CRM – Campaigns, leads, enquiries, and proposals in one place
Convert faster with relationship intelligence. From first lead to repeat revenue—all in one platform.
Campaigns
Track Every Marketing Initiative
- Track all marketing efforts—digital ads, events, content, affiliates—in one place
- Set clear start and end dates to plan ahead and avoid overlaps
- Add custom fields: channel, region, UTM parameters, or any detail you need
- Link campaigns to leads or orders to judge performance and compare channels
- Organize campaigns into groups by type, product, or region
- Pull views like "all Q1 digital campaigns" without re-entering data
- Integrate with ad platforms or CRM to keep data up to date
Why it matters
Campaigns become the centre of how you measure marketing: outcomes in one place, with the flexibility to tag and slice data the way your business needs. Your campaign history becomes a valuable record of what you've tried and what worked.
Leads
Capture and Qualify Every Potential Customer
- Keep all enquiries and opportunities in one place so nothing slips through the cracks
- Store name, contact details, source (website, referral, event), and custom fields
- Assign leads to team members, add notes and follow-up dates
- Track status—new, contacted, qualified, or converted—so everyone knows the stage
- Filter and search leads by source, status, or date to prioritize and plan
- Convert lead records to clients so history stays in one place
- Move smoothly from enquiry to proposal to order and invoice
Why it matters
Leads become the starting point of your sales process: capture once, qualify in one list, and move smoothly from enquiry to proposal to order and invoice. Having one lead list makes it easy to see who needs a follow-up and who is ready to turn into a proposal or client.
Enquiries
Capture Every Request in One Place
- All product or service enquiries (from leads or existing clients) stored with date, items, and notes
- Each enquiry gets a unique Enquiry# (e.g. ENQ-00066); view date, branch name, and who it's for
- Add products or services, quantities, and additional notes so enquiries are ready to quote
- Track status: AWAITING-QUOTE, QUOTED, CONFIRMED—see progress at a glance
- Filter and search enquiries by status, date, branch, or lead
- Create a proposal from an enquiry in one click so you respond faster and don't lose deals
Why it matters
No enquiry forgotten, faster quotes, and a clear path from enquiry to proposal. Your team sees the full list with Enquiry#, date, branch, contact, items, and status in one place.
Proposals
Professional Quotes That Convert
- Create and send professional quotes to customers with ready-made layouts
- Each proposal gets a unique number (such as PROP-2025-001) for clear paper trail
- Add line items for products or services, apply taxes and discounts
- System calculates total and shows it on the proposal
- Send proposals straight from the app by email with delivery tracking
- Convert proposals to orders or invoices in one step when accepted
- Set payment terms and legal text once in settings for consistency
Why it matters
Proposals bridge the gap between "we quoted this" and "we invoiced and delivered it," so you spend less time on admin and more on closing deals. The link from proposal to order to invoice keeps the thread intact for reporting and reconciliation.
Ready to sell smarter?
Campaigns, leads, enquiries, and proposals—all in one place. Join thousands of teams closing deals faster.