AmpleoCRM is a CRM system (Customer Relationship Management) developed in Denmark for European B2B companies. It brings customers, opportunities, quotes, invoices, contracts, service cases, projects and more into a single platform — so you can stop juggling spreadsheets, email threads and disconnected tools.
The interface is organised into three areas — Sales, Service and Settings — and uses a consistent layout throughout. Once you have learned one screen, you can navigate the rest with confidence. All data and infrastructure is hosted in the EU.
When you open AmpleoCRM you are greeted by the landing page. Click Log in to reach the login screen, where you enter your email and password. You will then land on the dashboard, which gives you a quick overview of your most important data.
The first time a user logs in, their profile is created automatically. The very first user in a new organisation is automatically given the Administrator role, so you can get started right away.
On the left side of the screen you find the sidebar — your primary navigation. It lists the entities (companies, contacts, opportunities, etc.) that belong to the active area. Click an item to open its list view.
At the bottom of the sidebar you find the area switcher. Click to switch between Sales, Service and Settings. The same menu also lets you log out and view your user profile.
Companies, contacts, opportunities, quotes, invoices, contracts, products, revenue and activities.
Service cases, case types, service queues, knowledge articles and service dashboards.
General settings, user management, document templates, data import, form customization and dashboards.
The front page dashboard automatically shows the dashboards that belong to the active area. Switch area, and the dashboard updates immediately.
The Sales module covers the entire sales process from first contact to invoicing. All entities are interconnected, so you can create a quote directly from an opportunity and later convert it to an invoice.
Companies are the organisations you work with. Contacts are the individual people at those companies. A contact is linked to a company via the "Company" lookup field. Open a company to see all associated contacts, opportunities and activities gathered on the timeline.
An opportunity represents a potential deal. It has a stage (Qualification, Proposal, Negotiation, Closed) and an expected amount. The "Sales Pipeline" dashboard shows a funnel chart of all open opportunities by stage, giving you instant visibility into your pipeline health.
A quote contains lines with products, quantities and prices. Stages: Draft, Active, Won, Lost, Revised. You can generate a quote document from a template directly from the form.
Invoices follow the same pattern as quotes with lines and stages (Draft, Active, Paid, Cancelled). Invoices can be synchronised with your ERP system via the integration.
Contracts track agreements with customers with stages such as Draft, Active, Sent for Signature, Signed, Expired. If digital signing is configured (e.g. via Penneo), contracts can be sent for signature directly from the system with a single click.
Products are what you sell and can be selected on quote and invoice lines. Revenue records are imported from ERP or created manually for analysis and reporting.
The Service module helps manage customer inquiries, support tasks and knowledge sharing. All cases can be linked to companies and contacts, so the history is always gathered in one place.
A service case represents a customer's request for help. Each case has a status (New, In Progress, Waiting on Customer, Waiting on Third Party, Resolved, Cancelled), a priority (Low, Normal, High, Critical) and can be linked to a company, contact and service queue. Use the timeline to log all communication directly on the case.
Case types categorise cases (e.g. "Technical support", "Billing question"). Service queues distribute cases between teams, ensuring the right department always receives the right cases.
Internal articles with solutions and FAQ for support staff. Build your knowledge base over time to reduce repetitive inquiries.
Activities are used to log all customer interaction. There are five types:
On forms for companies, contacts, opportunities and service cases you find a timeline showing all activities in chronological order. From there you can add a quick note directly in the timeline or create new activities via the buttons at the top. The timeline also automatically shows emails tracked via the Outlook integration.
From any record you can create a follow-up — a reminder with a date and time, ensuring you never forget to follow up.
When you select an entity in the sidebar a list view opens showing all records in a table. Lists are the primary way to get an overview of your data.
Above the list you find a view selector. A view defines which columns are shown and the default sort. Click the pencil icon to customise a view:
Your own views can be deleted. System-defined views can be customised but not deleted.
When you click a record in a list a form opens. The form is the central workspace for a single record.
At the top of the form you find a command bar with action buttons. Standard buttons are Save, Delete and Cancel. Some entities have additional commands (e.g. "Generate document", "Send for signature" or "Print").
Forms can contain sub-grids showing related records (e.g. quotes on a company). All changes are logged automatically and can be viewed via the change log on the form — you can always see who changed what and when.
Under Settings → Document Templates administrators can create templates for documents (e.g. quotes, contracts, invoices). Each template is linked to an entity type and can contain merge fields that are automatically filled in from the current record — company name, contact person, amounts, etc.
From a record's form click "Generate document" in the command bar. Select a template, preview it, and download the document. Generated documents are automatically saved on the record, so you always have a history.
Files can be uploaded and attached to records via the document section on the form. All common file types are supported.
Switch to the Settings area via the area switcher. Viewing settings requires at minimum the Manager role; making changes requires the Admin role.
| Company name | The organisation's name displayed in the system. |
| Default language | The default language for new users (Danish or English). |
| Default currency | The primary currency (DKK, EUR, USD, GBP, SEK, NOK). |
| Default VAT rate | VAT percentage used as default on quotes and invoices. |
| Time zone | The organisation's time zone for date display and calculations. |
| Fiscal year start month | Used to calculate fiscal periods in dashboards and reports. |
Configured under settings. Choose provider (e.g. Penneo), environment (sandbox/production) and enter API keys. After that, contracts can be sent for digital signature directly from the form.
Under User Management administrators can view all users, change display name and role, activate/deactivate and create new users.
user |
Can read all data and edit own records. |
manager |
Like User, plus access to configuration and settings. |
admin |
Like Manager, plus user management, data import and full configuration access. |
Under Settings → Entity Customization administrators can customise the layout for all entities, so the system fits your workflows.
You see a list of all entities with a toggle to show/hide them in the navigation. Click Customize to open the form builder.
You can customise:
Use "Reset to defaults" to restore the default layout.
Under Settings → Dashboards you can create custom dashboards shown on the front page. Use them to visualise the KPIs that matter most to your business.
Each component is a chart based on data from the system. For each component you choose:
| Title | The heading shown above the chart. |
| Chart type | Line chart, bar chart, donut chart, KPI number, etc. |
| Width | Half width (1/2) or full width (1/1). |
| Entity type | Which data to use (e.g. Opportunities, Service Cases). |
| Group by | The field data is split by (e.g. stage, priority, owner). |
| Value field | The field that is counted or summed. |
| Aggregation | Count, Sum, Average, Min or Max. |
| View filter | Optional: use an existing view to include only specific records. |
The Projects module lets you plan and track projects directly in CRM. Projects can be linked to companies and opportunities, so you maintain the full picture.
A project contains tasks with start and end dates, assignee, status and priority. Tasks can be organised into phases and displayed in a Gantt chart that gives a visual overview of the timeline.
Assign team members to tasks and track time spent. Dashboards show workload per employee and project progress.
AmpleoCRM integrates with Microsoft Outlook via an Outlook add-in. The add-in lets you track emails to CRM records without leaving your inbox.
When you open an email in Outlook, the add-in shows matching contacts and companies from CRM. With one click you track the email, and it appears on the record's timeline as an email activity with subject, sender and recipient.
You can also send emails directly from AmpleoCRM via the activity form. The email is automatically logged on the timeline.
AmpleoCRM has a built-in AI assistant based on Mistral, running in the EU. The AI assistant helps you work smarter by analysing your data and suggesting actions.
With contact forms you can capture leads directly from your website. Embed a form on your site, and enquiries flow automatically into AmpleoCRM as new records — ready for follow-up.
Print forms, dashboards and lists directly from AmpleoCRM. Ready for meetings, documentation or archiving - without extra tools. Click Print in the command bar on a form or use the browser's print function on lists and dashboards.
AmpleoCRM has a full REST API that gives programmatic access to all data. The API is used by the Outlook add-in, integrations and external systems.
See the full API documentation at ampleocrm.com/api-documentation.
Switch between Danish and English via the language selector in the sidebar (under Settings). Your choice is saved automatically.
The search box in list views searches across all searchable fields (typically name, email and phone).
Fields that reference other records (e.g. "Company" on a contact) have auto-complete. Start typing to search.
If another user has changed a record while you have it open, you will be notified. You can reload and try again.
All data is isolated per organisation. You can only see and edit data that belongs to your organisation.
All changes are logged automatically and can be viewed on the form and via the API.
AmpleoCRM is responsive and works on tablets and phones, so you can work wherever you are.
Connect to e-conomic, Dynamics 365, NAV/BC, Office 365, Google Workspace and many more via settings.