CRM & lead management.

Every enquiry. Followed through.

Stop losing enquiries in notebooks, chats and spreadsheets. We build a CRM around your sales process: where leads come from, who owns them, what the next step is and what was promised, with a mobile app for the team in the field.

Discuss your requirements

The everyday work.
In one connected flow.

Choose the modules that fit. We configure the details and build the connections your business needs.

01 /

Lead capture

Bring enquiries from website forms, phone calls, walk-ins and campaigns into one list, with the source recorded.

02 /

Assignment & ownership

Route each lead to the right person or branch by rule, and see at a glance which ones nobody has picked up.

03 /

Follow-ups & reminders

Log calls, visits and notes, schedule the next step and remind the owner before it is due.

04 /

Pipeline & quotations

Move opportunities through your own stages, attach quotations and record why deals are won or lost.

05 /

Customers & history

Keep contacts, past orders, documents and conversations together for whoever speaks to the customer next.

06 /

Team reports

Compare lead sources, conversion and response time by person, product and period.

A clear way through.

  1. 01 /

    Capture

    Every enquiry lands in one place with an owner.

  2. 02 /

    Follow up

    Each next step is scheduled, done and recorded.

  3. 03 /

    Convert & learn

    See what closes, what stalls and where leads come from.

Built to fit.
Ready to evolve.

Lead sources, stages, fields, approval steps and the reports your managers need are configured for your business. Connections to telephony, messaging, email or your ERP are scoped with you.