Make the Most of Every Single Sales Enquiry
Smart automation and mobile access will help you convert more business every day
Sales Lead Pipeline
Capture, manage and nurture your sales leads and enquires with some smart, automated assistance.
Sales Pipeline Management
Everything you need to run your business from your mobile phone or tablet
Capture the Lead
Capture all inbound leads and enquiries quickly and easily ensuring all leads are in the one place and accessible from the app or desktop. All Leads will also be automatically added to your CRM to avoid re-entry.
Notes with Voice to Text
Add notes and details to the Lead using keypad or even easier, Voice to Text. All notes are time, date and user stamped to build a history on the enquiry.
Swipe to Call, SMS or Email
Slide and click to call, sms or email the enquiry so quickly and easily. All details recorded against the lead to ensure nothing is missed.
Create custom Pipeline Stages to reflect the way your sales process works. See the status of every lead and slide and click to move the lead from one stage to another.
Convert to Quote, Invoice or Job
Slide and click to convert the lead to a quote, invoice or job with ease. The history of the lead is maintained all the way through from lead creation to invoice payment.
Automated Lead Nurture
Create customised communications that trigger automatically as your lead moves through the different pipeline stages. Send automated messages by email, or SMS to help convert more business.
View Lead Results
When viewing Leads in the App, coloured tabs show the current pipeline stage and conversion success to Quote, Job or Invoice.
Full Pipeline Visibility
The Sales Pipeline provides an instant realtime view on all of your sales leads and adjusts the value of the pipeline based on the stage of each enquiry.
Just Leads OR a Complete Business Solution
You can just use the Lead Pipeline or you can benefit from all the other included business solutions.
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you.
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date.
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.