A CRM that tracks every lead from first contact to finished project
- Zero
- leads lost to missed follow-up
- 1 system
- replaced WhatsApp + spreadsheets
- Live
- profit margin on every project
Sales ran on WhatsApp chats, spreadsheets and personal inboxes. Leads went cold because nobody knew who should follow up next, and deals stalled where no one could see them. Nobody knew if a project made money until it was finished.
The solution,
step by step.
- 01
One pipeline from lead to project
We built one sales pipeline (lead → qualifying → proposal → negotiation → won) that shows how long each deal has sat in each stage. When a deal is won, the project is created automatically, so nobody types the details in twice.
- 02
Follow-ups with an owner and a date
A dashboard lists every open task with an owner and a due date. Morning and evening emails show what is overdue or due today, and AI suggests the next step on each lead, so no lead is forgotten.
- 03
The best leads called first
Leads are ranked by how active they have been recently, and @mentions alert the right person straight away. The leads most likely to buy get attention first.
- 04
Live profit on every project
Costs are recorded against each project as they happen, so the team sees the profit margin during the job, while there is still time to fix it.
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