Every customer relationship in one connected record.
Full customer history
Contacts, deals, quotes, invoices, payments and tickets on one timeline.
Predictable revenue
Weighted pipeline and forecasts your management can rely on.
Faster quoting
Price lists, discounts and approvals turn quotes around in minutes.
AI assistance
Lead scoring, deal risk alerts and suggested next actions.
Win a deal, and the rest of the company knows.
The forecast updates the moment a deal is won, and the order moves to finance and the store without being typed again.
Sales pipeline, this month
Building-materials distributor
Example data
Select a deal, then mark it as won.
Hotel, Bole, tiles and sanitary ware
From first contact to loyal customer.
1Step 1
Capture
Leads from web, phone, events, referrals and campaigns.
2Step 2
Qualify
Score each lead and give it to the right person.
3Step 3
Engage
Calls, meetings, emails and site visits logged automatically.
4Step 4
Propose
Quotations from price lists with discount approvals.
5Step 5
Win
Convert to contract or sales order with terms attached.
6Step 6
Bill
Hand over to Finance for invoicing and collection.
7Step 7
Serve
Tickets, SLAs and after-sales service tracked.
8Step 8
Grow
Renewals, upsell and loyalty driven by history.
Modules
Use the ones you need. Each is adapted to your company during the design stage.
Capture every enquiry and make sure none goes cold.
Enquiries from web, phone, walk-ins and events
Lead scoring, with AI help
Automatic assignment to the right person
Duplicate clean-up
A complete profile of every customer.
Head offices and branches
Decision makers and relationship owners
Credit limits and payment terms
Documents and licences
See where every deal stands and what it is worth.
Your own sales stages
Revenue forecast by month
Alerts for stalled deals
Why deals are won or lost
Accurate, approved quotes, sent quickly.
Price lists by customer group
Discount approvals
Branded PDF quotes
Accepted quotes become orders
Built for public and private tenders.
Deadlines, documents and bid bonds
Go or no-go review
Bid tasks and owners
Results and competitor prices
Keep promises after the sale.
Complaints, requests and warranty claims
Response and resolution targets
Technician visits
Customer feedback
Reach the right customers and measure the return.
Customer segments
SMS and email campaigns
Revenue from each campaign
Event registrations
Management visibility without chasing spreadsheets.
Targets by person and team
Calls, meetings and visits
Commission
AI summaries and suggested next steps
Know your revenue before the month closes.
Dashboards read directly from live sales and service records, with no manual reports.
- Pipeline value
- Revenue forecast
- Win rate
- Time to close a deal
- Lead conversion
- Quote turnaround
- Customers lost
- Customer satisfaction
- Service targets met
Connected with
- Finance
- Invoices, receipts and credit status.
- Inventory
- Stock availability while quoting.
- Construction
- Tenders flow into new projects.
- Communication
- Email, SMS and telephony logging.
What changes for your business
- No lost leads: every enquiry has an owner and a next step.
- Reliable forecasts for management and the board.
- Faster, consistent, approved quotations.
- Higher tender win rates through structured bidding.
- Customers served on time, measured against SLAs.
Talk to us about your CRM.
We will walk through your current process and show how the system would work with your own documents and approvals.