Contacts, leads, follow-ups and opportunities in the same system as your invoices, so a deal that is won becomes a sale without being typed again.
CRM keeps every enquiry, the people behind it and the follow-ups you promised, in the same system as your invoices. Leads come in from your website form and Meta lead ads, each with an owner and a next step. Work a daily follow-up list and calendar, and move deals across an opportunity board by stage. Write to a customer by e-mail, SMS or WhatsApp from their record. Because ledger accounts and vouchers can name the lead, you can see what an enquiry finally earned in InvoiceNET®.
Why use it
- You lose enquiries in notebooks and phone chatsHere every enquiry becomes a lead with an owner and a due date.
- You find your team forgot to call backHere a daily follow-up list and reminders show what is due and overdue.
- You cannot say what is likely to close this monthHere the opportunity board shows each deal by stage and close date.
- You do not know which source brings paying customersHere billed value flows back to the lead it came from.
- You type won deals again as ordersHere a won deal becomes a sale in the same system.
Key advantages
Leads arrive from website forms and Meta lead ads by themselves, so nobody copies them from an inbox.
Follow-up Entry logs one lead after another from a single screen, without opening each lead.
Deals are cards dragged from stage to stage, with probability and expected close date on each.
CRM sits on the same ledgers and vouchers, so sales won are measured in billed value, not guesses.
Multi-level approvals and reports on sources, stages and people come built in.
Business benefits
Fewer lost enquiries
Every enquiry has an owner and a next step, so fewer slip away.
Pipeline in view
You see what is likely to close and when, for you and your team.
Spend on what works
You see which sources bring billed business, not just leads.
One customer record
Calls, messages, deals and bills sit together for each customer.
Where it is used
Dealer enquiries arrive by phone, website and Facebook ads.
Each becomes a lead with a source and an owner, followed up from a daily list.
Large orders take weeks of quotes and visits before they close.
The deal moves across the board by stage, with every follow-up recorded on it.
The owner wants to know what each salesperson won and lost this month.
The CRM dashboard and reports show it by person, stage and source.
What it costs, and what it saves
The price list could not be read just now; the pricing page shows today's price.
What it replaces
- Copying enquiries from mail and ad forms
- Retyping a won deal as a sales order
- Building a follow-up list by hand each morning
- Guessing which lead source pays
Work out your saving
Your own figures, 26 working days a month. An estimate, not a promise. User licences are priced separately.
What it does for you
Leads brought in from forms and lead ads, each with an owner and a next step.
A daily follow-up list, a calendar and reminders.
An opportunity board that shows what is likely to close, and when.
E-mail, SMS and WhatsApp to a customer from their own record.
Multi-level approvals, and reports on sources, stages and people.
A CRM dashboard: open leads and deals, what was won and lost this month, and the follow-ups due - for you and your team.