Purpose‑built CRM for Business Development Managers

Replace clumsy Excel CRMs with BDM360

Plan visits, check‑in on‑site, capture notes, manage customers and quotes, and keep managers aligned — with offline PWA support and role‑based dashboards.

Interactive calendar & check‑ins CRM for customers & centres Visit reporting & quotes
BDM360 Dashboard Interface

Overview

BDM360 helps BDMs manage ~150 customers across multiple centres with a focused toolset.

Multi‑centre aware, role‑driven access

Customer and user relationships to centres are built‑in, ensuring correct visibility and reporting across companies and locations.

User Roles & Access

Foundational auth, CRM, Visits, and Leave exist. We’re now focusing on the 8 key features and multi‑centre refinements.

BDM

  • Sign up, approval, login
  • Calendar: schedule/reschedule; geolocation check‑in (pending)
  • Leave: Annual/Sick/WFH (extra types pending)
  • CRM: full CRUD on customers
  • Visit reports: notes, actions, AOB
  • Quote builder + PDF
  • Alerts & exports
  • Offline & sync

Centre Manager

  • Read‑only calendar & CRM for assigned centres
  • View visits, reports, quotes

Area Sales Manager

  • Read‑only across managed BDMs
  • KPI dashboard & stats

Super Admin

  • Approve BDM signups; assign roles & centres
  • Manage Centres (CRUD)
  • Assign Company to users
  • Manage users; view billing signup (pending)
  • Audit trail & activity log
  • Theming & white‑labeling

8 Key Features

The agreed add‑ons that round out the BDM360 experience.

PWA‑Ready & Offline

Service worker, manifest, icons, offline caching

Flexible Quote/Proforma Builder

Custom fields, dynamic lines, PDF export

Geolocation & Check‑Out

Privacy‑first site check‑ins if permitted

Interactive Sidebar Alerts

Today/Tomorrow visits, overdue highlights

Role Hierarchy & Multi‑Centre

Customer/User ↔ Centre relationships, scoped visibility

Enhanced Reporting & Exports

Aggregations, charts, CSV/Excel

Audit Trail & Activity Log

Record all CRUD with user + timestamp

Theming & White‑Labeling

Brand colours, logos, light/dark

Get in Touch

Ready to transform your business development process? Contact us today.

Ready to see BDM360 in action?

Book a quick walkthrough tailored to your centres and team structure.