- Who it's for
- B2B sales teams, agencies, contractors and service businesses that sell through quotes and follow-ups.
- Platforms
- Timeline
- First release in about 6–10 weeks
- Matching package
- Work out the Custom System price
Every lead in one place
Leads from your site form, WhatsApp and manual entry land in one list.
A pipeline with your stages
Move leads between stages and see the potential value at each stage and who owns it.
Follow-up reminders
Every lead has a next follow-up date, so nothing slips through.
Quotations
Build quotes from your product and price list, send them as a PDF and track their status.
The problem it solves
Leads arrive from WhatsApp, Instagram and the website form, then scatter across each salesperson's phone. Follow-ups slip, quotations are rebuilt from scratch every time, and when someone leaves, their contacts leave with them.
We build a CRM around your own sales stages, not the default stages of an imported tool you never use.
Typical features
Every lead in one place
Leads from your site form, WhatsApp and manual entry land in one list.
A pipeline with your stages
Move leads between stages and see the potential value at each stage and who owns it.
Follow-up reminders
Every lead has a next follow-up date, so nothing slips through.
Quotations
Build quotes from your product and price list, send them as a PDF and track their status.