SECURE · CUSTOM · SCALABLE CRM

Every customer interaction—from first contact to sales and support

An enterprise web application for customer management, sales, field visits, correspondence, service, inventory, medical equipment and finance. Every company receives an independent deployment and dedicated database.

RVION / CRM
PRODUCT VALUE

One reliable source for company operations

۰۱

Unified information

Customer files, negotiations, letters, tickets, equipment and related events live in one system.

۰۲

Clear ownership

Every task has an owner, status, due date and history, reducing forgotten follow-ups.

۰۳

Data-led decisions

Management dashboards make sales, field activity, service and operations measurable.

CURRENT CAPABILITIES

What does the current product include?

These capabilities exist in the current product core and are configured around each company's roles and structure.

01

Customer management

Company profiles, legal and contact details, search, duplicate detection, and CSV imports.

● ACTIVE
02

Sales and pipeline

Opportunities, value, win probability, configurable stages, close dates, and change history.

● ACTIVE
03

Field sales reports

Account assignment, visit outcomes, contacts, needs, competitors, next actions, and manager feedback.

● ACTIVE
04

Business correspondence

Incoming and outgoing letters, confidentiality, numbering, versions, and human-approved drafting assistance.

● ACTIVE
05

Support and SLA

Tickets, queues, priorities, contracts, warranties, and complete service activity history.

● ACTIVE
06

Internal accounting

Journal entries, balance controls, posting, invoices, receipts, payments, cheques, and trial balance.

● ACTIVE
07

Inventory and equipment

Stock, warehouse documents, batches, expiry, device serials, installation, training, and service.

● ACTIVE
08

Automation

Decision inboxes, notifications, workflows, scheduled reports, and approval records.

● ACTIVE
09

Enterprise security

Roles, permissions, owner/branch/organisation scopes, MFA, sessions, and audit events.

● ACTIVE
WHO IT FITS

Which organisations benefit most?

Importers and distributors

B2B sales, brand representation, inventory, pricing, and after-sales service.

Medical and laboratory equipment

Hospitals, field representatives, physicians, device serials, installation, warranty, and service.

Service companies

Tickets, SLAs, contracts, technical assignments, and response history.

Enterprise and project sales

Multi-stage cycles, quotations, tenders, and multiple decision makers.

New companies

A unified start for CRM, essential operations, and internal accounting.

Data-sensitive organisations

Independent deployment, dedicated database, and precise access control.

RECOMMENDED FIT

Companies with 10–100 employees, enterprise sales or service operations, up to several thousand customers, and a serious need for custom workflows.

TECHNICAL MODEL

An independent deployment for every client

The shared product core is combined with each company's own interface, roles, forms, reports and modules. Client data is never mixed.

  • Python + Django
  • Fast, lightweight HTMX interface
  • Dedicated PostgreSQL database
  • On-premise or online deployment
  • Jalali calendar and Iran time
  • Backup and API ready
Company users and rolesDedicated CRM web applicationSelected modules and workflowsClient-owned PostgreSQL
EXTEND TO ORDER

Product extension paths

Artificial intelligence

Report summaries, trend analysis, suggested next actions, and letter classification.

Accounting integration

Synchronise accounts, products, invoices, receipts, and balances with client software.

Communication channels

Email, SMS, enterprise WhatsApp, and call-centre integration.

Custom workflows

Tenders, discount approval, purchasing, technical missions, returns, and quality control.

Mobile and offline

PWA or mobile apps for field teams with photos, location, and signatures.

Customer portal

Service requests, contracts, invoices, orders, and documents.

NEXT STEP

Your organisation's CRM starts with discovery.

Submit discovery request ←