CRM for small business
Never lose track of a quote you sent.
Customers ask on WhatsApp, the quote goes out, and then nobody chases it. Keep every chat, quote and follow-up in one place your whole team can open, starting from the spreadsheet you already keep.
Gone quiet, 30 days
Brightside Cafe, quote sent in August, no reply since
Today's follow-ups
- Chase the Lee quoteYesterday
- Call Kopi Corner about the repair11:00am
- Confirm Thursday service with Aisha4:00pm
Six moments
Your week, from the first enquiry to the next order
01After the quote goes out
Know where every quote stands, and who owes the next message.
Set it up once: drag a customer to Quote sent and a message goes from your number, with a task to check in later in the week. If they've already replied, it doesn't send.
- Every customer on a board, by stage
- A message and a task from one move
- If they've replied already, the message doesn't go
Booked
Daniel Tan
Quote sent
Signed
02Monday morning
See which customers haven't heard from you in a month.
Customers with no chat or call in 30 days sort to the top, next to today's follow-ups. Type "call Mr Tan about the service Friday" and it's dated.
- Who's gone quiet for 30 days, at the top
- Today's follow-ups, overdue first
- Dated from what you type, like "Friday 3pm"
- Brightside Cafequote sent in August, no reply since34 days
- Mr Tanlast service in June, due again96 days
- Ong & Sonsasked about a yearly contract41 days
- Chase the Lee quoteYesterday
- Call Kopi Corner about the repairToday 11:00am
- Confirm Thursday service with AishaToday 4:00pm
03One phone, two staff
Answer every WhatsApp, without passing one phone around.
Share the number your customers already have with your team. Each person answers from their own phone or laptop, reads what was said before, and can pass a chat to whoever knows the job.
- Each person on their own phone or laptop
- The whole thread, not a forwarded screenshot
- Pass a chat to the right person
Hi Daniel, is the technician still coming on Friday?
Yes! Friday 10am for the two living room units.
Daniel
Great. Can he check the bedroom one too?
04Day one
Move off the spreadsheet in an afternoon, without IT support.
Name your stages in your own words, like Quote sent and Won, then upload the sheet you keep now. Your customers are in your list in minutes, and if anything looks wrong, one tap undoes the import.
- No retyping a single customer
- Stages in your words, like Quote sent
- One tap to undo the whole import
05Your first salesperson
Give your first salesperson a number for the week, not a guess.
Agree a weekly target and they set it as their weekly goal. Each call, visit or quote they log in one tap adds to it, so you both know by Tuesday if the week is enough.
- One tap per call, visit or quote
- Their week fills in as they log
- Their top three goals, where the team can see them
06Friday, no report
Know who's selling this week and who's gone quiet.
Everyone logs as they go, so the week's numbers are there without a Friday report. Anyone with nothing logged for 7 days lands on your Gone quiet list, and one tap sends them a cheer.
- Who's logged today, at a glance
- Flagged after 7 days with nothing logged
- No Friday report to write or chase
- Jun11 pts
- You6 pts
- Farah8 days quiet
And the small stuff, handled
Chase the quote you'd forgotten about.
Open the list, find the customer still waiting on a follow-up, and send one message before lunch.