Leads & sales pipeline
Live
Every enquiry in one pipeline, with a daily “Today” list of who to call and what is due.
Solves: Enquiries scattered across phone, WhatsApp and email go cold.
Capabilities & notes
- Pipeline by stage with drag and undo
- “Today” view with one-tap contact
- Visits and activity history
- Spreadsheet import of existing leads
Note: No inbound web-form or email-to-lead capture yet.
Lead to project, without retyping
Live
A won lead becomes a client, a property and a project in one step — contacts are matched, not duplicated.
Solves: The same client is typed into three different tools.
Capabilities
- Contact, client and property carried into the project
- Duplicate detection and merge
- One client record across every project
Clients, contacts, companies & properties
Live
A clean directory with a 360° view of each client and property, and safe merging of duplicates.
Solves: Client history lives in people’s heads and inboxes.
Capabilities
- Client and company records
- Property records linked to projects
- Merge with full traceability
B2B prospecting by area
Beta
Find architects, agencies and businesses in the areas you work, and work them through a prospecting pipeline.
Solves: Commercial and trade partnerships depend on whoever you already know.
Capabilities & notes
- Search by zone and business type on a map
- Prospecting pipeline with reasons for lost
- CSV / company-register import
- Area report
Note: Google Places mode needs a configured key; OpenStreetMap mode verified against a local test server.
Capture the first visit properly: photos, video, recorded conversation, a quick sketch plan, a checklist and a client-ready dossier.
Solves: Notes from the first visit are incomplete, so the estimate starts from guesswork.
Capabilities & notes
- Visit board with media and notes
- Recorded conversation upload
- Quick plan from the sketch
- Buyer / visit checklist and PDF
- Client presentation
Note: The AI-written visit dossier needs a configured AI provider (rules fallback verified).
Proposals with online approval
Live
Send a frozen proposal through a secure link; when the client approves, the project and its contract value are set automatically.
Solves: Quotes change after they are sent and nobody knows which version was accepted.
Capabilities
- Frozen proposal versions
- Secure client link (tampered links refused)
- Approval activates the project
- Approved proposal PDF
Clients sign in to see progress, photos, documents and notes, and to sign their contract — only their own project.
Solves: Clients chase updates by phone and messages get lost.
Capabilities & notes
- Client login with own password
- Progress, photos and documents
- Contract signing (simple electronic acceptance)
- Team preview of the client view
- WhatsApp link
Note: No online payments and no qualified e-signature yet; selections approval is partial.
Turn parts of a project — budget, plans, renders — into a designed presentation for the client.
Solves: Good work is presented in a plain spreadsheet.
Capabilities & notes
- Choose what the proposal includes
- Branded document from project parts
Note: An error reported on the deployed site has not been reproduced locally and is under investigation.
Newsletters & landing pages
Beta
Write newsletters about finished projects and offers, review them, and publish a landing page.
Solves: Past clients and prospects never hear about your best work.
Capabilities & notes
- Editor with project templates
- Review step before sending
- Public landing page
- Subscribers and unsubscribe
Note: Sending by email requires the email provider (Resend) to be configured; verified in demo mode.
Website enquiry forms into the CRM
Planned
Enquiries from your own website created directly as leads.
Solves: Website enquiries are re-typed by hand.