Built for the way SMB sales actually works.
No ten-step onboarding, no admin black hole. Just the columns and rules your team will actually use.
Auto-imported leads
Pulls in enquiries from Chat Bot, web forms, and a forwarding inbox. Nothing gets lost in someone's WhatsApp.
Stages tuned for SMB
Not 14 fields and a forecast spreadsheet. Just the columns that map to how your team actually closes.
Follow-ups on autopilot
Cooldowns per stage. If a lead goes quiet, the CRM nudges them or pings the owner — your call.
Owner alerts
When a lead hits Proposal or Won, the right person gets pinged on Telegram or Slack instantly.
Full chat context
Every Chat Bot conversation lives on the lead record. No more 'who said what' Slack searches.
Reports on one screen
Win rate, time-to-close, source attribution. CSV export anytime if you outgrow the dashboard.
From scattered enquiries to a clean pipeline in one week.
A focused build process — no months of meetings, no over-engineered rollout.
- Step 01
Map your sources
Chat Bot, web forms, forwarding inbox, WhatsApp number — wherever your enquiries land today.
- Step 02
Design the pipeline
We pick stages and rules with you in one short call. No boilerplate templates.
- Step 03
Test with live leads
Send a few real enquiries through and tune cooldowns, owners, and alerts before going live.
- Step 04
Go live & iterate
We deploy, hand over, and review monthly to keep stages and follow-ups sharp as you grow.
Built for teams that already have leads — just no system.
If enquiries live across WhatsApp, inboxes, and someone's Notes app, the CRM pays for itself in the first month.
Tuition centres tracking enrolment from first enquiry to first lesson.
Agencies and consultancies running RFQ and proposal cycles.
Small sales teams handling deal pipelines under six-figure ACV.
Contractors and installers quoting jobs across multiple channels.
Common questions
Is this a Salesforce replacement?
No — and that's the point. It's tuned for SMB teams under ~10 sales people. Your data exports cleanly in CSV if you ever outgrow it.
Can I customise the pipeline?
Yes. Stages, fields, owner-routing, and follow-up rules are all configurable. We tune them with you, not from a template.
Does it work without the Chat Bot?
Yes. Leads can come from any source — forms, inbox forwarding, WhatsApp, manual entry. The Chat Bot integration is a bonus, not a requirement.
How do auto-follow-ups work?
You set a cooldown per stage. If a lead goes quiet past that window, the CRM either sends a scheduled message to the lead or pings the owner — your choice per stage.
Can I see reporting?
Built-in dashboards for pipeline health, conversion, time-to-close, and source attribution. Export to CSV anytime.
Ready to stop losing leads in WhatsApp threads?
Tell us where your enquiries land today and how your team currently follows up. We'll come back with a recommended pipeline, timeline, and quote.