Sales & CRM
Customer cards, quotes, orders, price lists and term history.
Bring the work scattered across Excel, files and chats into one record
As a business grows, spreadsheets, folders and chat groups pull sales, stock, task and collection data apart. marqey moves this information onto a shared record; the team works from the same up-to-date customer, product and finance data.
A shared record that replaces Excel, files and chats
Manual Management
This solution moves the customer list sitting in a spreadsheet, the quote waiting in a folder, the paper form and the job running through a chat group into a single record structure. Customer data, orders, tasks, documents, expenses and collections sit in the same customer file; the team finds what it needs on the screen it has access to. Teams that have grown on Excel and messaging until now use this. A manual setup works for a small team; as orders, stock, documents and collections multiply, the latest version gets lost, a promise made in a chat gets forgotten, and reporting depends on someone's memory.
The spreadsheet entry and the chat promise both become records
The transition settles in seven steps. A role carries out each step, and each step leaves a record in the system in place of a spreadsheet or a message; the next step continues from that record.
Cards get set up
The sales rep enters customer, product and price data scattered across separate spreadsheets onto a shared card; customer and product cards form, and terms and history sit on the card.
A request becomes a record
The sales rep logs a call or message the moment it comes in; a request record forms, and the promised date shows up on the record.
The request turns into an order
The sales rep picks the customer, product and price and opens the order; the order record links to the customer card, and stock position appears on the same screen.
Stock movement is processed
The warehouse lead runs incoming and outgoing product through the system; a stock movement record forms, and the shelf quantity matches the recorded quantity.
A task gets assigned
The manager picks the team member and the due date; a task record forms, and who's waiting on what reads straight off the list.
A document gets attached
A team member attaches the quote, contract, form or photo to the relevant record; the document sits under the customer and job file, and whoever's looking for it opens the record instead of a folder.
Collection is tracked
The finance lead tracks invoices, payments and expenses against the account; the collection record updates the account, and overdue payments show up on the management screen.
What Do You Gain?
Information sits in the record, not in someone's head
You stop depending on people's memory
The system holds customer, order, stock, task and collection data; the status of a job doesn't disappear when someone is on leave or leaves the company.
You end duplicate entries and version confusion
The same data doesn't get rewritten into different files; the team works from the current record instead of hunting for the latest version.
You stop compiling reports in Excel
Management reads sales, stock, open work and collection status from live data; making a decision doesn't require gathering files and personal notes.
The products that carry the transition
These products together cover work scattered across Excel, folders and chats. Screens, fields, permissions and approval steps get tailored to your business; bank and e-document connections plug into your existing setup, and as the business grows, new modules and reports join the same structure.
Frequently Asked Questions
Which process should move first from spreadsheets, messages and shared files?
Choose the chain with the most repeated entry and the most status-chasing. The pilot should prove its record, owner, hand-off and completion condition in one place.
Which teams use Manual Management?
People working in sales, warehouse and finance, plus management. Each role sees the screens it has access to. Customer, product and job records are shared.
Can our Excel data be migrated?
Yes. Customer lists, product and price tables move into the system in bulk. We work out together which file holds the current version as part of the migration plan.
Does our accounting setup change?
You keep working with your accountant. marqey runs the sales, stock, task and collections side. The records that go to accounting arrive orderly and complete.
Which business example shows Manual Management in use?
At Linea Pietra, an importer of facade materials, quotes started coming out of the system instead of Word. Customer and price history moved onto a shared record, and institutional memory stays in place even when people change.
How You Start
Let's map your current setup together
Which spreadsheet holds what, which folder your quotes and forms sit in, which jobs run through a chat group: let's assess it together. First, let's pin down which area you want to improve: sales, stock, finance or team tracking. See marqey in a demo close to your own working setup; together we decide which cards, screens and approval steps you need.