About Sales / Marketing

Anyone who sells. It is the first page of the selling day.

Follow-ups live on sticky notes and in calendar reminders. The promised call slips a week, the prospect goes quiet, and nobody can say which leads are waiting on us.

Four quick stats: Overdue, Due Today, This Week and Completed Today. Beneath them the queue grouped by urgency: Overdue, Today, This Week, Future, and Completed in the last 30 days. A search box filters by contact name or action summary. Each action has a "log activity and schedule next" tile, so closing one follow-up and booking the next is a single step.

• Nothing owed to a prospect goes unseen. Overdue is the first number on the page and the first section in the list.
• The next step is booked when the last one closes. Logging an activity and scheduling the next action are one modal, so a lead is never left without a next date.
• A day's work, already ordered. Today, This Week and Future are the day's calls in the order they need making.

Sales, the office, and anyone who needs to reach a person at a customer, a building or a location.

People are scattered across phones, email signatures and the notes field of a customer record. The building contact for an after-hours alarm is whoever a technician happens to remember.

One grid for every person the company deals with, with a tab strip that slices by what they belong to: All, Leads, Prospects, Customers, Buildings, Locations and Groups. Search by name, email, phone or company. Columns for what the contact belongs to, email, phone, type and actions. Add Contact chooses the kind (a standalone lead or prospect, or a contact attached to a customer, building, location or group) and an owner. An Import page accepts a spreadsheet and reports row-level errors before anything is written. Opening a contact shows Activities, Deals, Next Actions, Pipeline Value and Uploads, a timeline, custom fields, active deals and pending actions, plus a Files tab.

• One list for every person. A lead, a customer's accounts-payable clerk and a building's site contact are all here, and the tabs keep them apart when that matters.
• The history travels with the person. Every call, meeting, deal and file attached to a contact is on their record, not in someone's inbox.
• Bulk load without bad rows. Import validates the whole spreadsheet first, so a typo in row 40 does not create 39 half-good contacts.

Sales, and whoever turns a won prospect into a customer.

A prospect is a contact name with no organisation behind it. Three contacts at the same property manager are three unrelated records, and when the deal lands the customer is re-keyed from scratch.

The organisations behind the contacts. Search by name, website or industry; columns for website, size, contact count, deal count, status and actions, with the same Import flow as contacts. A company record carries stats (Contacts, Deals, Activities, Total Pipeline Value), a timeline, company information, custom fields, its contacts and active deals, and a Files tab. The Convert page turns a company into a customer in three steps: Customer Details (name, default code year, default municipality), Bring Over Contacts, and Review and Convert.

• The organisation is the unit of selling. Contacts, deals and activity roll up to the company, so the pipeline value of an account is one number.
• Won means converted, not re-typed. Convert carries the company and the contacts you choose into a customer record in three clicks.
• Defaults set once. Code year and municipality are set at conversion, so every building and inspection that follows inherits them.

The sales manager and every seller.

"What is in the pipeline?" is answered from memory, and the answer changes depending on who is asked. Nobody can say what the average deal is worth or how many are open.

A pipeline board. Three metrics across the top (Total Pipeline Value, Open Deals, Average Deal Size), then deal cards in Open, Won and Lost columns. All Deals is the same data as a sortable grid: deal, company, contact, stage, amount and close date, and it is where the dashboard's pipeline cards land, pre-filtered to open, won or lost.

• The pipeline is a number. Total value, count and average size, live, without a spreadsheet.
• Won and Lost stay visible. The board keeps the outcomes beside the open work, so win rate has a denominator.
• The dashboard and the board agree. The Prospecting cards drill into All Deals at the same bucket, so the count on the card is the rows in the grid.

Sellers logging their day, and the manager reading it.

Calls, emails and meetings happen and vanish. Two people call the same prospect in the same week, and a manager cannot tell an active pipeline from a quiet one.

The log of calls, emails and meetings. Stats for Total Activities, This Week and This Month, a search by contact, company or subject, a status filter and the grid. Activities are logged from a modal that is shared with the contact and company pages, so a call logged on a contact record appears here too.

• Effort is visible. This Week and This Month say how much selling is actually happening, per person and in total.
• One log, three doors. Whether the activity is logged here, on the contact or on the company, it is the same record.
• Nobody double-calls. The most recent touch on any contact is a search away.

Anyone assigned work that came out of a sales conversation.

"Send them the sample report" is said in a meeting and done by nobody, because it was not anyone's task.

The standard task list, defaulted to the CRM module. Search by title, description or assignee, the assignees column, and the shared Task Edit modal used everywhere else in the app, with due date, status, priority and attachments.

• Same tasks, everywhere. A task raised in CRM is the same kind of task as one raised in Jobs, so people manage one list, not one per module.
• Sales promises become assignments. The follow-through from a call has an owner and a due date.
• Attachments live on the task. The sample report or the proposal draft is on the task, not in an email thread.