Best CRM for B2B Sales Teams | Customisable & Scalable CRM
Empower your B2B sales team with a centralised, data-driven CRM. As a result, your team can streamline pipelines, automate workflows, and accelerate revenue growth effortlessly.
Why 2iB CRM is the Best CRM for B2B Sales Teams
B2B sales professionals need more than just a contact management system—they need a customisable and scalable CRM that adapts to their sales cycles, automates workflows, and integrates seamlessly with core business processes.
Customisable CRM Software
Tailor workflows, dashboards, and automations to fit your sales strategy.
Scalable CRM Solution for Business Growth
Built to grow with your business, supporting increasing deal volume and expanding teams.
Data-Driven CRM for Business Owners
Gain real-time insights into pipeline health, revenue forecasting, and team performance.
Integrated CRM for SME
Works in concert with our ERP open-source applications to centralise sales and operations.
Empower Your Sales Team
Empower your sales team with real-time tracking and intuitive sales tools. With our integrated platform, you can effortlessly manage leads, opportunities, and sales activities. Whether in the field or in the office, your team can easily update and access sales information. This ensures no opportunity is missed and every deal stays on track.
Best CRM for B2B Sales Teams, Managers & Business Owners
B2B Sales Managers
Get full opportunity visibility, automate follow-ups, and improve sales performance.
Business Owners & CEOs
Access real-time revenue insights to make informed strategic decisions.
SME Sales Teams
A user-friendly CRM that ensures fast onboarding and adoption with minimal training.
Customer & Opportunity Data Management
Customer data is the lifeblood of your organisation, enabling data-driven decision-making, streamlined operations, and improved sales efficiency.
- Accurate, real-time data insights – Faster reporting and smarter forecasting.
- Sales performance tracking – Monitor trends and improve conversion rates.
- Centralised sales & opportunity data – Gain a full picture of your business in one place.
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Track Your Sales Pipeline & Manage Activities in Real-Time
Tracking sales opportunities is essential. For example, 2iB CRM helps sales teams prioritise high value deals and close more business faster.
- Monitor pipeline health – Know exactly where each opportunity stands.
- Forecast sales growth – Make data-driven decisions using real-time analytics.
- Manage sales tasks – Automate scheduling and streamline follow-ups.
Key CRM Features
Lead Management:
Capture and track leads from start to finish. Keep detailed records to ensure every opportunity is followed up.
Sales Pipeline:
View your sales pipeline with custom stages and workflows. Easily track where each opportunity stands.
Quotation Generation:
Create and manage quotations seamlessly. Reduce errors and save time with streamlined replication and editing.
Integrated Sales Catalogue:
Manage your product or service offerings within the CRM. Easily update and share product and pricing information.
Activity Tracking & Reporting:
Record and monitor all sales activities like calls and meetings. Generate reports to evaluate and improve performance.
Analytics and Reporting:
Access and monitor up-to-date sales data and metrics. Make sales decisions faster using real-time business insights.
Contact Sales – Let’s Talk About Your CRM Needs
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Key Benefits of an All-in-One Sales Management System
Improve Lead Conversion:
Nurture leads from initial contact to final sale. Ensure every opportunity is maximised and revenue potential is fully realised.
Simplify Sales Management:
Manage sales processes easily with custom pipelines. Enjoy smoother workflows and clearer stage transitions.
Increased Efficiency:
Create quotes faster and reduce paperwork mistakes with automation. Spend more time closing deals and less on administrative tasks.
Smarter Decision-Making:
Use real-time analytics for clear performance insights. Quickly adjust your strategies to improve sales outcomes.
Streamlined Sales Operations:
Integrate seamlessly with other 2iB OS modules. Enhance efficiency by connecting sales with your overall business processes.
Effortless Quotation Building:
Build accurate quotes quickly using the integrated sales catalogue. Ensure consistency with up-to-date pricing and product details.
2iB CRM – A Core Part of the 2iB ERP Solution
2iB CRM seamlessly integrates with your entire business software ecosystem. Optimise sales, operations, and finance workflows in one powerful, unified platform.
- CRM – Manage customer relationships and sales pipelines.
- Job Management – Track projects and operational tasks. more…
- Procurement & Inventory – Align sales and supply chain workflows. more…
- Finance & Accounting – Streamline invoicing and payments. more…
- HR & Timesheets – Manage team performance and workload allocation. more…
Master B2B Sales - Tips, Insights & Best Practices
Frequently Asked Questions
What is the 2iB CRM
2iB CRM is a powerful sales management system designed specifically for B2B sales teams. It’s a customisable and scalable CRM that helps you track deals, automate sales processes, and boost revenue with real-time, data-driven insights. Ideal for SME sales teams and business owners seeking an affordable CRM solution.
Can I customise 2iB CRM for my business?
Yes, 2iB CRM is fully customisable. Our platform lets you tailor workflows, dashboards, and integrations to match your unique sales strategy—ensuring a solution that adapts perfectly to your business processes.
How does 2iB CRM improve lead conversion?
2iB CRM automates follow-ups, streamlines sales tracking, and helps sales teams focus on high-value opportunities—leading to higher conversion rates.
What sales activities can be tracked using this application?
With 2iB CRM, you can track a full range of sales activities including lead management, pipeline progression, quotation generation, and activity reporting. Real-time dashboards and custom reports provide complete visibility into every stage of your sales process.
How does the application support account management?
2iB CRM supports effective account management by offering detailed customer profiles, interaction histories, and custom segmentation. This enables you to nurture long-term relationships, efficiently manage key accounts, and drive customer retention through targeted follow-ups and personalised engagement.
What benefits does the CRM offer to sales teams?
2iB CRM is designed to boost sales performance by streamlining lead tracking, automating routine tasks, and providing actionable insights. Sales teams benefit from increased efficiency, higher conversion rates, improved forecasting, and enhanced collaboration—making it the best CRM for sales teams aiming to accelerate revenue growth.
How quickly can my sales team start using 2iB CRM?
2iB CRM is designed to be a user-friendly CRM for sales managers, meaning your team can get started in under a week with minimal training.
How can the application help with sales forecasting?
2iB CRM leverages real-time data and advanced analytics to deliver accurate sales forecasting. By monitoring key performance indicators and tracking pipeline progression, our platform enables you to predict future revenue trends, identify growth opportunities, and adjust your sales strategies accordingly.
Does it integrate with 2iB OS ERP tools?
Absolutely. 2iB CRM seamlessly integrates with our 2iB OS ERP open-source applications. This integrated approach centralises your sales, financial management, and operations data, delivering comprehensive real-time visibility and supporting data-driven decision-making.
Is 2iB OS scalable for growing businesses?
Absolutely. 2iB OS, which includes 2iB CRM, is built as a scalable solution designed to evolve with your business. It handles increasing data volumes, expanding sales teams, and growing operational complexity—making it the ideal CRM for growing businesses in dynamic B2B environments.