Lead and customer management
Every detail, history and file for each customer, all in one place.
All your leads, customers, inquiries and sales in one organized place - instead of Excel, sticky notes and an inbox. A CRM built around your sales process, not the other way around.
overview
A customer who calls, a lead that arrives from the website, a quote that was sent, a call that was promised - without an organized system, some of it always slips through the cracks. A good CRM makes sure nothing gets lost.
We build the CRM around the way you actually sell: the stages, the statuses, the follow-ups and the reports that matter to you - so every team member knows what to do, and whoever manages sees the full picture.
what's included
Everything you need so that no lead gets lost and your whole team works from the same picture.
Every detail, history and file for each customer, all in one place.
See which stage every deal is at, and what the next step to closing is.
Automatic follow-ups so no customer and no opportunity is ever forgotten.
How many leads came in, how many closed, and who on the team is leading - all in real time.
Everyone sees what is relevant to them, with full manager oversight.
Leads come in automatically from your channels, straight into the CRM.
why olsi
Not the biggest, and that is exactly the point. A small, experienced team that takes personal ownership of every line of code.
No layer of middlemen and no salespeople. Fast answers and personal accountability for what we deliver.
We do not disappear after launch. The system keeps living, improving and expanding alongside your business.
We have seen technologies come and go. We build systems that keep working long after the trends fade.
how it works
A transparent process where you see, approve and stay involved at every stage - with no surprises along the way.
We understand the need and what is stuck today, with no commitment. You walk away with value from the very first call.
A specification document with the screens and the way it works. We review it together and approve it before development begins.
We build, test thoroughly, and show you a beta version to try before go-live.
The system goes live and starts working for you - and we are here for the long haul with ongoing support.
faq
Absolutely. We import all your customers and data from Excel or any existing system, so you do not start from scratch.
Yes. Unlike an off-the-shelf system, we build the stages, fields and statuses to match the way you work.
Yes. Leads from your website, email and WhatsApp can come in automatically, so there is no need to type them in manually.
We design a simple interface and train your team. In most cases, learning it is a matter of minutes.
Yes. Role-based permissions, backups and full access control are an integral part of the build.