Leads & client management
Turn every enquiry into a clear next step.
Capture prospects, contacts, conversations and commercial context before work becomes a quote.
01
Keep one customer record
Keep the information and next action visible to the people responsible for moving the job forward.
02
See the full sales timeline
Keep the information and next action visible to the people responsible for moving the job forward.
03
Move won opportunities forward
Keep the information and next action visible to the people responsible for moving the job forward.
How it works
A clearer operating rhythm.
- 01 · Capture an enquiry or quote request
Maintain one connected record so commercial and delivery decisions stay aligned.
- 02 · Qualify the opportunity and assign an owner
Maintain one connected record so commercial and delivery decisions stay aligned.
- 03 · Build the quote with the full client context
Maintain one connected record so commercial and delivery decisions stay aligned.
- 04 · Convert accepted work without re-keying
Maintain one connected record so commercial and delivery decisions stay aligned.