Operate records, pipelines, inboxes, calculators, builders, and automations.
Sales
CRM, pipeline, quotes, calls, proposals, referrals, and forecasts.
Client Portal Setup
Prepare a simple client portal structure.
Open workspace
CRM Workspace
Operate contacts, accounts, stages, tags, and next actions.
Lead Inbox
Triage new enquiries from email, forms, referrals, and calls.
Sales Pipeline
Track deals from new lead to won revenue.
Deal Desk
Prepare deal summary, risk, decision maker, and next step.
Proposal Builder
Build a client-ready proposal from lead context.
Discovery Call Planner
Plan call agenda, qualification questions, and success criteria.
Objection Handler
Analyze objections and prepare responses.
Sales Script
Prepare a founder-led call script.
Referral Engine
Create referral asks, partner list, and tracking flow.
Quote Calculator
Calculate project or retainer price with margin guardrails.
Pricing Menu
Build package tiers and buying options.
Sales Forecast
Forecast revenue from pipeline and close probabilities.
Follow-up Automation
Create a follow-up sequence and timing rules.