Every lead has an owner, a next step and a deadline.
Capture, response tracking, follow-ups and the deal desk — on the same customer record that dispatch, collections and service use. The pipeline is measured from documents, not from memory.
Customer records are shared with sales, dispatch, collections and after-sales — one party master, no duplicates.
- Lead response times
- Deal desk
- Win / loss reasons
- Forecast accuracy
From a raw enquiry to an invoice, in one thread.
Twenty-three CRM modules, plus the sales documents they hand off to — so the history of a customer is in one place instead of four.
Capture and respond
5Who came in, who answered, and how fast.
- Leads
- Leads Picker
- Lead Response Board
- Unworked Leads
- Lost Lead Recovery
Work the relationship
7The customer record, the follow-ups and the calendar.
- Customers
- Customers Map
- Followups
- Followup Central
- Office Calendar
- Partners
- Organization
Pipeline and deals
5Deals by stage, worked one at a time when they get big.
- Opportunities
- Board of Opportunities
- Deal Desk
- Deal Response Board
- Funnel View
Forecast you can defend
4What was promised, what happened, and why.
- Close-Date Truth
- Win / Loss Review
- Target Analytics
- Momentum
Demand and proposals
4Marketing that can be attributed, offers that can be tracked.
- Proposals
- Campaigns
- Visitor Logs
- Web Visitors
Straight into documents
4A won deal becomes a quotation, an order and an invoice without re-keying.
- Quotations
- Orders
- Invoices
- Collections
Six steps, and none of them are ‘ask around’.
- 01
Capture
A lead arrives from a call, a visit, a campaign or the storefront, and is assigned an owner immediately.
- 02
Respond
The response board shows first-response time per lead, so unanswered enquiries are visible the same day.
- 03
Qualify
A lead that is worth working becomes an opportunity with a value, a stage and an expected close date.
- 04
Propose
The proposal carries products, pricing, terms and validity — a versioned document, not a PDF on someone's desktop.
- 05
Convert
Won work turns into a quotation, an order, a dispatch and an invoice on the same customer record.
- 06
Learn
Close dates and win/loss reasons are recorded honestly, so next quarter's forecast is a number rather than a hope.
Three things that leak revenue quietly.
Leads nobody called
The unworked-leads list and the response board make silence visible — the lead that was never contacted is the cheapest revenue you are losing.
Follow-ups that died
Follow-ups carry a due date and an outcome, and Followup Central shows the manager every open commitment across the team.
Forecasts that were never true
Close-Date Truth compares the promised date with the actual one, so optimism shows up as data instead of as a surprise.
What sales teams ask first.
How is this different from a standalone CRM?
The customer record is the same one that sales, dispatch, collections and service use. A won deal does not have to be re-created in the ERP, and a customer's credit position is visible while the deal is being worked.
Do we get lead response tracking?
Yes. Leads carry an owner and a first-response time; the response board and the unworked-leads list make slow or missing follow-up visible to a manager the same day.
Can we see why deals are lost?
Yes. Win/loss review captures the outcome, the competitor and the primary reason, which is what makes win rate comparable between people, products and segments.
Does it cover field visits?
Visit and beat tracking live in the Field Sales area, on the same customer records — CRM tracks the pipeline, field sales tracks the coverage.
Can marketing be attributed?
Campaigns link to the leads they produced, and web visitors show what was viewed before an enquiry, so cost per lead is measurable.
See the pipeline with real records in it.
Open a demo business with leads, opportunities, follow-ups and quoted deals already populated — or ask us for a walkthrough with your own sales structure.