Sales CRM

• stages
• deals
• deal_stage_changes
• follow_ups
• activities
• lost_reasons
• price_list
• quotes
• quote_lines
• deal_amount_changes
• comments
• saved_views
• saved_searches
• nudge_snoozes
• deal_members
• deal_marks
• site_visits
• visit_notes
• visit_agreed
• companies
• contacts
• territories
• territory_places
• renewals
• referrals
• reps
• targets
• one_to_ones
• one_to_one_sessions
• coaching_plans
• coaching_areas
• actions
• meetings
• meeting_slots
• meeting_decisions
• threads
• thread_members
• messages
• starters
• starter_steps
• covers
• cover_notes
• enquiries
• shows
• showroom_spaces
• showroom_bookings
• samples
• sample_loans
• sample_chases
• display_pieces
• jobs
• crews
• crew_members
• crew_days
• job_visits
• sign_offs
• snags
• delivery_notes
• delivery_note_lines
• waste_removals
• feedback
• complaints
• warranty_claims
• deal_stock_needs
• vehicles
• vehicle_checks
• vehicle_faults
• fuel_fills
• time_sheets
• time_sheet_lines
• certificates
• subcontractors
• insurance_incidents
• outbox
• settings

Created fresh, or mapped onto your existing tables at install.

• TodayA rep’s open pipeline, what closes this month and the follow-up queue, overdue first; This week and site visits beside it.
• Pipeline boardOpen deals by stage, each column’s total weighted by the stage’s odds; drag a card or move it with the keyboard. A manager sees the team’s.
• Deal roomOne deal’s calls, notes and meetings, its quotes, site visits and comments that mention a colleague; hand it over to someone who can open it.
• QuotesEvery quote and its newest version, each line priced from the price list, and the link a customer opens with no account to accept it.
• ApprovalsA quote further under list than the install allows, or with a line that has no list price, waits here for a sales manager’s yes.
• Team viewThe forecast by month, the deals sitting longest, stage health, why we lose, nudges, targets, one-to-ones, the weekly meeting and cover.
• Companies and contactsAccounts with their people, their deals and one history; renewals, referrals, and a pasted list turned into companies.
• TerritoryTerritories and companies on a street map that needs no key and no account; a company placed by its town or a dragged pin.
• Team inboxEnquiries with no name against them, typed in when somebody rings and passed to a rep; trade-show leads pasted in.
• Showroom bookingsVisitors booked into the showroom’s spaces, confirmed, moved or cancelled by email, with what to set out; the follow-ups after a visit.
• Sample librarySamples lent to a customer and the chase when one is late back; the display stock on the floor, and the pieces that look tired.
• DeliveriesA won deal’s job and its visits still to come: book one onto a crew’s day or drag it there, with the day sheet and the route.
• Sign-off and snagsEach job signed off on site with the customer’s name, signature and photos; the snags still open, the ones that stop a sign-off, delivery notes and recycling.
• My dayThe field crew’s phone: the day’s visits with the address, who to ask for and what is on the van; the ticks, a snag, and signing the job off.
• After the jobAn aftercare call booked when a job is signed off; what customers said, complaints with the days to answer them, and warranty claims.
• Stock and lead timesWith the Inventory add-on: what is on the shelf and on order against what open deals need, and a supplier scorecard.
• VehiclesEach vehicle with its service, inspection and tax dates, walk-round checks, faults and fuel; training and certificates, subcontractors and insurance claims.
• Time sheetsA week’s hours person by person, on the job and travelling, sent back with a note or signed off; the crew fill in their own on the phone.
• SettingsSelling, the price list, the reps, working time and places; the crews and the aftercare calls; the app’s parts, to read.

• adminEverything in the app and its settings, except the private one-to-ones and coaching, other people’s actions and other people’s conversations.
• sales-managerThe deals, quotes and visits of the people they lead; approves or declines a discount; sets targets and cover for their own people.
• repTheir own deals and what hangs on them — follow-ups, activities, quotes, visits; reads companies, contacts and the price list, which they cannot change.
• account-managerCompanies and contacts, renewals, repeat orders and referrals; a deal once it is won, or while they are on it; aftercare calls, complaints and warranty claims.
• marketerEnquiries and trade shows, companies and territories; contacts with their address and phone masked; no deal and no amount.
• front-deskThe team inbox: types in an enquiry and passes it to a rep; makes a contact for a caller; with the showroom, its bookings, samples and display stock; no deal.
• ops-managerSupply’s stock and supplier scorecard, from the Inventory add-on; jobs, deliveries, crews and snags; vehicles, time sheets, certificates and subcontractors; a won deal’s name, never an amount; no company or contact.
• crewTheir crew’s visits, ticks and snags; signs a job off with the customer’s name, signature and photos; their vehicle’s checks, faults and fuel, their hours and certificates; no amount anywhere.
• read-onlyReads and exports; nothing private, no actions, no conversations.

• How far under list a quote may go before a manager approves it
• Days a quote stays valid, and the warning before it runs out
• Days before a deal that has not moved reads as warm, then stale
• When a quiet, stuck or soon-closing deal earns a nudge
• Working days and hours, and the day a week starts
• Where visits start from, and kilometres or miles
• Days before an enquiry turns cold
• When the showroom opens and closes, and where it is
• Days a sample is lent before it is chased
• Months before a display piece looks tired
• Days to put a snag right
• Days after a sign-off the aftercare call falls due, and who makes it
• Days to answer a complaint, and when a warranty claim turns red
• Warnings before a certificate runs out or a vehicle inspection is due