Maestro OS

Maestro OS · Business operating platform

CRM and order workflows in Maestro OS

Maestro OS connects customer information, tasks, product catalogues, quotations and orders. Its CRM functions form part of a broader business operating platform, with links to administration, logistics and production.

From enquiry to order

A sales team needs the customer request, the responsible person and the next action in the same context. Quotations add the selected products and supporting documents. Once work becomes an order, its items and revisions remain the reference for later operational steps.

Configuration and documentation

Window and door workflows include product configuration and quotation documents. Dimensions, opening choices, materials and prices require validation in the actual customer scenario. A preliminary quotation and a released production instruction are different stages of work.

Operational handover

Production and delivery need an identifiable customer order, not a disconnected copy of sales notes. Maestro links these areas while keeping access tied to company context and permissions. Request a demonstration with a representative order and the relevant team roles.

Discuss your workflow

Explore related workflows