Business SaaS
CRM
Leads, follow-ups and pipeline in one place.
Manage leads, customer interactions and sales processes with clearer insight and engagement — a CRM built around how sales conversations actually happen.
- Category
- Business SaaS
- Platform
- Web · Mobile
- Lead sources
- Website · WhatsApp · Walk-ins
- Built on
- AutomateBox
Overview
Leads should never disappear into a notebook.
Enquiries arrive from the website, WhatsApp and walk-ins, and too often end up in personal notes. Managers cannot see what is stuck, who owns the next follow-up or which stage actually converts.
Our CRM brings every lead into a single pipeline with an owner, a next step and a history — so follow-ups are visible before they go cold and weekly reviews stop depending on a spreadsheet rebuild.
One pipeline
Every lead source lands in the same place with an owner.
Follow-ups that surface
Reminders appear before a lead goes cold.
Reports your team uses
Weekly views built for reviews, not for show.
Features
What it does
Lead capture
Collect enquiries from your website, WhatsApp and walk-ins into one list, with the source recorded on every lead.
Assignment and ownership
Every lead has an owner. Assign by rule or by hand, and see at a glance who is responsible for what.
Pipeline board
Move deals through stages that match how your team sells, instead of a generic methodology.
Follow-up reminders
Never rely on memory. Each lead carries its next step and date, and overdue follow-ups are flagged.
Sales reporting
Pipeline health, stage conversion and team activity in views designed for the weekly review.
Roles and permissions
Sales, managers and admins each see the right level of detail, with access you control.
Also included
- Customer interaction history
- Team roles
- Mobile access
- WhatsApp-friendly workflows
Highlights
Visibility
See what is stuck, and who owns it.
The pipeline board shows every deal, its stage and its owner. Managers can spot stalled leads and overdue follow-ups without asking around.
- Stage-by-stage view of every deal
- Overdue follow-ups highlighted
- Reporting that replaces the weekly spreadsheet
How it works
From first step to running
- 1
Capture
Leads arrive from every channel into one list.
- 2
Assign
Each lead gets an owner and a next step.
- 3
Follow up
Reminders keep conversations moving.
- 4
Progress
Deals move through your pipeline stages.
- 5
Review
Weekly reports show what is working.
Technology
Built with modern technology
- Next.js
- Node.js
- PostgreSQL
- AutomateBox platform
- Role-based access
Benefits
What changes for your team
Fewer leads lost
Every enquiry has an owner and a follow-up date, so nothing depends on someone remembering.
Clarity for managers
See stage, owner and activity across the team without chasing updates.
Reviews without spreadsheets
Weekly reporting comes straight from the pipeline instead of a manual rebuild.
Fits how you sell
Stages and workflows follow your process rather than forcing a generic template.
Use cases
Where it works best
01— Pipeline
Growing sales teams
Give every rep a clear queue and every manager a clear view of the pipeline.
02— Website · WhatsApp · walk-ins
Multi-channel enquiries
Bring scattered enquiries into a single list with the source recorded.
03— Field and channel teams
Service and distribution businesses
Track visits, quotations and follow-ups for teams that sell on the move.
FAQ
Questions, answered
Yes. Stages, fields and workflows are configured around how your team sells. For deeper requirements we build on our AutomateBox platform.
Website forms, WhatsApp and walk-ins can all feed the same pipeline, with the source recorded on each lead.
A comparable CRM sales platform we delivered had its pipeline live in about 12 weeks. We confirm a timeline after understanding your workflow.
Yes. Book a short call and we will walk through your current lead process and how the CRM would fit.
Keep exploring
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See the CRM around your own pipeline
Tell us how leads reach you today and we will show how they could flow instead.