Every customer, lead and conversation in one place.
What usually goes wrong.
Leads arrive by email, WhatsApp and phone — and some are lost
Nobody knows who followed up last
Quotes are built from old documents
Product
What it looks like.
Lead
LEAD-904NewRiverside Clinic
Qualified
OPP-3318Call TueKestrel Supply
Quoted
OPP-3310$38,400Northstar Retail
OPP-3302Follow upFischer Build
Won
OPP-3290WonHarbour & Pine
How information moves.
01Enquiry
02Customer record
03Opportunity
04Quote
05Job
Real-world use · illustrative
Harbour & Pine
Every enquiry becomes a record; quotes go out the same day.
Start small. Grow when it's working.
Smallest sensible startA shared customer record and unified inbox
Connects with.
Can you work with our existing CRM?
Yes — extend it, connect it, or replace it if it no longer fits.
Can it include WhatsApp?
Yes.
Can sales use it on mobile?
Yes.