01
Lead capture
- Website forms, referrals and source tracking
- Salesperson assignment and contact history
- Duplicate checks and next-action dates
Professional
Sales CRM
Organise sales enquiries, customer records and next actions.
Business websiteManagement workspaceCustomer & team access
A connected system for your website, your team and your everyday work.
Explore solution preview ↗Request a business visit ↗YOUR BUSINESS WORKSPACE
Sales CRM: inside the system.
Connected modules8
Business websitePlanned
Team accountsRole-based
Work register
Sample records| Record | Workflow | Owner | Status |
|---|---|---|---|
| SAMPLE-101 | Lead capture | Sample team | In progress |
| SAMPLE-102 | Sales pipeline | Sample team | Review |
| SAMPLE-103 | Proposals & deals | Sample team | Scheduled |
No matching sample records.
Website + operational workspace
Customer-facing pages, team access and business workflows, planned together.
Lead capture
Module scope- Website forms, referrals and source tracking
- Salesperson assignment and contact history
- Duplicate checks and next-action dates
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
Sales pipeline
Module scope- Configurable stages and qualification checklist
- Calls, meetings and follow-up reminders
- Lost-deal reasons and conversion records
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
Proposals & deals
Module scope- Requirement notes and quotation revisions
- Approval workflow and agreed scope
- Order handover and promised-date records
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
Customer management
Module scope- User contacts and activity timeline
- After-sales tasks and renewal follow-ups
- Salesperson and source-wise conversion reports
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
Website, content & enquiry forms
Module scope- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
Accounts, roles & approvals
Module scope- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
Owner reports & business visibility
Module scope- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
Setup, training & ongoing care
Module scope- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
Access matched to responsibilities
Records, approvals and visibility are configured for the people who use this module.
A proposed solution walkthrough, not a running user system. Final modules, integrations and delivery are confirmed in your written scope. Payment, SMS, WhatsApp, courier and other third-party services require their own provider access and charges.
Prefer to talk online? Google Meet is available in every location, even where a partner is present. Book an appointment; our team will confirm online or offline arrangements with you.
FROM YOUR WEBSITE TO YOUR DAILY WORK
Explore every module.
02
Sales pipeline
- Configurable stages and qualification checklist
- Calls, meetings and follow-up reminders
- Lost-deal reasons and conversion records
03
Proposals & deals
- Requirement notes and quotation revisions
- Approval workflow and agreed scope
- Order handover and promised-date records
04
Customer management
- User contacts and activity timeline
- After-sales tasks and renewal follow-ups
- Salesperson and source-wise conversion reports
05
Website, content & enquiry forms
- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
06
Accounts, roles & approvals
- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
07
Owner reports & business visibility
- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
08
Setup, training & ongoing care
- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
A connected solution, scoped for your business.
We agree which website, management, user and team modules you need, map your current work, then plan configuration, training and support. These are proposed capabilities, not a claim that every imported project already contains them.
Your core workflows
Lead recordsFollow-up tasksSales pipeline
UNDERSTAND BEFORE WE BUILD
A conversation about
your everyday work.
Where do new enquiries arrive?
How do you track next follow-ups?
From discovery to a working system
- Request a preferred visit date and share your business address.
- Our team confirms partner availability and the appointment.
- Your partner maps the current workflow and your priorities.
- We agree on scope, build the solution and coordinate training and support.
A request is not a confirmed visit. Availability, scope and timelines are agreed with you first. No local office is implied.
Let's plan your solution ↗