Demos · Sales CRM
A consultancy's sales back office: 270 leads and every call to them, the day's tasks and who has done them, attendance worked out from the work itself, then the clients, agreements and payments. See it as the owner, a manager or a salesperson.
Sound familiar?
Each person's calls are counted against the call tasks they were given, connected and not.
Attendance is worked out from each person's tasks: a full day from 75% done, a half day from 50%.
Switch between the owner, a manager and a salesperson to see what each one works from.
What you get
Leads, active clients, projects, agreements waiting and the month's revenue, at a glance.
Who called, who answered, what was said, and the follow-ups and meetings that came of it.
Tasks, calls, reports, completion and attendance for each person, side by side.
What was agreed, its value and expiry, then every invoice and how it was paid.
Inside the demo
12 things you can click through today, in plain words. Yours can have all of them, or only the ones you need.
Leads move from new to contacted, qualified, proposal and won.
The leads list shows who has each lead, when they last spoke and when to call next.
Attempted, connected, no answer, follow-ups, qualified and meetings booked, for each salesperson.
The call log keeps when, who, which lead, how it went and what was said.
A full day from 75% of the day's tasks done, a half day from 50%, with a manager's correction.
Each person writes up their day beside the conversations, notes, meetings and tasks they did.
Work completed and what is going on today, across the whole team.
What each person has been given, for which client, when it is due and how far along it is.
Each agreement's value, status, start and expiry, drafted and tracked in one list.
Every invoice with its amount, due date, payment method and status.
Projects show their progress and status, so the ones at risk stand out.
Meetings in a shared calendar, and the team's documents in one place.
Operationally accurate
A day counts as full from 75% of its tasks done and as half from 50%, and a manager can correct it.
Each person's calls are counted against the call tasks they were given.
From this demo to your system
Same idea, shaped around your business: your stages, your words, your rules.
A short call about your business, your rules and the tools you use today. You get a free quote.
A written plan of every screen and rule, so you know exactly what you are getting.
A working demo of your own system, like this one, so you can steer it as it grows.
Most systems are live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running, with free patent-pending AI governance included.
Questions
Yes. The demo switches between the owner, a manager and a salesperson. We set your team's roles in the written plan.
Agreements are drafted and tracked today. How they get signed, through an e-signature service or the system's own record, is a choice we make with you.
Most systems go live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running.
Where a system uses AI, the patent-pending firewall swaps client details for tokens before any model reads them.
The system drafts, and a named person releases every message.
Refusals, overrides and exports land in a log nobody can quietly edit.
Keep exploring
Enquiries, patients, appointments, consent, photography and stock for an aesthetics clinic. The overview shows what today needs, who is owed a call back, and which messages …
Enquiries, clients, the diary, bills and services for a firm of solicitors, with the conflict register, due diligence and client account in the same place.
Submissions, people and clients, interviews, invoices and the rate card for a recruitment agency, with right-to-work checks and references tracked alongside every placement.
We'll show you what it could look like, measured to fit before anything is built.
