10 — Service
Sales CRM
See exactly where every sale has got to.
Software that keeps track of your customers and sales in one place, for teams that have outgrown a spreadsheet. You can see every enquiry, who is handling it, what stage it has reached and what to do next. Use it as it is, or have it adjusted to the way your team already works.
- No enquiry gets forgotten
- Sales forecasts you can trust
- Set up around how your team already sells
Scope
What you get.
- One record for every customer and enquiry
- A view of every open sale and its stage
- Reminders so follow-ups are not forgotten
- Every call and email, saved against the contact
- Reports and dashboards
- Control over who sees what, and data you can export
Capabilities
What the software does.
Available to buy outright, as a monthly subscription, or built specially for your team. We quote each company separately, so there is no published price list.
Customers and open sales
- 01
Customer and lead management
One page for each company and person, with everything attached to it. No more searching through inboxes.
- 02
Track every open sale
See every sale still in progress, what it is worth and how long it has been open — on one screen instead of a spreadsheet per salesperson.
- 03
Stages that match how you sell
Name the steps of a sale after the way your team actually works, rather than accepting a standard set.
- 04
Know which enquiries are worth chasing
Mark how serious each enquiry is, so nobody wastes time on a dead one or forgets a live one.
Working the deal
- 05
Tasks and follow-up reminders
Every next step has a person and a date against it. A forgotten follow-up is usually a lost sale.
- 06
Every conversation in one place
Calls, emails and notes saved against the customer, so anyone taking over has the full story.
- 07
Routine steps handled for you
Repetitive steps — passing an enquiry to the right person, moving it along, sending reminders — happen automatically.
- 08
See how the team is doing
Who is responsible for which customers and areas, and how much each person is handling.
Insight and control
- 09
Reports on what is working
See how many enquiries turn into sales, where they came from and who closed them.
- 10
A screen for each role
Everyone sees what they need: a salesperson's day, a manager's forecast, an owner's quarter.
- 11
Control who sees what
Set what each person can see, so sensitive figures stay with the people who need them.
- 12
Your data stays yours
Bring your existing records in, and take everything out again whenever you want. You are not locked in.
Fewer lost follow-ups
Every lead has an owner and a next action with a date against it.
Sales forecasts you can trust
Forecasts based on what is actually recorded, rather than what people remember.
Faster handovers
The full history is on the record, so covering for someone or training a new starter does not begin from nothing.
Get your Sales CRM
See it working with your own sales.
The price depends on how many people will use it, and how much we change to suit your team. So we quote for each company rather than publishing a price list.
Next step
Talk to us about sales crm.
Tell us the problem and your budget or deadline. We reply within two working days.