Pipeline built on your stages
Your stages, named the way your team already names them, rather than a template you have to work around.
CRM & Lead Management
Every lead, tracked.Every follow-up, on time.
A CRM set up around how you actually sell: pipeline stages, owners, next steps and reminders, wired to the forms, calls and chats where leads come from.
See it work
See your pipeline the way your team works it.
Stages you named, an owner on every lead, and the next step written down.
New2
Marisol ReyesMR
Facebook form
Next step: call Thu
Ken AlvarezJD
Website chat
Next step: send quote
Contacted2
Grace TolentinoAP
Replied in 2m
Next step: book a visit
Ryan DizonMR
Missed call
Next step: call back
Booked2
Mara SantillanJD
Referral
Next step: confirm Fri
Owen CruzAP
Instagram DM
Next step: send address
Won1
Nina BaldozMR
Facebook form
Next step: schedule install
Owner and next step are set the moment a lead arrives.
Illustrative. Sample business.
What’s included
One place every lead lives.
Capture, ownership, follow-up and reporting, set up on the CRM that fits how you sell.
Lead capture from forms, chats and calls
New enquiries arrive as records in the CRM, whichever channel they came in on.
Owner assignment and round-robin
Every lead gets an owner as it lands, by territory, by product or by rotation.
Next-step reminders that don’t rely on memory
Each open lead carries a next step and a date, and the reminder fires whether or not anyone thought about it.
Call and message history on the lead
Calls, texts and chat threads sit on the record, so whoever picks it up next has the context.
Reports on speed-to-lead and conversion
How quickly leads get answered, and what share of them close, by owner and by source.
Setup
How we set it up.
We fit the CRM to the way you sell today, then hand it over with the rules written down.
We map how you work today
Your stages, your sources, who owns what, and where leads currently go missing.
We configure it around your rules
Fields, assignment, reminders and reports built to your definitions, not defaults.
Your team stays in charge of exceptions
Judgement calls, discounts and awkward deals stay with a person, not the automation.
Who it’s for
Built for teams whose leads outnumber their reminders.
The problem is rarely getting leads. It is what happens in the three days after one arrives.
Sales teams of 2–20
Enough enquiries that follow-up slips, not enough people to chase every one by hand.
Clinics and service businesses
Enquiries arriving on forms, calls and chat while the team is with customers.
Agencies and consultancies
Longer conversations where the next step matters more than the first reply.
FAQ
Questions we get asked.
Which CRM do you use?
We set up on the CRM that fits how you sell: Close, HubSpot, Airtable or a custom build. We do not force a tool on you, and the choice is made in discovery once we have seen your pipeline.
Can you migrate our spreadsheet?
Yes. We map the columns you actually use to fields in the CRM, resolve duplicates, and bring the history across so nothing has to be retyped.
Does it connect to our booking and payments?
It can. Bookings and payments write back to the lead record, so the pipeline reflects what happened rather than what somebody remembered to update.
How long does setup take?
It is scoped in discovery, once we have seen your stages, your data and the tools it has to talk to. We would rather quote it then than promise a timeline that does not survive your first week.
Stop losing leads to the follow-up.
Tell us how you sell today and we will map the pipeline with you.
Trusted by founders who’ve outgrown the standard