A CRM and offers website for a facility services company
One system for every lead, quotation and branch, plus a public website built to rank for the company's services and offers.
The problem
Leads arrived at branches by phone, WhatsApp and walk-in, and quotations were prepared outside any shared system. Head office could not see what was quoted, by whom, or what was won.
What we are building
- Every lead, including those entered at branches, lands in one head-office inbox
- Quotations are created and tracked inside the CRM
- Structured logging so every change can be traced
- A public offers website built for search from the first page