Modules
- Lead capture, ownership, and stage-based pipeline tracking
- Quotation, invoice, and collection visibility
- Support ticket routing with SLA tracking
- Operational dashboards for leadership and team execution
Business CRM
Lead, invoice, support, and dashboard workflows for growing teams.
Who It Is For
- Service businesses with distributed sales teams
- Operations heads managing handoffs across teams
- Founders requiring clean revenue and support visibility
Implementation Timeline
- Week 1: Sales and support process audit
- Weeks 2-3: CRM stages, invoice flow, and SLA setup
- Week 4: Team onboarding and acceptance testing
- Week 5+: Production rollout with optimization sprints