Hanna’s role at every stage of the sales process: structure, speed, and results

A CRM system can simply be a place to store customer data so nothing gets lost. But the right business process management tool is much more than that. Automation, integrations, and data analytics can turn every stage of the sales process into an opportunity to sell faster, more efficiently, and with higher customer satisfaction. Not to mention the peace of mind that comes from clear goals, centralized information, and contracts signed in just minutes.

That’s exactly what Hanna delivers—a Lithuanian business management system designed to guide sales teams from the very first client interaction all the way to a signed contract and issued invoice.

Stage 1: capturing leads

Every sale starts with the first interaction—a call, an inquiry, or a meeting. Thanks to integrations with email and telephony systems, information about potential clients and their inquiries is automatically captured in Hanna.

When salespeople don’t have to manually enter data, they can focus on what matters most—closing the deal. And if you prefer to add business contacts or leads manually, all you need is the company name. Hanna will automatically enrich the rest of the data using our partner database, scoris.eu.

Stage 2: automating the next steps

You could store lead information in a notebook—but the real value begins in what comes next. This is where Hanna becomes a true member of your team.

From automatically sending offers and reminders to assigning tasks and providing analytics that show how your sales are progressing—Hanna handles it all.

Hanna helps you stay focused by tracking not only tasks but also individual and team goals. Manage your sales in a Kanban board, where each stage can be assigned a duration and a probability of closing. These insights help both managers and team members monitor performance, balance workloads, and track results in real time.

Stage 3: contract management

The best salespeople aren’t always the biggest fans of paperwork—so Hanna takes care of it for you.

Hanna is the first Lithuanian CRM system to offer a seamless contract signing experience. Simply choose a contract template, sign it electronically, and send it to your client for signature—all within a minute.

All contracts are automatically stored in the system, eliminating manual work.

Stage 4: invoicing and ongoing work

Once the contract is signed, the real work begins—and Hanna stays with you every step of the way.

You can automate invoice sending as well as ongoing communication with your client. Every action is recorded in the system, giving full visibility into team responsibilities, project profitability, and more.

You can also manage inventory, track stock levels, and monitor project timelines—all in one place.

Looking for a solution to simplify your sales and beyond?

Try Hanna for free and discover how a Lithuanian solution with world-class functionality can transform your business.