Customer and sales management
One place with every customer, what they bought and what is still pending. So selling and following up does not depend on anyone's memory.
Does any of this sound familiar?
- Customer details live on each salesperson's phone, in emails and in different spreadsheets.
- When someone leaves the team, they take their customers' information with them.
- You do not know who stopped buying or who you should have called back.
- Quotes get lost in messages and nobody knows where they stand.
How we solve it
We start by understanding how you sell today: where customers come from, who handles them and what happens from the first inquiry to the payment. The system is built on those same steps, just put in order.
The goal is that entering information takes seconds. If a system creates extra work, the team stops using it, and then it is useless.
What it can include
- A customer record with contact details, purchase history and notes.
- Follow-up of inquiries and quotes, with a status and a date to get back in touch.
- Sales by customer and by salesperson.
- Customer account: what they bought, what they paid and what they owe.
- Reminders to reach out to customers who have not bought in a while.
- Lists you can export or send to whoever needs them.
Who it makes sense for
Businesses with several salespeople, or with customers who buy regularly, where losing track of a sale costs money.
Frequently asked questions
Is this a CRM like the ones you see online?
It is simpler. A generic CRM comes with hundreds of options that almost nobody uses. Here we build only what your team needs, so it actually gets used.
Can several salespeople use it at once?
Yes. Each person has their own login, and you can decide what each one can see and change.
Can I bring in the customers I already have in a spreadsheet?
Yes. We review the spreadsheet, clean up duplicates and import everything, so you do not start from zero.
Is this happening to you?
Tell us how you work today and we will see together what makes sense. The first conversation does not commit you to anything.