Sales CRM
Every lead in your CRM. No lead lost.
Follow-ups, gated stages and reminders run by themselves. You keep the final say on the quote.
Included with every account. Three fields to start, no credit card.
Every lead is in your CRM the moment they ask
The customer fills out your form; their details land in your pipeline by themselves. Nothing retyped.
Follow-ups that stop lead loss
Automatic follow-ups and reminders keep every lead moving until it books or says no.
Every stage gated, every stage reminded
Group bookings and BEOs move stage by stage; a stage cannot be skipped, and automatic reminders come at each one.
Hotels: a group booking link, no training
A guided walkthrough builds the group's booking link. Simple and easy.
What else it does
| What happens | Who | Details |
|---|---|---|
| Staff build the quote, you approve it | You | Event fee, deposit, minimums, gratuity and tax on one quote |
| The customer opens the quote on their phone | Automatic | A link from your sales inbox; replies come back to you |
| Every lead by stage | Table, pipeline board and calendar of booked and pending dates | |
| BEOs, payments, customer history | In one place, on the lead | |
| Lead generation | You | One outreach list and your own e-mail template |