A custom CRM for a sales team
Our own Customer Relationship Management system: a call queue, a pipeline and a site preview built mid-call.
Our own sales system. Business names, phone numbers and addresses blurred.
The problem
Our own sales team calls local trade businesses that have no website. Reps needed the call, the follow-up and a preview of the new site in one place.
What we built
One system: a call queue with keyboard shortcuts for every outcome, a pipeline each rep owns, pitch ideas written from the business's own details, and a one-page website preview the rep can text while still on the call.
What changed
Live. Reps work their queue in it, and managers see the whole pipeline in the same place.
- our sales team works in it
- Live
- call queue, pipeline and site previews
- 1 system
Got 30 minutes?
We'll show you where artificial intelligence pays off in your operation. No cost, no obligation, no pitch deck.
Book 30 minutes with Mohamed