The services CRM that turns enquiries into retainers
Every client enquiry and referral in one pipeline. Send proposals, follow up on WhatsApp, and see which services and channels turn into signed, recurring work.
Pick “Agency / Services” during signup and the client pipeline switches on automatically.
From enquiry to proposal to signed client
A client pipeline built for proposals and retainers — not a generic CRM with renamed labels.
Enquiry & referral capture
Website, WhatsApp, referrals, and ad campaigns land in one pipeline with service interest, budget, and source captured.
Proposal pipeline
New → Qualified → Proposal sent → Negotiation → Won. Drag-and-drop stages, every move audit-logged.
Proposal & deal value
Track deal value and proposal status so no promising client goes cold waiting for a follow-up.
Auto-assign to the team
Enquiries route to the least-loaded team member. Members see only their clients; managers see everything.
WhatsApp follow-up
Discovery-call reminder, proposal nudge, and re-engagement — consent-first, with a ready template pack.
Service & source reporting
Enquiry-to-retainer conversion, service demand, channel quality, and team performance — in real time.
From enquiry to signed retainer
- 1
Enquiry arrives
A form, WhatsApp, or referral creates the enquiry with service interest and budget captured.
- 2
Team engages
Auto-assigned with a discovery-call task. Proposal sent; WhatsApp follow-ups fire until the client replies.
- 3
Client signs
Negotiation and proposal tracked to the win — with conversion reportable by service and source.
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