Leads from your ads sit in a Google Sheet, the ones from the website in an inbox, and the sales agent keeps customers in a notebook. When the agent leaves, the history leaves too. The CRM module brings leads, customers and everything said to them into a single record.
What goes into the module, what happens there and where the data goes next.
What comes in
What the module does
What goes out, and where
An example from a company that uses it.
A PVC windows company in Brașov has 23 new leads: 17 from ads, via Google Sheets, and 6 from the website form. All of them already have a score.
The agent starts with the high-scoring leads. For companies, the details pulled from the tax ID are already on the record.
A property developer wants windows for 12 apartments. The lead becomes a customer, with its full history, and the request goes to quoting.
The job ad for installers brings in 9 candidates from BestJobs, into the recruitment campaign, with its own statuses.
Customers who bought two years ago get the window check-up offer on WhatsApp, from the approved template.
Data moves between modules on its own, never typed in twice.
Kinds of companies where we put the module to work, fitted to their processes.
Demo apps where this module works on test data. Open them directly, no account needed.
The dashboard shows what was invoiced and collected over the last months, the costs of jobs in progress and the late jobs. Leads are tracked by source and value, every job has a budget, spending and progress, and the stock module handles goods receipts, transfers, consumption notes and delivery notes.
We make built-up letters, light boxes, flags and stickers for shops and companies. From the client's brief the system proposes the list of materials, labour and suitable suppliers, we adjust it and issue the quote as a PDF. Questions to suppliers and their answers are kept in one place, and for small materials we compare the supplier's price with DIY store prices.
We are a turning and milling shop. The system holds part orders with their operations, the status of every machine, the operators' tasks and the customers, and the planner spreads the operations across lathes, mills and the CNC centre automatically, taking set-up times and delivery dates into account.
Open the demo Șpan Precizie (opens in a new tab)Yes. If your ads send leads into a Google Sheet, the CRM picks them up from there at regular intervals.
No. Conversations, notes, quotes and orders stay on the customer record, and the customers move to another agent.
Yes. You open the conversation from the lead's record, and segment campaigns use the templates approved by WhatsApp.
In a demo we show you the modules on an example close to your company and talk about what would need adapting.
