Client & Lead CRM
A lead tracked in someone's inbox is a lead that goes cold the day that person is out sick. We build the CRM that keeps every proposal and account moving.
What we build
- Pipeline tracking: Every lead and proposal stage visible in one board.
- Account history: Full relationship history retained even as account managers change.
- Proposal generation: Branded proposals generated from a reusable template library.
- Renewal alerts: Contracts flagged automatically ahead of renewal dates.
Implementation scope
The CRM connects to retainer billing, so a closed deal automatically creates a billing profile.