CRM — from the lead to the customer

You know where every deal stands, and who needs to chase it today.

A lead comes in, gets scored, assigned and followed up. When it is ready, one action creates the customer and the deal together, and the quote starts from there.

  • A base without duplicates
  • Every stage with its own deadline
  • The quote starts from the deal
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Nothing is retyped from one step to the next.

What a pipeline kept in a spreadsheet costs you

A spreadsheet gives you an amount and a date. It never tells you what moved since Monday.

  • The same customer exists three times

    Once from the rep, once from accounts, once from an import. Three addresses, three histories, and the customer gets two reminders for the same invoice.

  • Nobody knows where the deal stands

    An "in progress" column doesn’t say who called, what was promised, or what had to be done by Friday. The rep knows; the rep is the only one who does.

  • A lead goes cold and nobody sees it

    It arrived on a Tuesday, someone wrote it down, then nothing. Three weeks later it buys somewhere else, and nobody could say when it was lost.

One deal, end to end

Five moments, and at each one the system knows what to do with the last.

  1. 01

    The lead arrives

    You record where it came from, how urgent it is and who you are talking to. The fields your trade needs sit on the lead like any other.

  2. 02

    It gets worked

    Calls, meetings, emails, tasks and follow-ups land on the record and read in order. "Where are we with them?" gets answered without ringing anyone.

  3. 03

    It is qualified in one action

    Qualifying creates the customer and the deal in one operation, with the note explaining the decision, and the history stays attached.

  4. 04

    The deal moves through your stages

    Your stages, your order, your colours. Each carries its probability and expected duration, and entering one triggers the work you defined for it.

  5. 05

    The quote starts from the deal

    The priced lines become the quote, and the sales chain takes over.

What the CRM holds

Your customers, your deals, what has been done, and what should have been.

Contacts and data quality

  • Organisations and people in one base The type says which it is. A subsidiary attaches to its parent.
  • Tunisian legal identity on the record Matricule fiscale, RNE number, legal form, VAT number and share capital, entered once and carried onto the documents.
  • Prospect, customer, former customer, partner The status follows the relationship, and every list filters on it.
  • Free-form tags Your own groupings, without waiting for a field to be built for you.
  • Duplicates flagged as you type The record that looks like the one you are creating appears before you save it, not after.
  • Merge two records, with a preview You see what the merged record will contain before you merge it.
  • Bring in your contacts and leads from a file The duplicate check of manual entry, run inside the file and against your base.

Pipeline and opportunities

  • Your stages, not ours Name, colour, order, probability and expected duration are yours to set.
  • Kanban board and list view The board to move a deal, the list to filter and compare.
  • Your own fields on a lead What your sector asks for, searchable and filterable like everything else.
  • Priced product lines on the deal The amount comes from the lines, not from an estimate somebody is holding in their head.
  • Competitors named on the deal Who else is on this one, and what you know about them.
  • Contacts and their role Who decides, who influences, who signs — and which one is the main contact.
  • Clone a deal The next one starts from the last, not from an empty page.
  • A won deal becomes a project Business+ What you sold becomes what has to be delivered, with nothing retyped.

Activities and follow-up

  • Five kinds of activity Call, meeting, email, task and follow-up, on the same timeline.
  • The stage creates its own follow-ups Entering one triggers the activities you defined for it, dated from that moment and assigned to the rep.
  • A timeline per record Everything done with this customer, in order, whoever did it.
  • Emails attached to the lead and the deal The exchange stays on the record, not in the inbox of whoever sent it.
  • Stage deadlines watched A deal running past its stage deadline goes to at-risk, then to breached.
  • Alert the rep, the manager, or both You choose, stage by stage, who hears about it when a deadline is missed.

Prioritising and routing

  • A score computed from your own rules Switch on Twelve lead attributes, conditions you combine, points when the rule holds.
  • What the score triggers Switch on By score band: raise the priority, assign a rep, notify, or qualify the lead outright.
  • Routing by turns Switch on Leads matching your conditions go in turn to the reps you named.
  • Four priority levels On the lead and on the deal, filterable everywhere.
  • Bulk actions Assign, qualify, tag or reprioritise many leads at once.

Three things that change a rep’s day

The lead worth your morning

Switch on

Not every lead is worth the same and you know it — the hard part is telling someone else. A rule tests a condition on what the lead carries — source, sector, company size, job title, country — and adds its points when it holds.

The total lands in the bands you set, and each decides what happens next: raise the priority, assign the lead to a named rep, notify their manager, or qualify it outright. Ranking stops being an opinion and becomes a rule the team can read.

Written once, applied to every lead that follows.

The stage carries its own work

A stage is more than a column. It carries its probability, its expected duration and the activities a deal that reaches it needs: call back within two days, send the proposal, book the demonstration. The moment a deal enters, they are created, dated from that entry and assigned to the rep.

The duration is then watched. A deal approaching its deadline goes to at-risk, one that passes it goes to breached, and the stage decides who hears about it. That is the difference between a sales process written in a document and one that reminds you it exists.

Each stage has its own deadline — and you choose which ones have one at all.

A base you can believe

Two records rarely look alike in the same way. An identical email is close to certainty, an identical phone number a strong hint, a similar name at the same company only a suspicion. Each resemblance weighs what you decide, and the total gives a score you compare against your threshold.

The comparison does not stop at its own kind: a new lead is checked against existing leads and customers, and the reverse holds. It runs as you type, on import, and on demand across the whole base to hand you the groups worth dealing with. The merge shows the result before you commit.

You set the weight of each one and the threshold at which you want to be told.

What you look at on Monday morning

Three boards — leads, deals, and what the team actually did — over the period you choose, comparable with the one before it, exportable to PDF, Excel or Word.

On the boards

  • Leads received
  • Qualification rate
  • Conversion rate
  • Open deals and what they are worth
  • Win rate
  • Average deal size
  • Calls, meetings and emails per rep

Ready-made reports

  • Contact report
  • Lead report
  • Contact profile
  • Pipeline report
  • Lead conversion

A won deal is not the end of the file.

Start simple, open what you need

The CRM works with nothing switched on. The first four settings are already in place and can be turned off; the rest open when the question comes up.

  • Your stages and their deadlines

    Nothing to switch on: you add a stage the day your process asks for one, and you decide which ones carry a deadline.

  • Duplicate detection

    Already on. You set the weight of the email, the phone and the name, and the alert threshold.

  • Priced lines on the deal

    Already on. Turn it off if your deals are priced as a lump sum rather than line by line.

  • Stage deadline monitoring

    Already on, and set per stage: a stage with no deadline alerts nobody.

  • Lead scoring Switch on

    The day the volume passes what a manager sorts by hand.

  • Assignment rules Switch on

    The day "who takes this one?" comes up every morning.

  • Deal handed over as a project Business+

    The day what you sell takes weeks to deliver rather than an afternoon.

What it takes to work your first lead

The pipeline is not a blank page on day one.

  1. 1

    Bring in the base you already have

    Contacts and leads come in from a file. You start from the template provided, map your columns, and see what will be written before anything is. Duplicates are checked inside the file and against what you already hold.

  2. 2

    Set out your stages

    The account starts with a set of stages. Rename them, reorder them, and give them the probability and duration of the cycle you actually run.

  3. 3

    Decide what a stage triggers

    For each stage, the follow-ups a deal that reaches it needs, and who is told if the deadline passes.

  4. 4

    Open scoring when the volume asks for it

    One rule and two bands are enough to start, then you sharpen them on what converts.

Frequently asked questions

Do I have to retype a prospect who becomes a customer?

No. Qualifying creates the customer and the deal in the same operation, and the lead’s history stays attached to the file.

What happens if I import the same file twice?

They are looked for inside the file and against the records you already hold, using the rules of manual entry. You see what will be created before it is.

Can I define my own stages?

Yes. Name, colour, order, probability and expected duration are yours, and each stage can carry the follow-ups it triggers.

How is a lead score calculated?

By your rules. Each tests a condition on what the lead carries and adds its points when it holds. The total lands in your bands, and each decides what happens next.

Does the CRM tell me when a deal is dragging?

Yes, where the stage carries a deadline. The deal goes to at-risk, then to breached, and the stage decides who hears about it.

Do my Tunisian legal details belong on the record?

Yes. Matricule fiscale, RNE registry number, legal form, VAT number and share capital are fields on the record, carried onto the documents that need them.

What becomes of a won deal?

Its priced lines become a quote, and the sales chain takes over. The link between the deal and the documents that came out of it stays readable.

Open your first pipeline today

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