Mashoom

CRM
Quoting
Mission Control
Mashoom's API

CRM

Put simply, a CRM should allow you to store and manage information about your customers and log activity against those customers. Mashoom takes this core requirement and goes further.

Simple, Online And User Friendly

Mashoom uses the latest technology to bring you a simple and fast user experience, allowing you to quickly get to the information you need from wherever you are.

AI Powered Outlook Add-in

Find our Outlook Add-in in the Microsoft store. This analyses your selected inbound emails, finds contact details and messages, then saves them to Mashoom. Edits can be made before upload to ensure correct and relevant information is recorded.

Tasks And Activity

Tasks can be handed off from one person to another, allowing a sales team to setup a workflow without loosing track of who needs to do what.
Mission control allows both a team member to see their past activity and what tasks are coming up, and a manager to see how the team is performing overall.
Tasks allow callbacks and curtesy calls to be scheduled, allowing a simple workflow whereby a lead is never dropped and a quote never chased.

Powerful Data Engine

Setup any number of custom fields, optionally split into different types of customer. Utilise a range of different input types, even files!
Spreadsheet upload of data to either add new contacts or updated existing ones.
Excel download of all your customer data, complete with meta fields and filters.
Create lists of your contacts based on filters, including filtering your own custom fields with "(A and B) or C" advanced searching.

Permissions

Fully featured permissions system allows setting up of both default access per user, then individual permissions to each contact.
Even utilise user groups to manage teams!

And even more...

Dashboard of quote acceptance
Currency and pricing view and managing
Relationships between contacts to see related activity

Quoting

Create quotes in Mashoom using our slick and powerful UI. When they are accepted, they are sent to Sage instantly as a sales order, with all their data populated.

Our interface is online and quick to use, create quotes when out in the field or when on the phone.

Fully featured

Generic line items
Standard charges synced from Sage
Stock items synced from Sage with code, name and description available to display in a chosen way
Multiple currency support
Full VAT / tax support
Proformas
Customer referencing, delivery address, discounting and everything else you would expect

Versioning Workflow

Revision notes allow changes to be explained to the customer to improve the buy in to the process.
Customisable rejection reasons allows you to capture why quotes are being rejected, allowing you to analyse sales activity.
Versioning allows people to easily see how the quote has progressed.
Quotes are marked as draft, sent, payment required, rejected or accepted. A simple workflow ensures that these statuses get used correctly.

Quick and Intuitive Pricing

Full support for Sage pricing and assignment import.
The lowest price is selected by default for the customer and the stock item. This can be viewed and changed in a few clicks.
Prices and price band assignment can be downloaded, edited, then uploaded in spreadsheet format; a simple way to manage pricing.

Beautiful Quotes

Quote produced in PDF format ready to be sent to the customer.
Lots of customisation options; logo, address, footer text and much more.
Various options of how to show items on the quote, for instance selecting the stock item's name, code or description to be first and in bold.
Clever and dynamic templating means the discount column is only shown when one is applied and the units column is only shown when there are multiple units, to name a few examples. This means a customers get clean and concise quotes with only the information they need.

Mission Control

Mission Control lets you see what tasks you have coming up and what activity you've just done. As a manager, this dashboard allows you to assess how behind (or on-top of!) your sales team is of call backs or quote chasing.

Great For Chasing Quotes

Setup an automatically generated task a certain number of days after a quote is sent. The sales team can then clearly see which quotes are most overdue chasing.
Click each task to show the quote and the contact information.
Quickly action, accept or add information to the quote from Mission Control, perfect for when you are on the phone!

Your Outreach Organiser

Tasks can be setup for new or existing customers, optionally imported from a spreadsheet to start a campaign etc.
Tasks assigned to contacts open up their contacts details, so you know the contact details and can quickly move through the calling / email list.
Simply tick off the tasks as you go! Prompts to setup a new task after completing one pushes the team to keep chasing a lead to its conclusion.

Mashoom's API

Everything you can do through Mashoom's interface you can do programatically through our API, and more! We use the GraphQL standard meaning that API is much better documented and flexible than standard APIs; perfect for creating automations for you or your customers.

This also means that today or in the future, you can setup other products to connect to Mashoom. Future proof how you handle customer data.

A Range Of Possibilities

Enable an E-Commerce store, fetch live stock levels and send orders directly to Sage.
Create customer portals, showing their quotes they could accept, and live stock levels.
Connect your web form to create new contacts in your CRM, with a task to make contact with them.
And so much more! Mashoom is a powerful tool and everything it can do is exposed on our API.

No Hassle From Developers

Our simple and easy to use GraphQL explorer allows you to explore the data before having to code it for real.
Non-developers can explorer to both debug developers work and see integration options for themselves, it really is that simple to use.
Auto generated code snippets in major languages means copy + paste examples of how to use security credentials and format the request.
Programatic documentation makes it simple to see what fields are used for. Of course, we are always on hand as well, just let us know what you are trying to do.

It's Fast

Mashoom copies all of Sage's data into our database meaning data is fetched from Mashoom, not from Sage directly. This means we can enable response times of ~250ms under high load; the right tool for the job to support any application. After all, that's what we use it for!