suggests free slots from your calendar. Email templates with placeholders for personal addressing reduce the typing effort for routine mails. There is even an automatic cadence for cold outreach with three touchpoints in ten days, without you having to remember every single step.