Companies where selling comes on top of the job
Nermio is built for companies with no sales department: the owner sells, or a few people do it alongside their own work. Below is what that means per trade.
One product, five different working days
The features are the same for everyone. What differs is where it pinches, and so what you use it for.
Sole traders
You do the selling, the work and the paperwork. Nobody reminds you to chase that quote, and in a busy week you don't.
Small teams
With two to ten people talking to customers, the question isn't what was agreed but who knows it. And what happens when that person is away.
Professional services
Work comes from your network and from repeat clients. A proposal is bespoke and takes weeks; the silence in between is yours to watch.
Construction and installation
You price jobs in the evening and send the quotes out. What happens next — chasing, waiting, hearing a reason — is your whole sales process.
Accountants and bookkeeping practices
Client relationships run for years and new ones arrive by referral. The year has seasons, and the time to talk to people sits between them.
Where this stops
If your trade isn't listed, that doesn't mean it doesn't fit. The five pages above are the trades we know most about, not a list of permitted customers. What counts is something else: do you have open enquiries or quotes that need chasing, and is selling something people do on top of their job rather than a department of its own.
It doesn't fit if you have a sales department steering on forecasts, if you want to send campaigns to your customer list, or if your sales run through several processes that each need their own stages. There's more on that on CRM for small businesses, and if you're still orienting yourself, on CRM software.
Quickest to judge with your own customers
Put in ten companies you need to speak to this month. No credit card, and you're not tied to anything.