From first contact to contract, without losing a single opportunity
Each customer with their service addresses, contacts, contracts, documents and invoices in one record. And a sales pipeline for new enquiries: who called, what they asked for, when to call back and which quotation went out.
30 days free · No card
What it includes
Customer record
Service addresses with their contact, areas to treat and notification emails; contracts, appointments, jobs, sales and documents.
Import from Excel
Upload a CSV or an Excel file, review the preview with the errors and the duplicates by Tax ID, and confirm.
Customer map
Your customers on the map, so you can see the areas where you work.
Sales pipeline
Opportunities by stage: new, contacted, visit, quotation sent, won or lost, with their estimated value.
Next action
Each opportunity with its next action, its date and its person responsible, which shows on the dashboard when it is due.
Linked to the quotation and the contract
When you create the quotation or the contract from the opportunity they are linked and the stage advances by itself.
Reasons for loss
Price, competition, no reply… The conversion report tells you where they slip away.
Legal documents with the customer
Terms of service and data processing agreement, signed on screen or via a link.
Sales history
Calls, emails, visits, notes and stage changes for each opportunity, with who and when.
Everything about a customer on one screen
The address in the invoicing software, the contract in a folder and the certificates in your email: to answer a call you have to open three places.
The record brings together the customer’s service addresses, contacts, contracts, appointments, work documents and invoices. From it you create an appointment, a quotation, a contract or a job with the data already filled in.
- Several service addresses per customer
- Inactive customers with no reminders, renewals or fees
- Search by name, Tax ID, document or address
- Preview of what the customer sees in their private area
A pipeline for quotation requests
Calls from new customers are jotted down on paper, the quotation goes out late and nobody calls back.
Each enquiry is an opportunity with its source (website, phone, WhatsApp, referral…), the service and the estimated value. It moves through stages with its history of calls, emails and visits and, when won, it is linked to the usual quotation or contract.
- Source of each opportunity, to see which channel works
- Each one’s next action on the dashboard
- Pipeline and conversion report by source
- From a customer or from a contact who is not one yet
Questions about customers and sales
Can I bring my customers over from another program?
Yes: from Excel or CSV, with a preview of errors and duplicates. If you are coming from EviSane, we also import contracts, appointments and documents: see what the switch is like.
Is the CRM paid separately?
No: the sales pipeline is included in all plans, just like the customer record and the import.
Does an opportunity have to belong to a customer?
No. It can belong to a customer or to a contact who is not one yet, with their name, company, email and phone.
Shall we go through it with your data?
30-minute demo or 30-day free trial. You choose.