Keep Every Customer and Every Deal in View
Know every customer. Follow up every lead. Win back the ones drifting away.
- Works with WhatsApp, email and web
- Connects to your accounts and stock
- WhatsApp chats
- Phone calls
- Walk-ins and visits
- Contact spreadsheets
- Sales pipeline
- Quotes and invoices
- Service requests
- Follow-up reminders
- Loyalty and campaigns
- Managing director / CEO
We don’t really know our customers. Good deals slip away and nobody can tell me why.
- Head of sales
When a sales rep leaves, their customers and contacts leave with them.
- Sales manager
Leads come in on WhatsApp, calls and email, and half of them never get a follow-up.
- Customer service manager
Customers call twice about the same problem because nobody can see what we promised them.
- Marketing manager
We have thousands of customers but no idea who to call back, or what to offer them.
Does any of this sound familiar?
You are not alone.
Most growing businesses hit these same walls. Each one has a practical fix.
See how we fix itCloser to every customer, from first enquiry to repeat order.
- Customer records
Know every customer by name, history and value
Every contact, order, call and complaint in one place, so anyone on your team can pick up where the last person left off.
- Sales pipeline
See every deal, and what it needs next
Each opportunity has an owner and a next step, so promising deals don’t quietly go cold.
- Follow-up reminders
Follow up on every lead, on time
Reminders tell your team who to call and when, so no enquiry is left waiting.
- WhatsApp, email and web
Answer customers where they already talk to you
WhatsApp, email and web enquiries land in one place, with the customer’s full history beside them.
- Quotes to invoices
Go from quote to invoice without retyping
Quotes become orders and invoices in a few clicks, linked to your accounts and stock.
- Loyalty and campaigns
Bring customers back before they drift away
See who’s slowing down and reach them with the right offer, while they still care.
How we get you there.
- Step 1
Map
We map how customers find you, buy from you and get help, team by team.
A sales and service journey your teams sign off - Step 2
Design
We shape pipelines, screens and reminders around how your teams actually sell.
A system your teams will want to use - Step 3
Migrate
We move your existing customer records across and clean them up, duplicates included.
One clean customer list - Step 4
Go live
Each team is trained and closely supported as they start working in it.
Support right through the switch-over
Everything we build is yours.
When we hand over, you own all of it: the system, the data and the know-how.
- A sales and service journey map, signed off by your teams
- The system, with user roles
- Your existing customer records moved across and cleaned
- Pipeline and customer reports
- Documentation and training for each team
- Close support after go-live
Ready to know every customer?
Start with a Discovery. We map how your customers find you and buy from you, and give you a clear plan.