Services · Typical project
Leads that do not get lost
Landing, CRM and invoices for a service company: from first message to closed act.
Task
Leads came from ads, the site and referrals. Some settled in private staff chats. Leadership could not see stage or owner.
Constraints
Small team, no dedicated CRM implementer. The system had to be used daily — not once a month “for the report”.
Solution
A short services site with a form. CRM with deal stages, tasks and history. Invoices and acts from the same client card — no third tool at the start.
Result
Every lead has an owner and a status. Repeat contacts are found in seconds. Leadership reads the pipeline instead of assembling a report from chats.
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