Enquiries that go cold
A lead is captured on paper or a personal phone and the follow-up depends on memory.
- Every lead owned, dated and chased
Products
CRM & Sales
Every enquiry followed up, every quotation tracked, and a pipeline you can forecast from — instead of notes on paper and memory.
Pipelinestages
Quotationto invoice
Follow-upautomation
Open leads 143
Quotes pending 28
Follow-ups due today 17
Win rate 31%
What changes
Three problems CRM & Sales solves
The reasons institutions come to us — and what changes once the system is live.
Quotations that vanish
No one can say what was quoted, when, or at what price.
- Versioned quotations with approval steps
Forecasts built on hope
Management cannot see the shape of the month until it has ended.
- Weighted pipeline and conversion reporting
Modules
What is included
Switch on what you need now; the rest is a setting, not a rebuild.
Lead capture
Website, WhatsApp, phone and walk-in enquiries in one queue.
Pipeline & stages
Deal stages, owners, probability and next action.
Quotations
Templates, revisions, approvals and customer acceptance.
Invoicing
Invoices, receipts and outstanding tracking per customer.
Follow-up automation
Reminders and sequences so nothing depends on memory.
Campaigns
Email and WhatsApp outreach with response tracking.
Also included: activity timelines, document storage, task management and integration with your existing ERP.
Questions
Before you book
Can we import our existing customer list?
Yes — contacts, history and outstanding balances are imported and verified during onboarding.
Does it work for field teams?
Yes — mobile access for visits, check-ins and on-site quotations.
Can management see only their region?
Yes — role-based visibility by team, region or branch.
How is it priced?
Per user, per month, with the tier depending on automation and storage. We quote against your team size.
See it running with your own data
Bring your structure and we will populate the same screens with it, in a 45-minute session.