CRM project
Sales pipeline and customer follow-up system
The goal was to replace scattered customer communication and manual tracking with a clearer workflow that sales teams could understand at a glance. The CRM was structured around lead stages, follow-up reminders, quotes, and a visual view of progress from first contact through to signed business.
- Lead tracking from enquiry to contract
- Follow-up scheduling for calls, meetings and site visits
- Quote and product visibility for service-based sales
- Revenue overview for quick business performance checks