Lead capture
Website forms, WhatsApp, email and ad lead forms feed one pipeline.
One place for every lead, deal and follow-up.
We set up a CRM your team can use day to day. Leads from your website, calls, WhatsApp and ads land in one pipeline, so enquiries are easy to follow up.
How it works
Understand how you sell
We listen to how leads arrive and what happens next.
Design the pipeline
We agree the stages, owners and the information you want to capture.
Connect your lead sources
We link forms, ads, WhatsApp and email to the pipeline.
Import and clean contacts
We bring your existing contacts across and remove duplicates.
Train your team
Your team practises on real leads before going live.
Review and tune
We look at how it is used and adjust the stages and reminders.
Who this is for
Sales teams and owners whose leads arrive from the website, calls, WhatsApp and ads. It suits businesses that are growing and need follow-ups and reports the whole team can rely on.
The problem
Leads arrive from several places and some get lost. Follow-ups depend on one person's memory or a spreadsheet, and nobody can see where each deal stands.
What you get
Pipeline stages
Stages that match how you sell, with a clear owner for every deal.
Follow-up reminders
Activities and reminders so no enquiry goes quiet.
Quotes and invoices
Move from lead to quotation to invoice without retyping.
Reports
See your pipeline, where leads come from and what your team is doing.
Your existing contacts
We clean and import contact lists from spreadsheets or other tools.
Good fit if
A CRM works when it matches how your team sells. These are the situations we see most:
- Leads arrive from several places and some get lost.
- Follow-ups depend on one person's memory or a spreadsheet.
- You want quotes, orders and invoices tied to the customer record.
- You are growing and need reports your team trusts.
Built on Odoo
We usually build the CRM on Odoo, so the same customer record carries through sales, stock and accounting.
Common questions
Do you replace our current CRM?
We can migrate from your current tool, or work alongside it while you decide. We start from how your team sells, not from the software.
How long does setup take?
It depends on how many lead sources and stages you have. We give you a plan after a short discovery call.
Can leads from ads arrive automatically?
Yes. Lead forms and website forms can be connected so they create leads in the CRM.
Can the CRM send WhatsApp messages?
Yes, through a WhatsApp connection scoped for your needs.