Sales and CRM

The business problem

Enquiries arrive by phone, WhatsApp, walk-in and website and land in different places. Follow-ups depend on whoever remembers, quotations are rebuilt from scratch each time, and nobody can say how much business is genuinely in play.

Core capabilities

• Lead and enquiry capture from multiple sources
• Customer database with full communication history
• Quotations and estimates that convert to orders without re-entry
• Scheduled follow-ups with reminders and ownership
• Sales pipeline by stage, value and owner
• Campaigns and bulk customer communication

How we deliver it

Customisation

Pipeline stages, quotation templates, follow-up cadences and lead sources are all configurable to how your team sells.

What to have ready

Most of what decides whether this works is settled before any software is configured.

• Your real sales stages, named as your team actually describes them rather than borrowed from a template
• A decision about what counts as a lead, so the pipeline number means something
• The channels enquiries genuinely arrive on, including the personal phone nobody admits to
• Who owns follow-up when the person who took the enquiry is unavailable

When this is not the right fit

• Your sales cycle is a single counter transaction with no follow-up — there is no pipeline to manage
• You have one salesperson who genuinely holds everything and no intention of adding a second
• You want it primarily to monitor staff activity; systems adopted for surveillance get fed inaccurate data
• Your enquiries arrive entirely through a marketplace that already manages the conversation