Sales CRM

A sales CRM built for marketing-led teams.

Admissions teams, inside sales and founders who need to know exactly where every lead stands — with the marketing history attached to it.

Six modules

Everything between the lead and the close

Lead Management

Capture from every channel, qualify, score, assign by round-robin or rules, track interactions and prioritise follow-ups.

Contact Management

One centralised record per contact: source, campaign, and every message, call and stage change.

Sales Pipeline

Visual pipelines for admissions cycles, B2B deals or service bookings; forecast revenue and spot bottlenecks.

Account Management

Organisation-level view for B2B and institutional accounts, with contacts, deals and activity roll-ups.

Task & Activity Tracking

Call lists, reminders and SLA alerts, with contact-centre integration for click-to-call, recording and dispositions.

Sales Reporting & Forecasting

Funnel conversion, source ROI, team productivity and forecasts.

The pipeline

From captured lead to conversion

Four stages, each with a definition everyone agreed once, so the number in the Monday review means the same thing to marketing and to sales.

From captured lead to conversion
Stages are configurable: admissions cycles, B2B deals and service bookings each get their own.
Response time

The SLA clock, from arrival to escalation

Speed to first contact is the single largest controllable factor in conversion. The clock starts when the lead lands, not when someone opens the list.

The SLA clock, from arrival to escalation
Breaches appear on a daily exception list with a name against each one.

Configured to your process, not ours

  • Custom fields and layoutsModel an admissions cycle or a B2B deal without code.
  • Automation rulesAssignment, escalation and SLA rules that run without reminders.
  • Email and WhatsApp integrationConversations tracked inside the contact record automatically.
  • Role-based accessCounsellors, managers and leadership each see the right view.

Give your team an AI Marketer.

Bring one real objective to a 30-minute demo and watch the AI Marketer draft the plan while we talk.

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