Closer to the customer.Faster to the deal.
NG CRM shows where every deal stands and what the next step is. Pipeline, customers, activities and quotes live in one place — simple for the rep, clear for the manager. NG Copilot helps at every step and writes nothing without your confirmation.
- A pipeline with a clear next step
- Full customer history in one place
- Team activities and reminders
- Forecast and target, every day
Everything sales and support do — in one system
Each area has its own page: what you get and how it looks in everyday work.
Sales and revenue
- SalesLeads, pipeline, quotes by link and working-day forecasts — in one flow.
- MarketingSegments, e-mail and Viber campaigns, consent and opt-out — with a trail for every recipient.
- DocumentsQuotes, pro-formas, contracts and reservations from your Word templates — as PDF and Word.
- AnalyticsDashboards and reports where every number leads to the records behind it.
Communication and support
Platform
- NG CopilotAnswers with a source. Writes only when you confirm — and sensitive actions need a second person.
- Integrations and APIA public API, signed webhooks and official registers — no separate “partner” API.
- SecurityWho may do what, on which data and with whose approval — and a trail of every change.
- MigrationThe right import order, a check before writing and a full data export whenever you need it.
From the first question to a satisfied customer, without retyping
The same customer, the same record, the same history — from message to quote, and from quote to support.
- 1
An enquiry arrives
E-mail, Viber or website chat lands in a shared Inbox, with an owner and a reply deadline.
- 2
The deal grows
A scored lead becomes an opportunity in the pipeline, and every stage has clear rules.
- 3
The quote goes out
The server calculates price, discount and VAT, and the PDF goes out on your legal entity’s letterhead.
- 4
The customer decides
Acceptance, decline or a change request arrives through the link, without an account.
- 5
Support continues
Tickets and the customer portal keep the relationship alive after the deal is done.
An AI assistant that asks before it writes
Copilot answers from your data and tells you where each answer comes from. It proposes changes; you decide.
- Every write on confirmationOld and new value on a card, and for sensitive actions, retyping the amount or a TOTP code.
- Four eyes for big decisionsMarking a deal lost, merging duplicates and e-mailing a quote are approved by another person.
- The model your company choosesYour company enters the AI provider key, and policy decides which data may leave the system.
Made for local rules, not translated afterwards
Details that foreign CRM systems handle with add-ons are part of the product here.
- Tax ID validationThe Serbian tax ID (PIB) check digit is validated on entry, and duplicates are detected by tax ID.
- NBS exchange ratesFetched automatically every morning when enabled, with the dinar equivalent shown on the quote.
- IPS QR on pro-forma invoicesThe built-in quote and pro-forma templates carry an IPS QR code for payment.
- Addresses from official registersTerritories and addresses from the official statistical and cadastral registers, down to street level.
- Working days and holidaysReply deadlines and sales pace are counted on the working calendar, without weekends and holidays.
- Latin, Cyrillic, EnglishThe interface in Serbian Latin and Cyrillic and in English; Viber as a working channel, not an add-on.
Who may do what — and a trail of every change
Customer data is the most valuable part of sales. Protection does not depend on a single check.
- OAuth 2.1 and OpenID Connect sign-in, with TOTP two-factor protection
- Six authorization layers, from role to segregation of duties
- Company and legal-entity isolation at database row level
- An append-only trail of settings, sign-ins, AI actions and API calls
- A server in the European Union and nightly backups with an off-server copy
How teams actually work
- AI3 min read
An AI assistant that writes nothing without your confirmation
By default NG Copilot only reads and answers. When it may propose actions, every write goes through a card, a confirmation and, for sensitive steps, a colleague's approval.
- Sales3 min read
Quote on a link: acceptance without an account, proof and limits
Customers open a sent quote on a link and answer right away: accept, decline or request a change. What gets recorded, how long the link lives and what it is not.
- Analytics3 min read
Forecast vs. target: why pace is measured in working days
Halfway through the month is not halfway through the work. How expected-to-date, projection and required pace are calculated, and what commit and best case mean.
Frequently asked questions
What is NG CRM?
NG CRM is CRM software for sales teams: customers, leads, pipeline, activities and quotes in one place, plus a shared Inbox for e-mail, Viber and chat, marketing campaigns, support with a customer portal, documents, analytics and a mobile app — with the NG Copilot AI assistant.
How do we get started with NG CRM?
The first step is a demo on your own examples: we walk through a typical deal, from enquiry to accepted quote. Then we agree on the setup and on moving your data from your current system — from CSV or Excel files, without duplicates.
How much does NG CRM cost?
We prepare an offer after a conversation about your needs. NG Copilot uses the AI provider your company chooses, so you control AI model costs directly.
Does NG CRM work on a phone?
Yes. NG CRM Mobile runs on iOS, iPadOS and Android phones and tablets and installs straight from the browser. Reps in the field see their day, log activities and move opportunities forward.
Do we need NG One or another ERP to use NG CRM?
No. NG CRM is a standalone Konis Software product and works independently. It connects to the business system you already use through the API and webhooks.
Where is data stored?
In the European Union, with nightly backups and an off-server copy. Access is protected by two-factor sign-in, role-based rights and a trail of every change.
See NG CRM on your own examples
In the demo we walk through your typical deal — from enquiry to accepted quote — and show how your data would move over from your current system.
- office@konissoftware.com
- Phone
- +381 66 000 977