CUSTOMER RELATIONSHIP SOFTWAREBRISKYSOFT / 02

Briskysoft CRM

Every opportunity.
A clearer next step.

Keep customer information, deals, and follow-ups connected, so your sales team always knows what comes next.

Talk about this solution Explore features ↓

A SOLUTION FOR
Sales and customer relationship teams

PICTURE A SIMPLER WORKDAY

Interface concept · Sample data

Customer records
Sales pipeline
Follow-ups

Buy and own the software
No monthly licence fee
Unlimited users

PEOPLE · PROCESS · SOFTWAREDiscover a better way to work

01 / WHY IT MATTERS

Turn customer context into a clear next step.

Keep the customer context

Keep companies, contacts, and conversation history connected, even when ownership changes.

See where deals stand

Review opportunities by stage and owner to plan the team’s next actions.

Give follow-ups a home

Keep next actions, appointments, and important details attached to each opportunity.

02 / INSIDE THE SOFTWARE

See what every feature can do.
Picture it in your business.

Explore each feature screen, then shape the details around the way your team works.

01 / 06

Know the customer before the conversation

Keep contacts, companies, and conversation context together for smooth handovers.

briskysoft CRM

Workspace ⌄BS

Customers / Atlas Studio

Customer records

＋ Add contact

Atlas Studio

Design & branding · Bangkok

Active customer

Relationship overview···

Account ownerNida S.

Open opportunities02

Last contacted14 Sep 2026

Next follow-up18 Sep 2026

KPKarn P.Primary contact · Operations

Account context···

Updating customer onboarding, with a need to connect sales and operations information.

Discovery meeting

Agreed on three priorities

14 Sep · 14:00

Brief received

2 attached documents

12 Sep · 10:30

BRISKYSOFT CRMSAMPLE WORKSPACE

Interface concept · Sample data

Scroll the preview sideways to explore the screen

02 / 06

See every deal and its next move

Define sales stages, opportunity values, and owners around your sales process.

briskysoft CRM

Workspace ⌄BS

Opportunities / Main pipeline

Sales pipeline

＋ Add opportunity

Open pipeline฿720k6 sample opportunities

In negotiation฿240k2 opportunities

Follow-ups today03Team actions

New lead2

฿120k

Atlas Studio฿80,000

NS18 Sep

Mellow Lab฿40,000

KP18 Sep

Proposal2

฿360k

North & Co.฿240,000

KP18 Sep

Oak Retail฿120,000

AT18 Sep

Negotiation2

฿240k

Forma Group฿160,000

NS18 Sep

Luna Supply฿80,000

AT18 Sep

BRISKYSOFT CRMSAMPLE WORKSPACE

Interface concept · Sample data

Scroll the preview sideways to explore the screen

03 / 06

A next action for every opportunity

Plan next actions, appointments, and due dates to keep important opportunities in view.

briskysoft CRM

Workspace ⌄BS

Activities / My agenda

Follow-ups

＋ Add activity

Today · 16 September···

Follow up on the proposalNorth & Co. · 09:30KP

Review requirementsAtlas Studio · 11:00NS

Send the delivery outlineMellow Lab · 14:00AT

✓Confirm the next meetingOak Retail · 08:45KP

Up next···

11:00

Requirements review

Atlas Studio · 45 min

Video meeting

Today’s progress···

Activities completed1 / 4

3 activities remain on today’s agenda

BRISKYSOFT CRMSAMPLE WORKSPACE

Interface concept · Sample data

Scroll the preview sideways to explore the screen

04 / 06

Conversations your team can continue

Bring call notes, meetings, and customer activity into a single timeline.

briskysoft CRM

Workspace ⌄BS

Atlas Studio / Activity timeline

Activity timeline

＋ Add a note

All activity···

Requirements meeting

Confirmed the first-phase scope and shared the summary with stakeholders.

16 Sep · 11:00 · NS

Follow-up call

The customer will share their existing data format by Friday.

14 Sep · 15:10 · KP

Updated proposal shared

Attached proposal v2 and the delivery outline.

12 Sep · 10:30 · NS

A shared view of sales performance

Agree on reporting by team, owner, and period to understand your sales activity.

briskysoft CRM

Workspace ⌄BS

Reports / Sales activity

Sales reports

＋ Export report

Closed won฿640kThis month · Sample

New opportunities18Across all sources

Completed activities86By the sales team

Closed-won trend · Sample index···

42Apr

56May

48Jun

72Jul

60Aug

86Sep

Opportunities by source···

Website enquiries8

Referrals6

Direct outreach4

Filters: All teams / September 2026

BRISKYSOFT CRMSAMPLE WORKSPACE

Interface concept · Sample data

Scroll the preview sideways to explore the screen

06 / 06

Bring your existing work with you

Discuss data imports, custom fields, and integrations within your agreed scope.

briskysoft CRM

Workspace ⌄BS

Settings / Import customers

Imports & custom fields

＋ Review import

1 Upload2 Map fields3 Review

customers-september.csv · Field mapping···

Source column		CRM field	Sample
company_name	→	Company name	Atlas Studio
contact_name	→	Contact name	Karn P.
industry	→	Industry	Design
account_tier	→	Account tier Custom	Priority

✓ 4 fields mapped · Review duplicates before confirming the import

BRISKYSOFT CRMSAMPLE WORKSPACE

Interface concept · Sample data

Scroll the preview sideways to explore the screen

Fields, workflows, and reports can be tailored to your agreed scope.

Talk about this solution

03 / A DAY IN YOUR WORKFLOW

From a first enquiry to a planned opportunity.

ILLUSTRATIVE WORKFLOW

01
Capture the lead
Record the company, contact, and their needs.
02
Assign an owner
Make it clear who owns the opportunity.
03
Plan the follow-up
Plan the next conversation, action, and proposal.
04
Review the deal
Record the outcome and update the sales stage.

04 / MADE FOR YOUR PEOPLE

Different roles.
A shared way forward.

Sales representatives

Organise opportunities and keep follow-ups moving.

Sales leaders

Understand the pipeline and each owner’s activity.

Account teams

Continue customer relationships with the context they need.

05 / FROM CONVERSATION TO ROLLOUT

The right fit.
A considered start.

01
Discover
Understand your users, processes, and priorities.
02
Define
Agree on features, integrations, and the delivery plan.
03
Prepare
Plan configuration, migration, and ongoing support.

BEFORE WE BEGIN

A few things to know.

Do we own the software after purchase?

Yes. This is an outright purchase: you own the software, with no monthly licence fee and unlimited users.

Can we customise sales stages and import our data?

We agree on your sales stages, fields, and reports, and review the format and quality of existing data before planning an import.

How are pricing and delivery agreed?

The purchase price depends on features, customisation, data migration, and integrations. Users are unlimited. We propose the scope, price, and delivery plan for your review before work begins.

What support is available after launch?

We discuss onboarding, maintenance, and support channels, and specify the support scope and terms in your proposal.

LET’S FIND YOUR FIT

Let’s talk software.
Built around your team.

Tell us which solution interests you and what you want to improve. We’ll get in touch to discuss the approach and a quote for your scope.

Call +66 86 669 7771

Buy and own the software, with no monthly licence fee and unlimited users. Pricing depends on features, customisation, and integrations.

Project enquiry

Fields marked * are required

Your name Email Phone (optional) Company / organisation (optional) Solution of interest Estimated budget (THB) When would you like to start? Tell us about your project Your goals, users, or the problem you want to solve (at least 10 characters)

Every opportunity.A clearer next step.

Turn customer context into a clear next step.

Keep the customer context

See where deals stand

Give follow-ups a home

See what every feature can do.Picture it in your business.

Know the customer before the conversation

See every deal and its next move

A next action for every opportunity

Conversations your team can continue

A shared view of sales performance

Bring your existing work with you

From a first enquiry to a planned opportunity.

Capture the lead

Assign an owner

Plan the follow-up

Review the deal

Different roles.A shared way forward.

Sales representatives

Sales leaders

Account teams

The right fit.A considered start.

Discover

Define

Prepare

A few things to know.

Let’s talk software.Built around your team.

Project enquiry

Enquiry received.

Every opportunity.
A clearer next step.

See what every feature can do.
Picture it in your business.

Different roles.
A shared way forward.

The right fit.
A considered start.

Let’s talk software.
Built around your team.