Software Development
Manage your leads and customers from 1 platform, quickly generate and email proposals
CRM Features
Our CRM contains a lot of features designed to make your lives easier, and we are always working on new features so you can focus on other important areas of your business
Lead Management
Manage your leads in one place, and create detailed notes, proposals and tasks asscociated with those lead. Each lead status can be updated quickly, so you can see at what stage each lead is currently at.
Quickly convert your leads into customers ith the click of a button. Any notes, tasks and proposals will also be converted with that lead so you don't lose any valuable information.
CRM
Store important documents on each customers account along with and services that you provide to them. Created detailed note, create tasks and proposals and update a customers status based on your own terminology.
Add your own services as well as the rate you charge to each customer, the overall value of that total is displayed on the dashboard.
Create and send Proposals
Customise your own proposal documents by uploading your logo, a background image and a primary colour. You can then quickly and easily create PDF proposals, include a detailed description of the work provided as well as a breakdown of costs.
Once the PDF has been created you can quickly email it direct to the already selected lead or customer, that proposal will be then marked as sent.
Keep track of your Tasks
Users can view all the tasks that are assigned to them, with detailed information of the task added by the creator. The status of each task can be updated to reflect the stage it is at in your process.
Why Our Customers Choose Us
I'm been working with Dan for about 6 months now with him designing various digital marketing brochures for me. Efficient, professional and reasonable priced - a rare combination! I'm a happy customer.
I used Daniel to build me a website for my business, with the price I paid I wasn't expecting anything spectacular but he really went above and beyond, his professionalism and attention to detail was second to none, since then I have used Dan to continue growing my website plus paid for his SEO services which has helped to get my business seen online and because of this my business is flourishing.
Dan has created my website and done an amazing job! As a new business owner I needed someone who could understand my vision and my brand - and he got it to a tee. Dan incorporated everything into my website that I asked for, with no qualms or hassle. Dan has been so easy to work with, lovely to talk to, and made me feel like nothing was too much to ask for!
He's also assisted me in understanding Google Workspace, email set-up, and assisted me with other tech based queries. I'd highly recommend him for any business owner.
Book in today to have a chat
Start to put the fizz back into your digital marketing by getting in touch with us today!