Most CRMs add one more job to the sales team: write down here what you have already done. We aim for the opposite — the record should form on its own while the team simply gets on with its work.
What it solves
Requests come in by phone, by email, from the website and from trade fairs. As long as they sit in separate places, some of them quietly slip away — and it takes months to notice. The real loss is not the missed work but not knowing it was missed.
- Who owns yesterday's request, and when will someone get back to it
- What was quoted to this customer last year, and why it did not close
- How many quotes the team issued this month, and how many turned into work
We put the scope in writing from the start: what is in this release is as clear as what is not.
How we build it
First we map out your own sales steps — what states a request passes through, at what point it becomes a quote, when it counts as closed. The screens are built on top of those steps; we do not impose a ready-made sales process. A first working version is in your hands before long, and it moves forward on your feedback.
Scope
- Quote and opportunity tracking — What stage a request is at, from the moment it arrives to the moment it closes.
- Customer history and notes — Conversations, quotes and decisions build up on the customer record.
- Reminders and follow-up — A follow-up falls due to the person who owns the work; remembering is not left to individuals.
- Sales team reporting — How many requests, quotes and jobs at the end of a period; records, not estimates.
01Scope
Quote and opportunity tracking
What stage a request is at, from the moment it arrives to the moment it closes.
Customer history and notes
Conversations, quotes and decisions build up on the customer record.
Reminders and follow-up
A follow-up falls due to the person who owns the work; remembering is not left to individuals.
Sales team reporting
How many requests, quotes and jobs at the end of a period; records, not estimates.