Work 04 / 10

CRM

Every customer, conversation, and job history in one place.

What it does

CRM holds everything you know about a customer: who they are, what they have bought, what you talked about, and what is still open.

When someone calls, the history is on screen before the second ring. When someone leaves the team, what they knew stays with the business.

  • Full job history per customer
  • Conversations kept with the record
  • Shared memory instead of personal memory
Connects to 04

Data from CRM flows straight into 4 other modules. Nothing is typed twice.

  1. 02

    Orders

    Quotes, orders, and fulfillment in one thread from first contact to delivery.

  2. 06

    Marketing

    Campaigns and follow-ups that run from your real customer data.

  3. 07

    Prospecting

    Finding and qualifying new business without the spreadsheet.

  4. 09

    Messaging

    Customer and team communication tied to the order it belongs to.

In use at 02

Start with the friction.

A 15-minute demo. You tell me what's slow; I show you how I'd fix it. You work directly with me, start to finish.

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