Solution

A pipeline that fits how your team actually sells

Lead capture, follow-up reminders, quotes and a sales pipeline built around your real sales process — not a rigid template you have to work around.

A pipeline that fits how your team actually sells
What's included

What's included

Lead capture, follow-up reminders, quotes and a sales pipeline built around your real sales process — not a rigid template you have to work around.

Lead capture

Leads captured from your website, WhatsApp and social channels into one pipeline.

Follow-up reminders

Automated reminders so leads don't go cold waiting on a manual follow-up.

Quotes & proposals

Quotes generated and tracked from first contact through to signed deal.

Team pipeline view

A shared view of every deal in progress, by stage and by salesperson.

Sales reporting

Conversion rates, deal velocity and rep performance reporting.

ERPNext / accounting integration

Deals that convert flow straight into invoicing and accounting.

Not a generic pipeline you have to adapt to
Built for how you sell

Not a generic pipeline you have to adapt to

Off-the-shelf CRMs often assume a sales process that doesn't match how your team actually closes deals — especially when WhatsApp and phone calls do most of the real selling.

We configure the pipeline stages, quote formats and follow-up cadence around your existing process, and connect lead sources you already use.

  • WhatsApp and phone-based sales workflows supported, not just web forms
  • Quotes and invoicing connected to ERPNext where relevant
  • Manager-level reporting on conversion and deal velocity
How we work

How we deliver this solution

A clear, staged approach from discovery to go-live.

01

Sales process mapping

We map your actual sales stages instead of forcing a generic pipeline.

02

Configuration

We configure the CRM — pipeline stages, quote templates, automation rules.

03

Integration

We connect lead sources: website forms, WhatsApp, social ads.

04

Team onboarding

We train the sales team and set up manager reporting views.

FAQ

CRM & Sales Software — frequently asked questions

Still have questions? Talk to our team →

Yes, WhatsApp lead capture is a common configuration for our clients.

Yes, closed deals can flow directly into ERPNext for quoting and invoicing.

Yes, manager-level reporting on conversion rates and deal velocity by rep is included.

We can configure an existing open-source CRM or build a lightweight custom pipeline, depending on your needs and budget.
Related

Related pages

Ready when you are

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