Turn more enquiries into customers with a pipeline your team actually keeps up.
Enquiries arrive by web form, email and phone, and the follow-up lives in someone's head until it is forgotten. With one pipeline, every lead lands in the same place with its next step and a due date, a company name is turned into a full profile automatically, the warm leads are scored to the top, and the owner can see what is likely to close this month without asking round the room.
- Every lead from every source in one pipeline
- Company profiles filled in and leads scored automatically
- A next step with a date on every lead
Start the first call knowing who the company is, what they do and how likely they are to buy.
A website form gives you a name and an email address, and the first call is spent asking what the company does, while the enquiry that was ready to buy waits behind three that were not. Enrichment does the homework before anyone picks up the phone: the website, phone number, industry, size and revenue are filled in on the lead, with the pages they read before they wrote. Each lead is then scored on how leads like it have closed for you before, by source, region, size and stage, and handed to the right team by the rules you set, so the warm ones are called first and nothing sits unassigned.
- Website, phone, industry, size and revenue filled in on the lead
- A probability to close, learned from your own won and lost history
- Leads assigned to teams and people by rule, automatically
- Duplicates spotted and merged
Every lead carries its next step, so the day opens on what is due and nothing waits in someone's memory.
The lead that went cold usually went cold because the follow-up was in someone's head. Here every lead has a next activity, a call, an email, a meeting or a site visit, with a date and an owner, and finishing one proposes the next from the sequence you sell by. Each person opens the day to the list of what is due, overdue ones first. Emails sent from the lead and the replies that come back are kept on it, with templates for the follow-ups you send every week, so the whole conversation is there when the deal closes and when the next person picks it up.
- A next activity on every lead, with the overdue ones shown in red
- The next step proposed from your own sales sequence
- Emails in and out kept on the lead, with templates
- The same pipeline on the phone between visits
See what will close this quarter, which team is on target, and why the deals you lost were lost.
Ask how the quarter looks and you get a feeling, not a number, and nobody remembers why the big one went to a competitor. Here every opportunity carries its expected revenue, its probability and its expected closing date, so the forecast by month is a sum rather than a guess, and each team sees its pipeline against its target. When a deal is lost the reason is picked from your list, too expensive, went with another supplier, no budget this year, so after a quarter you know which objections cost you most and which sources and salespeople win most often.
- Expected revenue by month, weighted by probability
- Sales teams with their own pipeline and target
- Lost reasons recorded on every lost deal
- Win rates by source, team and salesperson
When the customer is ready, the quote is one click away and already has their name, their prices and the right lines on it.
The handover from conversation to quote is where details get lost: the contact retyped, the wrong price, the scope from the call forgotten. A qualified lead becomes a quotation from the lead itself, with the customer, their pricelist and the template for that kind of job already filled in, and the quote, the order and the invoice stay linked to the opportunity. The win is recorded when the customer signs, and the revenue in the pipeline turns into revenue in the books.
- A quote from the lead, with the customer and prices filled in
- Quotes and orders linked to the opportunity
- The deal marked won when the customer signs
What it is for
From the first enquiry to the signed quote.
One pipeline
Website forms, inbound email, calls, chats and referrals in the same stages, so nothing lives in a second list.
Lead enrichment
The company profile, contacts and web activity filled in automatically, so the first call starts with context.
Lead scoring
A probability on every lead, learned from what you have won and lost, so the warm ones are called first.
Scheduled follow-ups
Calls, emails and visits scheduled on the lead, with the overdue ones in red.
Forecast
Expected revenue by stage and by month, and each team against its target.
Won and lost analysis
The reason on every lost deal and the win rate by source, so you learn what works.
Email on the record
Sent from the lead and received on it, with templates for the follow-ups you send every week.
Lead to quote
A won lead becomes the quote with the contact and the lines already filled in.
Send campaigns to the right customers from the records you already have, and measure them in orders.
The newsletter goes to the people on your customer records, picked by what they bought and when. Opens, clicks and unsubscribes land back on the same record, so no list drifts from the truth and nobody is emailed twice.
- Segments built from the records, not a spreadsheet of addresses
- Opens, clicks and unsubscribes back on the contact
- Order confirmations and newsletters from the same address book
- A campaign measured in orders
Related
Sales
Quotes, orders, deliveries and invoices from one record, so nothing is typed twice.
See salesCustomer support
Live chat and tickets with the customer's history beside them.
See customer supportEmail marketing
Campaigns to the right customers from your own records, measured in orders.
See email marketingImplementation
CRM set up around the way your leads actually arrive and close.
On the services pageSchedule a demo.
Tell us a little about your business and what you would like to see. We walk you through how this would work for a company like yours, at a time that suits you. The first conversation is free.