Every lead followed up, and every deal where you can see it.
Leads, contacts and deals in one pipeline, with quotes raised straight from the deal and a forecast you can trust.
See the packs| # | Step | Done by |
|---|---|---|
| 01 | CaptureLead added with the contact and company | Your team |
| 02 | ScoreLead scored so reps call the best ones first | Rules |
| 03 | QualifyRep moves the deal to the next pipeline stage | Your team |
| 04 | QuoteQuotation created straight from the deal | Rules |
| 05 | WinAccepted quote becomes a sales order | Rules |
Where it goes wrong today.
Leads lost in inboxes
Enquiries sit in email, WhatsApp and personal phones, and some are never followed up.
A pipeline nobody trusts
Deals live in a spreadsheet that is out of date the day after it is updated.
Quotes typed twice
Reps retype the customer and items from the deal into a separate quote.
Forecasts by gut feel
Nobody can say what is likely to close this month, or why.
CRM, the way your business runs it.
Leads, contacts and deals
One record per customer, with every deal on it.
Pipeline stages
Your stages, your steps, in your terms.
Lead scoring
The best leads rise to the top of the list.
Weighted forecast
Deal values weighted by stage, so the forecast is honest.
Quotes from deals
Raise a quotation from the deal; the deal shows what has been quoted.
Weekly pipeline digest
An optional summary of the pipeline for sales managers.
Configured around how you work — and where your process is unusual, we build it.
We run crm this way in our own business.
Merchaint runs our own $20M distribution business. We built this workflow because we needed it — and we’ve hit the problems that only show up once real orders, suppliers and customers are involved.
So we won’t ask you for a requirements list. We’ll map how you work, tell you what you need, and keep improving it after go-live as your team finds what it needs next.
Replace it, or automate it.
CRM as part of a whole new system, or automated on top of the tools you already use.
It doesn't stop here.
CRM works best connected to the rest of your business.
Common questions.
Can we use our own pipeline stages?
Yes. Stages, fields and steps are set up around how your team sells.
Who sees which deals?
Sales reps work their own deals; sales managers see the whole pipeline.
Does a won deal carry into the order?
Yes. The quote is raised from the deal, and an accepted quote becomes a sales order.
Show us how you run crm today.
We’ll show you what it looks like done properly.