All work
Sales · Sample
CRM & sales pipeline
Track leads, follow-ups and deals in one board your whole sales team uses.
Sample system for illustration. Yours is designed around your own workflow and branding.
The problem
Leads sit in inboxes and personal phones. Follow-ups depend on memory, and when a salesperson leaves, their customer history goes too.
What's included
- Drag-and-drop deal pipeline
- Follow-up reminders per lead
- Forecasts by stage and owner
How it works
- 01
A lead comes in from your website or team
- 02
It's assigned with a follow-up reminder
- 03
The deal moves through your pipeline
- 04
Owners see the forecast by stage
Customized for your business
Use it on its own, or combine it with other systems in one customized system built around how you work.
Pricing upon consultation. See all services.
Want one like this?
Free strategy call, then a free mock-up with your own branding.