CaerusCRM
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Sun Glow Window CoveringInternal platform

Every dealer.
Every order.
One system.

Caerus joins the dealer relationships, the pipeline and the order history that already exists in Blindata into a single place — so the question “what is happening with this account?” has one answer instead of five systems and a phone call.

Version
1.0
Access
Invite only
Transport
Encrypted
Sync
Real time
Pipeline telemetryLive
Active deals
47
Win rate
38%
Avg. days
62
By stage
  • Qualified11
  • Discovery10
  • Specification8
  • Quoting9
  • Negotiation5
  • Closing4
Activity stream
  • 09:42:07Quote sentRoller shades · 42 units
  • 09:37:51Opportunity createdMotorization retrofit
  • 09:21:14Meeting completedShowroom walkthrough
  • 08:58:02Stage updatedQuoting → Negotiation
  • 08:44:39Dealer flaggedNo order in 90 days
01The platform

Eight modules, one record of the truth.

01

Pipeline

Stages with real exit criteria, weighted forecasting and a required reason on every loss.

02

Dealers

One profile per account: contacts, quotes, samples, projects, documents and order history.

03

Contacts

Who decides, who specifies and who installs — with every conversation attached.

04

Activity

Calls, visits, meetings and email, linked to the record they belong to.

05

Quotes

Line-item quoting against the product catalogue, versioned and traceable to the order.

06

Reporting

Year-to-date against prior year, trailing twelve months and category penetration.

07

Automation

Rules that raise a flag when a dealer goes quiet or an opportunity stops moving.

08

Intelligence

Health scoring, dealer movement and an assistant that reads only what you can.

02How it works
01

Capture

Leads, dealers, contacts and conversations arrive in one place — including the order history that already exists in Blindata.

02

Execute

Opportunities move through a stage model the whole team reads the same way, with the next step never left implicit.

03

Grow

Health scores, dealer movement and quiet-account detection point at where attention turns into revenue.

03Intelligence

The system tells you where to look.

A CRM that only stores what you typed into it is a filing cabinet. Caerus reads the pipeline and the order history together and raises the handful of accounts that need a person today.

  • Dealers going quiet

    Ordering pattern breaks before the relationship does.

  • Opportunities without a next step

    The single best predictor of a deal that will not close.

  • Stalled in stage

    Time-in-stage against the stage's own historical average.

  • Pipeline velocity

    How long a deal takes from first contact to order, by territory.

  • Category penetration

    Which product lines a dealer buys, and which they never have.

  • Forecast confidence

    Weighted against close date, with the assumptions visible.

Your pipeline should not be a black box.