Modules
CRM
Leads, follow-ups, and quotations stay visible to the whole business — not stuck in one salesperson's notebook.
Leads
Capture leads the moment they come in
Capture and track leads from first contact through to conversion.
Follow-Ups
Never let a follow-up go cold
Schedule and log follow-ups so no lead goes cold from being forgotten.
Activities
Keep a timeline of every conversation
Keep a timeline of every call, site visit, and conversation tied to a lead.
Customer Management
Keep customer details in one place
Maintain customer records and history in one place, not scattered across notebooks and phones.
Quotations
Send and track quotations in one place
Send quotations to prospects and track their status without leaving the CRM.
Lead Conversion
Convert a won lead straight into a project
Convert a won lead directly into a project, carrying its details forward.
From First Enquiry to Signed ProjectBook a Demo
Complete Sales Visibility in One Place
Track leads, follow-ups, and quotations from first contact through to a converted project.
Fewer leads going cold
A shared view across your sales team
A clean handoff from sales to project