Every opportunity gets handled a different way.
You don’t need a CRM with a hundred fields. You need the same path to work for the next client too.
A client’s information is split between the inbox of whoever handles them, a shared folder and a payments sheet. When that person is out, piecing together where the deal stands takes half a morning.
What changes in your week
- Every opportunity takes its own path
- One repeatable process from first contact
- The information depends on who handled the client
- A record anyone on the team can open
- Payments get checked when someone asks
- Balances and due dates always up to date
Lo que deja de estar repartido
- Your client base
- Business documents per opportunity
- Approvals and signatures
- Payments, balances and due dates
An inquiry comes in through the website. The client is added, the proposal goes out with the usual structure and is signed through a link. The deposit is logged and, when the client asks how to pay the rest, the payment link is sent again.
Start where it hurts most.
You don’t have to set up the whole process on day one. One well-sent document already changes the conversation.
Start free