Included in Essentials
Know Where Every Customer Stands
See who needs a call, who's waiting on a quote, and who's ready to buy in one organized place.
The everyday problem
Know Where Every Customer Stands
Scattered notes make it hard to know what should happen next. A simple customer pipeline turns those notes into a clear working list.
- Stages that match how you sell
- Contact history, notes and tasks
- Ownership of the next follow-up
An example in practice
A clearer next step for your customer
Your morning pipeline shows new enquiries, quotes awaiting replies and booked work. Each contact has a named owner and next action.
What we set up with you
- 01
Map your sales and service stages
- 02
Import agreed contact records
- 03
Set task and assignment rules
- 04
Train your team on keeping records current
Before we switch it on
Availability depends on your configured services and connected accounts. We confirm the setup and any usage charges before you proceed.
A few questions, answered
Related services
Your Own 24/7 AI Receptionist
Answer calls, respond to common questions, collect customer details, and help book appointments while you're busy.
An AI Assistant That Replies for You
Automatically answer customer questions through supported text and messaging channels.
Send Estimates, Invoices & Get Paid
Send quotes, collect payments through online links, and follow up on unpaid invoices.
Let's find the right setup for your business.
We confirm the scope, plan and any usage charges before you decide.