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Blockchain CRM

Enterprise blockchain work is not sold to a single customer; every institution the network will stand on has its own legal, IT and business unit. As the proof of concept ends and the pilot begins, which of those institutions is waiting on which question is on nobody's list.

Every institution joining the network is its own account record and the project links them under a single opportunity; in Rapitek CRM the opportunity does not move while an exit condition is empty.

Blockchain CRM
  • Keep every institution joining the network in its own account record and tie the project to those accounts under a single opportunity
  • Define the proof of concept, pilot and production stages separately and write the exit condition of each stage onto the record
  • Record the legal, IT and business unit counterparts with their roles, and see who is waiting on which question
  • Drop recurring technical questions into the queue as case records; let the resolution note stay on the case and be read from the same record at the next institution
Consortium AccountsEvery institution joining the network is a separate account record; the project opportunity links those accounts, and progress per institution is visible on its own card.
Stage GatesProof of concept, pilot and production are stages of the opportunity; the condition for moving to the next stage is written in a field on the record, and when it is left empty the rule defined during setup stops the stage from progressing.
Stakeholder RolesThe legal, IT and business unit counterparts are contact records; the role is a field, and open questions sit as tasks tied to the person.
Technical Question HistoryRecurring integration questions are opened as case records; the resolution note is written onto the case, and later cases opened with the same question are read from these records.

What lengthens the sales cycle in distributed ledger projects is not technical difficulty but organisational scatter: each of the institutions joining the same network asks its own lawyer about data sharing and its own IT department about integration. The answers given during the proof of concept stage are spread across e-mail chains; as the pilot starts, the same questions come round again from another institution and the team does the same work a second time.

In Rapitek CRM every institution joining the network is a separate account record, and the project links those accounts under a single opportunity; who holds which role sits in a field on the contact records. Proof of concept, pilot and production are separate stages, and the exit condition of each stage is written into a field on the record. The resolution note for recurring technical questions is written onto the case, so the answer given to the next institution is read from the same records.

The scope of the plans and the items priced separately are written on the pricing page.

Frequently asked questions

How do we track several institutions joining the same network in a single project?
Each institution is a separate account record, while the project is a single opportunity relating those accounts; which institution is waiting at which stage is read from the records under that opportunity.
Can we make the CRM talk to our own chain application or our nodes?
We build the connection to your own chain application or your nodes; there is no out-of-the-box module. The connection is written specifically for the project over the REST API covering 183 business objects, OAuth2 and webhooks; we work out its scope in the discovery meeting and share it in writing.
Can we stop a move to the next stage before the exit condition is complete?
Proof of concept, pilot and production are stages of the opportunity; the condition for moving to the next stage is written in a field on the record, and when that field is left empty the rule defined during setup stops the stage from progressing.
Which is the best CRM software for blockchain?
When choosing a CRM for the blockchain sector, you should look at sector workflows, integration capabilities, customisation options and the quality of support. You do not set up Rapitek CRM — we do: we configure the fields, stages and reports around your process in the blockchain sector, we migrate your data, and we train your team in Turkish. Before building our own platform, our team completed more than 200 enterprise CRM projects during its Salesforce years; we carry out the setup with that experience.
How much does a blockchain CRM system cost?
We keep current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you never read a different price in two places. The price is determined by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and any setup fee are worked out together in the discovery meeting and shared in writing. Rapi artificial intelligence credit and ERP integration are items priced separately.
How are CRM integrations carried out in the blockchain sector?
In a blockchain project, each of the institutions joining the network asks its own IT department about integration. If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because access and field structure on the ERP side change from installation to installation, a single button does not work the same way everywhere. The connection is built specifically for the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery meeting and share them in writing.
How does the move to a CRM system work in the blockchain sector?
We start with a discovery meeting: we work out your process in the blockchain sector together, and which fields and which stages are needed. After the meeting, we give you a date, not a range. We migrate your data, and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for blockchain?
Yes. Field and branch teams can update the customer card, notes and follow-up tasks from their phone. The application is live on both the App Store and Google Play. The web interface also works on tablets and phones. The application does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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