Products
Customer relationship management (CRM)
Organises leads, tracks deals and measures sales-team performance to lift conversion.
One CRM system bringing leads, deals and follow-ups together instead of scattered spreadsheets and chats, with sales stages configured around how your team actually sells.
Features
- Leads and opportunities
- Sales pipeline and deals
- Tasks and follow-ups
- Team performance reports
Outcomes
- Every lead recorded and followed up instead of opportunities lost between spreadsheets and chats
- A pipeline showing each deal’s stage and next step instead of asking about it in every meeting
- Performance reports built on recorded team activity instead of estimates
How we work
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01Start
Sales-process analysis
Documenting the sales stages from first contact to closed deal as your team works today.
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02
Stages and permissions
Setting up deal stages, customer fields and user permissions around your team structure.
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03
Data migration
Moving existing customers and deals from spreadsheets or the previous system.
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04
Training and go-live
Training the sales team and its supervisors and a pilot run before full adoption.
Deliverables
- A CRM configured around your sales process
- Customer and deal data migrated from previous sources
- Performance reports ready for the team and management
- Documented sales-team training
FAQ
- Can we move our customers over from our current spreadsheets?
- Yes, migrating existing customers and deals is part of configuration.
- Can we add stages or fields specific to our business?
- Yes — we configure stages and fields around your business, and anything beyond configuration we build as custom software development.
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