Sales & Lead Management
A simple, powerful system for businesses that need to keep track of their leads and sales activity in one central place. Capture every enquiry, allocate it to a team member, track what happens next and make sure follow-ups are never missed.
£199 setup · £99 per month · up to 10 users included
Everything your team needs to work leads properly
Built to be straightforward enough that your team actually uses it, and structured enough that managers always know what's going on.
Manage and organise leads
Every enquiry lands in one central place with its status, value and history — no more spreadsheets, notebooks or lost messages.
Allocate leads to team members
Assign each lead to the right person the moment it arrives, so there is always a named owner responsible for it.
Individual user accounts
Every team member gets their own secure login and their own list of leads to work through.
Track activity and interactions
Calls, emails, notes and status changes are logged against each lead, giving you a full timeline of what has happened.
Follow-up management
Set follow-up dates and see what's due today, so nothing slips through the cracks and no enquiry goes cold.
Team visibility and manager oversight
Managers see who is working on what, how leads are progressing and where activity is dropping off.
Desktop and mobile access
Works on any device, and installs onto phones and tablets like an app for one-tap access on the move.
Accountability built in
Clear ownership and logged activity mean performance is easy to review and easy to improve.
Simple, predictable pricing
One setup fee, one monthly fee, and room for your whole team.
Setup
£199
One-off. Configured and ready for your business.
Monthly
£99
Includes up to 10 users. Additional users £10 per user, per month.
- Setup and configuration for your business
- Up to 10 user accounts included
- Lead allocation and ownership rules
- Activity and interaction tracking
- Follow-up reminders and due lists
- Manager oversight and team views
- Desktop and mobile access, installable on phones
- Hosting, secure access and ongoing support
No payment required to see a demo.
See it working with your own sales process
Book a CRM demo and we'll walk you through how leads would flow through your team, from first enquiry to won work.