CRM systems
A pipeline that shows where deals die
A sales manager does not lack the total sales figure. They lack knowing where deals stop and why. A system that records the stage, the loss reason and the time spent at each step turns guesswork into a decision: where to coach, and which quote to reprice.
Modules
What the sales system runs
From first contact through to invoice.
Pipeline and quotes
- Pipeline stages tailored to your sales cycle
- Expected value and close probability per deal
- Quote building from a product and price list
- Discount approval above a threshold you set
- Converting an accepted quote into a sales order
Targets and measurement
- A monthly target per rep and per team
- Conversion rate between every two stages
- Average deal age from open to close
- Loss reasons as categories, not free text
- Revenue forecast based on the live pipeline
The condition for success
Pipeline data rots when updating it is a chore
A rep who spends ten minutes logging a call will stop logging within a fortnight, and from then on every report you read is wrong. So we build activity logging to take two taps on a phone, and connect WhatsApp and email so contact is recorded automatically with no manual entry.
What keeps the data clean
Reporting
What the pipeline reveals once its data is recorded
Three reports that change the week’s decision.
Where deals stall
The conversion rate between each pair of stages, showing which stage swallows deals rather than guessing at it.
Reasons for loss
A recorded category on every lost deal: price, timing, a missing feature, or a named competitor.
Deal age
How many days a deal sits in each stage, surfacing anything past the usual and needing intervention.
Questions
About the sales system
Does it issue formal quotations?
Does it connect to the accounting system?
How do we stop reps clashing over the same client?
Start here
Tell us about your project
Send us two lines about what you need on WhatsApp. We reply, book a short scoping call, then send a written plan with cost and timeline before you commit to anything.