Your sales pipeline
Configure one agreed pipeline, team views and ownership so salespeople can track each deal and its next action.
Leads, follow-ups and sales
Give every sales enquiry a clear next step.
Replace scattered spreadsheets and inboxes with a shared view of leads, contacts and deals. We set up your agreed sales pipeline and train the team.
WHAT’S INCLUDED
What we do.
Contacts and email
Import your prepared leads and contacts, and configure email routing for the agreed sales workflow.
Practical sales training
Train your team to record conversations, manage follow-ups and move deals through the pipeline.
For the work you do.
Construction firms
Track project enquiries, proposal follow-ups and sales conversations before handing work to your delivery team.
Contractors
Keep referral leads, contacts and follow-up tasks visible to the people responsible for winning the work.
Distributors
Organize customer opportunities and deal progress. Stock, orders and accounting can have a separate ERPNext scope.
HOW DELIVERY WORKS
How we get
the work done.
STEP 01
Map your sales process
Agree deal stages, ownership, data imports and email requirements before fixing the scope and price.
STEP 02
Configure and check
Test imported records, team access, email and a sample deal from enquiry to outcome.
STEP 03
Train and hand over
Practise the agreed workflow with your sales team and provide the handover instructions.
Leads, follow-ups and sales
Questions,
answered.
Does this include estimating or construction project management?
This package organizes sales enquiries and deals. Estimating, job costing, dispatch and project delivery need separate tools or an additional ERPNext scope.
Can you connect our website or ERPNext?
We check the required records, app versions and supported connection before quoting. External integrations, extra pipelines and data cleanup are additional scope.
Are hosting and support included in the setup price?
Implementation, hosting and optional AMC are separate. We confirm the complete costs and any custom work before you approve the project.
RELATED SERVICES
You might also need.
Official references: Frappe CRM · CRM setup documentation
Let’s discuss your next project.
Tell us about your current systems or website, what needs to improve and what you want to achieve.