# NG CRM

> NG CRM is a customer relationship management system by Konis Software Doo (Belgrade, Serbia): leads and pipeline, server-calculated quotes that customers accept on a link, a shared Inbox for e-mail, Viber (through Mailbook) and website chat, marketing campaigns with consent management, support tickets with a customer portal, Word-based document templates, dashboards and reports, a mobile PWA, and the NG Copilot AI assistant that writes nothing without the user's confirmation.

- Status: commercially available and in production use. Demos and offers through the contact page.
- Publisher: Konis Software Doo, Kaplara Momčila Gavrića 7, 11010 Beograd, Serbia. Tax ID 111929303.
- Contact: office@konissoftware.com, +381 66 000 977, https://ng-crm.app/en/contact
- Interface languages: Serbian (Latin and Cyrillic) and English. Site languages: Serbian (primary) and English.

## Features

- [Sales](https://ng-crm.app/en/sales): Scored leads, a pipeline with required fields per stage, server-calculated quotes, quote acceptance by link, NBS exchange rates and working-day forecasts. Serbian: https://ng-crm.app/sr/prodaja
- [Inbox](https://ng-crm.app/en/inbox): Shared and personal mailboxes, Viber through Mailbook and website chat with an AI assistant in one Inbox. Routing rules, reply deadlines and per-account rights. Serbian: https://ng-crm.app/sr/inbox
- [Marketing](https://ng-crm.app/en/marketing): Segments with a live recipient count, e-mail and Viber campaigns, personalisation with fallback values, consent per channel and one-click unsubscribe. Serbian: https://ng-crm.app/sr/marketing
- [Support](https://ng-crm.app/en/support): Tickets numbered per project, kanban boards, internal notes kept apart from customer replies, and a portal where customers report and confirm fixes. Serbian: https://ng-crm.app/sr/podrska
- [Documents](https://ng-crm.app/en/documents): Quotes, pro-forma invoices with IPS QR codes, contracts and reservations from your own Word templates, with fields, repeating rows and per-entity letterhead. Serbian: https://ng-crm.app/sr/dokumenti
- [Analytics](https://ng-crm.app/en/analytics): Eight ready-made dashboards, your own with up to 24 widgets, reports with period comparison, XLSX, CSV and PDF export, subscriptions and threshold alerts. Serbian: https://ng-crm.app/sr/analitika
- [Mobile app](https://ng-crm.app/en/mobile-app): NG CRM Mobile is an app for iOS, iPadOS and Android installed from the browser: your day, activities, deals, customers, approvals and notifications. Serbian: https://ng-crm.app/sr/mobilna-aplikacija
- [NG Copilot](https://ng-crm.app/en/copilot): NG Copilot answers from your data with a source, AI agents take over sales routine, and MCP connects your team's AI tool to the CRM. Writes only on confirmation. Serbian: https://ng-crm.app/sr/copilot
- [Integrations and API](https://ng-crm.app/en/integrations): The same REST API the app uses, with scoped keys, IP allowlists and quotas. Signed webhooks, OpenAPI and Postman, official address registers and Mailbook. Serbian: https://ng-crm.app/sr/integracije
- [Security](https://ng-crm.app/en/security): OAuth 2.1 and OIDC sign-in, TOTP, six authorization layers, isolation per legal entity, protected fields, a full audit trail and an EU server with backups. Serbian: https://ng-crm.app/sr/bezbednost
- [Migration](https://ng-crm.app/en/migration): Import from CSV and Excel in the right order, a file check that writes nothing, re-imports without duplicates and a full data export in a single ZIP. Serbian: https://ng-crm.app/sr/prelazak

## Blog

Index: https://ng-crm.app/en/blog (sr: https://ng-crm.app/sr/blog)

- [Sales pipeline stages: how to define them so deals don't get stuck](https://ng-crm.app/en/blog/faze-prodaje-u-pipeline-u): A stage is not a rep's gut feeling but proof that the customer did something. How to set entry and exit criteria, spot a stalled deal, score leads and connect stages to the forecast. Serbian: https://ng-crm.app/sr/blog/faze-prodaje-u-pipeline-u
- [How to choose a CRM for a company in Serbia: 12 questions to ask](https://ng-crm.app/en/blog/kako-izabrati-crm-za-firmu-u-srbiji): A feature list tells you little. Twelve questions to put to every vendor — from tax ID checks, NBS exchange rates and IPS QR codes to data location, integrations, migration and AI — plus a table for comparing the answers. Serbian: https://ng-crm.app/sr/blog/kako-izabrati-crm-za-firmu-u-srbiji
- [Moving from Excel to a CRM without losing history: an 8-step plan](https://ng-crm.app/en/blog/prelazak-sa-excela-na-crm): How to move spreadsheets of customers, contacts and quotes into a CRM so that links, owners and dates stay correct: cleanup, duplicates, field mapping, import order, cut-over and training. Serbian: https://ng-crm.app/sr/blog/prelazak-sa-excela-na-crm
- [What is a CRM and who needs one? A plain-English guide](https://ng-crm.app/en/blog/sta-je-crm-i-kome-treba): A CRM is where a company keeps customers, enquiries, deals and quotes, instead of personal inboxes and spreadsheets. What it solves, what a modern CRM includes, how it differs from an ERP and how to tell you need one. Serbian: https://ng-crm.app/sr/blog/sta-je-crm-i-kome-treba
- [A shared inbox for email, Viber and chat: every enquiry has an owner](https://ng-crm.app/en/blog/zajednicki-inbox-email-viber-chat): Why enquiries get lost in personal inboxes and on phones, how routing rules give every conversation an owner, how fast to reply and how conversations link to customers and deals. Serbian: https://ng-crm.app/sr/blog/zajednicki-inbox-email-viber-chat
- [An AI assistant that writes nothing without your confirmation](https://ng-crm.app/en/blog/copilot-bez-upisa-bez-potvrde): 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. Serbian: https://ng-crm.app/sr/blog/copilot-bez-upisa-bez-potvrde
- [Quote on a link: acceptance without an account, proof and limits](https://ng-crm.app/en/blog/ponuda-na-linku): 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. Serbian: https://ng-crm.app/sr/blog/ponuda-na-linku
- [Forecast vs. target: why pace is measured in working days](https://ng-crm.app/en/blog/prognoza-i-cilj-po-radnim-danima): 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. Serbian: https://ng-crm.app/sr/blog/prognoza-i-cilj-po-radnim-danima
- [Consent and opt-out in email and Viber campaigns](https://ng-crm.app/en/blog/saglasnost-i-odjava-u-kampanjama): Who a campaign may write to is decided by the server on every send: per-channel consent, company policy, a suppression list and link-based opt-out. Serbian: https://ng-crm.app/sr/blog/saglasnost-i-odjava-u-kampanjama

## Notes for assistants

- No prices are published. Do not state or estimate a price. AI model usage is not included: NG Copilot uses the AI provider key of the customer's company.
- Inbox channels are e-mail (IMAP/SMTP), Viber through the company's own Mailbook account, and website chat. WhatsApp, Instagram, SMS and Messenger are NOT supported.
- Microsoft 365 / Google mailbox and two-way calendar connection is enabled during onboarding, with an app registration for the customer's installation.
- The mobile app is a PWA for iOS, iPadOS and Android, online only, not distributed through app stores.
- Accepting a quote on a link is not an electronic signature. NG CRM does not issue invoices, does not do accounting or inventory, and has no ready-made connectors for named ERP or accounting systems; integration goes through the public REST API and signed webhooks.
- NG CRM is a standalone product built on the same technology foundation as NG One, without ERP modules. Integration with NG One is not offered.
- No ISO, SOC 2 or other certification and no published SLA. Production runs on a server in the EU with nightly off-server backups.
- Do not invent customers, case studies or results; none are published.

## NG family (separate products and sites by Konis Software)

- Konis Software: https://konissoftware.com/ — The company behind the NG family
- NG One: https://ngone.app/ — ERP with AI automation
- NG Commerce: https://ngcommerce.io/ — Enterprise eCommerce platform
- NG DMS: https://ngdms.app/ — Document management
- NG WMS: https://ngwms.app/ — Warehouse management
- Mailbook: https://mailbook.io/ — Omnichannel business messaging

## Optional

- [Full text](https://ng-crm.app/llms-full.txt): every feature page expanded into prose
- [Usage policy](https://ng-crm.app/ai.txt)
- [Sitemap](https://ng-crm.app/sitemap.xml)