Leads with no next contact
Nobody remembers whom to call and when.
ERP · Sales process
Sales process: from enquiry to contract, with no lost leads.
Leads are the most expensive resource and are most often lost for lack of follow-up. We organise the pipeline, quotes and contracts and connect a won deal directly to the start of the project.
What hurts
Familiar problems a custom ERP solves.
Quotes from scratch every time
An hour and a half for something that should take ten minutes.
The pipeline is a guess
Nobody knows how much is really in progress and how much will close.
A won deal starts nothing
Someone has to remember to create the project and the invoice.
What the system looks like
Six modules connected in one flow.
Contacts
Companies and people with the history of every conversation.
Pipeline
Stages, probabilities and expected revenue.
Quotes
Ready templates filled from the client data.
Contracts
Signing and deadlines with an expiry reminder.
Follow-up
Automatic tasks and reminders per deal.
Forecast
What is expected to close this month and next.
The path of work
The same information from start to finish.
Data is entered once and moves forward. Nobody retypes it.
- 1Enquiry
- 2Qualification
- 3Quote
- 4Contract
- 5Project
In practice
What it looks like inside.
We build on ready-made solutions such as Notion, Asana and monday.com. We do not write software from scratch; we organise and connect what already works well. The data on the screens is illustrative.
Notion · Asana · monday.com
Sales pipeline
Stage, value and next step for every deal.
| Deal | Stage | Value | Probability | Next step |
|---|---|---|---|---|
| Atlas Studio, website | Quote | €4 800 | 60% | Call 12 Oct |
| Nova Foods, warehouse | Negotiation | €9 200 | 80% | Contract by Friday |
| Danube Bank, portal | Qualification | €15 000 | 25% | Meeting 15 Oct |
| Veliko Build, CRM | New | €3 000 | 10% | First contact |
How we work
ERP does not have to mean heavy and expensive.
We use ready-made solutions such as Notion, Asana and monday.com and set them up around the way your company already works.
We map it
First we describe how work runs today: who does what, where people wait and where data is retyped.
We choose the base
We set up a ready-made solution you already use or one that fits your team, and connect it to your other programs.
We launch in stages
We start with one process, show a working result and add the rest once the team is used to it.
Questions
Frequently asked questions.
Do we need a separate CRM?
If you already have HubSpot or similar, we connect it. If not, we pick the simplest option that will actually be used.
How does a quote become a project?
When the quote is accepted, the system creates a project, tasks and an invoice from a template.
Is it right for a small team?
Yes, even with two people in sales. What is needed is more order, not more programs.
Related
Related pages.
Let’s look at how your company runs today.
A short conversation about what can be straightened out, connected and automated. The first conversation is free.