Campaigns with a funnel and KPIs
Our own CRM, in production
Your prospect has already opened what you sent. Call now.
Campaigns with a funnel and KPIs, calls, notes, agenda, opportunities and real email inside the system. And on top, the signal almost no CRM gives you: who has looked at your proposal and at what time.
Sound familiar
Think about your last important prospect. You sent the proposal on Tuesday. Since then, what do you know? Nothing. You do not know if they opened it, forwarded it to their boss, or if it is still untouched in the inbox. So you do the only thing you can do blind: you wait a week and call with the weakest line in the trade, just calling to see if you got a chance to look at it.
Meanwhile the real state of your pipeline lives scattered. Part in a spreadsheet someone updates when they remember. Part in each salesperson's inbox, where nobody else can look. And part, the worst part, in the head of whoever made the call. When that person is out sick or leaves, the relationship with that client leaves with them.
What is included
Six pieces, already built
Calls and notes on the same record
Agenda in the same place as the client
Opportunities kept apart from the noise
Email synced by IMAP straight from the server
History that catches simultaneous edits
How it works
Four steps
1
The campaign gets set up
Prospect list, funnel and the KPIs you actually watch.
2
Email gets connected
IMAP sync from the server, nobody copies and pastes.
3
Access gets split up
Each user with their own campaign.
4
The demo or proposal gets sent
And this is where the CRM starts telling you what the prospect opens and when.
Questions
Frequently asked questions
Can we see it before deciding?
Yes, and it is the only way we show it. Shared screen, the system running.
Where does the data live?
On our own server, not a third party platform.
What happens if two salespeople edit the same record at once?
The system detects it and warns instead of overwriting. The history stays.
Does email have to be entered by hand?
No. IMAP sync runs from the server itself, and the real message that was sent can be opened from the record.