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Konis Software
Customer Relationship Management

Sales, conversations and quotes in one customer record

NG CRM is a standalone member of the NG family for teams that sell and look after customer relationships. Inquiries from email, Viber and website chat land in a shared inbox, turn into leads and deals, and the quote is calculated by the server and sent as a link the customer can accept without an account. After the sale, tickets and a customer portal carry the relationship forward. NG Copilot proposes changes and writes them only after a user confirms. NG CRM is commercially available, in the cloud or on your own server.

  • Commercially available
  • Leads, pipeline and forecast
  • Quotes accepted through a link
  • Email · Viber (Mailbook) · chat
  • Tickets and customer portal
  • NG Copilot with confirmation
Book a demoProduct site:ng-crm.app
  1. 01
    Input
    • EmailIMAP/SMTP mailboxes
    • Viberthrough a Mailbook account
    • Website chatAI bot, handover to a person
    • Import from another CRMCSV/XLSX with a file check
  2. 02
    Core
    NG CRMAVAILABLE
    FROM INQUIRY TO QUOTE
    • Inbox and deadlines
    • Leads and pipeline
    • Quote via link
    • Support and portal
    ↑ NG Copilotwrites only on user confirmation
  3. 03
    Outcome
    • Accepted quotecustomer decides, no account
    • Webhook to your systemHMAC-signed
    • Dashboards and forecastby working days
    • Ticket and portalsupport after the sale
Support brings the customer back
What it is

A CRM that stays a CRM

Sales teams rarely lose business for want of another module. They lose it to a conversation stuck in someone's mailbox and a quote worked out in a spreadsheet. NG CRM keeps the inquiry, the deal, the quote and the support case on one customer, and does not try to be accounting or a warehouse.

On the sales side, a lead gets a tax ID checksum check, duplicate detection and a score from 0 to 100, and a deal moves through stages with required fields. The server works out price, discount and VAT; the PDF carries the letterhead of the legal entity, and the customer accepts, declines or asks for a change through a link, with no account needed. Forecasts and targets follow working days, holidays included.

Communication runs through one inbox: email over IMAP/SMTP, Viber through the company's Mailbook account, and website chat with an AI bot that hands over to a person. Segments and campaigns by email and Viber respect per-channel consent and unsubscribes, and support has tickets, boards and a customer portal. NG Copilot answers from your data and labels its source, while sensitive actions are approved by a second person.

NG CRM grew from the same technology base as NG One, but it runs on its own and does not depend on it; integration with NG One is not part of the offer. It connects to your business system through a public REST API and signed webhooks. A detailed description of every area, with status and limits, is on ng-crm.app.

Customer Relationship Management (CRM)

  • Leads with tax ID check, scoring and duplicate detection
  • Stage-based pipeline, forecast and working-day targets
  • Quotes with discount rules, NBS exchange rate and link acceptance
  • Inbox: email, Viber through Mailbook and website chat
  • Segments and campaigns with per-channel consent and unsubscribe
  • Tickets, support boards and a customer portal
  • Word templates to PDF and DOCX, dashboards, reports and a mobile PWA
  • NG Copilot, a public API and HMAC-signed webhooks
How it works

The customer's path through NG CRM

Five steps on the same record, from the first question to the relationship after the sale. Nothing is retyped from one tool into another.

  1. 01

    Conversation

    The inquiry arrives on the channel the customer already uses and immediately gets an owner and a reply deadline.

    Email over IMAP/SMTP, shared and personal mailboxesViber through the company's Mailbook accountWebsite chat with an AI bot and handover to a personRule-based routing and deadlines in working hours
  2. 02

    Lead

    The contact becomes a lead with checked data and an estimate of how much attention it deserves.

    Tax ID checksum and duplicates by tax IDA score from 0 to 100 and a do-not-contact flagConversion into a deal in one move
  3. 03

    Deal

    The deal moves through stages that have rules, so it is clear what must exist before the next step.

    Stages with required fields and a day thresholdKanban board and a suggested next stepForecast and target paced by working days
  4. 04

    Quote

    The server calculates price, discount and tax, and the customer decides through a link.

    Discount rules and foreign currency with the NBS ratePDF on the legal entity's letterheadAccept, decline or request a change with no account
  5. 05

    After the sale

    The relationship continues through support and campaigns that respect the customer's choices.

    A ticket created from an inbox conversationCustomer portal access by invitationCampaigns only with valid consent
Capabilities

What NG CRM covers

Twelve areas on the same customer — from the first inquiry to support after the sale.

  • Leads and pipeline

    Tax ID and duplicate checks, lead scoring, deal stages with required fields, a kanban board, deal health rules and a suggested next step.

  • Quotes and pricing

    The server calculates price, discount and VAT, one discount rule applies per line, and a foreign-currency quote shows the dinar equivalent at the NBS rate.

  • Acceptance through a link

    The customer opens the quote from a link and accepts it, declines it or asks for a change, with no account. It is a recorded decision, not an electronic signature.

  • An inbox for three channels

    Email over IMAP/SMTP, Viber through Mailbook and website chat, with routing and deadlines. Microsoft 365 and Google mailboxes and calendar are connected during onboarding.

  • Segments and campaigns

    AND/OR segments, email and Viber campaigns with test sends and scheduling, per-channel consent, unsubscribe and a suppression list.

  • Support and portal

    Tickets by type and urgency with a due date, New / In progress / Waiting on customer / Resolved boards, and a portal the customer enters by invitation.

  • Documents from templates

    Word templates with repeating rows and conditions become PDF or DOCX; the built-in quote and pro-forma templates carry an IPS QR payment code.

  • Analytics

    Eight ready-made dashboards, custom dashboards of up to 24 widgets, drill-down to rows, and XLSX, CSV and PDF reports with subscriptions.

  • Mobile PWA

    Installed from the browser on iOS, iPadOS and Android, with no app store. It needs a connection and keeps no CRM data on the device.

  • NG Copilot

    Answers labelled with their source, changes only after confirmation, four eyes for sensitive actions and an AI key chosen by the company, which pays its provider for model usage directly.

  • Public API and webhooks

    The same REST API the application uses, keys with scope and quota, OpenAPI and Postman, signed webhooks, and addresses from the RZS and RGZ registers.

  • Security and migration

    OAuth 2.1 and OpenID Connect with TOTP, six layers of authorization, row-level isolation, a server in the EU, and import from another CRM with a file check before anything is written.

Results

NG CRM in numbers

The figures describe the scope of the product, not a result we promise.

1
Customer cardSales, communication and support run on the same customer, with no copies across programs.
3
Inbox channelsEmail, Viber through Mailbook and website chat — with the same customer behind every conversation.
6
Authorization layersRole, scope, limits, segregation of duties, second-person approval and delegation.
8
Ready-made dashboardsFor sales, marketing, support and the inbox, and the team can build its own.

The figures above describe the scope of the solution, not a promised outcome.

FAQ

NG CRM — FAQ

Is NG CRM available for use?

Yes. NG CRM is commercially available. We start with a demo built around your typical cases, from inquiry to accepted quote, then agree the rollout and data migration.

Which communication channels does NG CRM support?

Email over IMAP/SMTP, Viber through Mailbook (the company needs a Mailbook account) and website chat. Microsoft 365 and Google mailboxes and calendars are connected during onboarding.

What is NG Copilot allowed to do on its own?

It writes nothing without a user's confirmation: a change is shown as an old and a new value, and sensitive actions — marking a deal lost, merging duplicates and emailing a quote — are approved by a second person. The company enters the key of the AI provider it chooses, so model usage is not included in NG CRM.

Is NG CRM part of NG One?

No. NG CRM is a standalone product of the same family, built on the same technology base as NG One but without depending on it. We do not offer an integration between the two.

How does NG CRM connect to our business system?

Through a public REST API with scoped keys and through signed webhooks, with OpenAPI documentation and a Postman collection. We do not offer ready-made connectors for named systems; data mapping is agreed for your case.

Does NG CRM work on a phone?

Yes, as a mobile web application (PWA) for iOS, iPadOS and Android, with no app store. It needs a connection; there is no offline mode.

How is pricing determined?

On request only. We do not publish a price list; you receive an offer after a conversation about your team, your channels and the systems to connect.

NG CRM

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Blog

From the blog

Let's walk through your sales day

In the demo we show NG CRM on your typical cases — from inquiry through quote to support — and agree what moves over from your current system.

Book a demo