Keep every relationship moving, from first hello to paid invoice.
Leads from every channel, follow-up that never slips, quotes in minutes and invoices that get paid — in the same place as the work you do for the customer.
CRM, doing the work
live- A contact, from hello to invoice
- A new contactForm, email or call
EchoFollows up
VegaBuilds the quote- RemembersYour discount rules and who gets them
- PPricing leadSigns it off
- Signed and invoicedPaid on the record
What you get
What changes with CRM
Leads from every channel, follow-up that never slips, quotes in minutes and invoices that get paid — in the same place as the work you do for the customer.
Leads from everywhere, in one list
Website forms, email, calls and imports land as leads, with duplicates caught and the source kept.
Follow-up that never slips
Crew members follow up on the schedule you set, in your tone, and tell you who is warming up.
Pipelines your way
Stages you define, deals that move, and a clear view of what will close this month and what is stuck.
Quotes in minutes
Built from your catalogue and your pricing rules, sent with a link the customer accepts online.
Invoiced and collected
Invoices, payment plans and reminders through your own payment account, with every payment on the record.
Reports without the spreadsheet
What was won, what stalled and where revenue comes from, without anyone building it by hand.
Your crew here
Crew members built for CRM
Each arrives knowing this kind of work and learns your way of doing it. Open one to see what it does in CRM — and remember you can make your own.
How it comes
On its own, or in the Everything package.
Prices are set in your agreement. A person replies to every quote request.
See CRM for yourself.
Ask Jeeraph to show you CRM and the real screens come up, with what each part is — or book thirty minutes with the people who build it.