Every lead on one board, not one of them goes cold
Leads come in from everywhere: calls, chat, forms, word of mouth. And they end up stuck in your head, a notebook, your inbox. The Smart CRM captures every lead automatically, shows exactly where it stands and reminds you to follow up. Nothing slips through the cracks anymore.
- We set it all up
- No long-term contracts
- Cancel anytime
- 08:05
Emma V. enters New
Website form, bathroom quote
- 12:48
Thomas D. moves to Follow-up
Missed call, Voice AI took the request
- 21:30
Sofie M. goes quiet, flagged
No reply in 4 days, follow-up reminder ready
- 09:15
Karim B. to Booked
Appointment Tuesday 10:00, full history attached
Your leads are everywhere except in one place
One in your inbox, one in WhatsApp, one on a sticky note, three in your head. No overview, no system. And so follow-up becomes a guess.
Leads are scattered
A quote request in your mail, a question over WhatsApp, a name on a notepad. You have no idea left who still needs a call back.
Follow-up slips through
You meant to call that one back, but work got in the way. Three days later they are cold, and dialing someone else.
You can not see who stands where
Who is waiting on a quote? Who already said yes? Without an overview you do not know, and that costs you customers.
Lead in, card on the board, follow-up on time
Every channel feeds the same pipeline. You type nothing, you just drag cards and the CRM keeps the rest.
- 1
A lead comes in, from anywhere
Phone, WhatsApp, website form or Instagram. It appears as a card in your pipeline automatically, nothing gets lost.
- 2
You see exactly where everyone stands
New, in follow-up, booked. One look at the board and you know who is waiting on what, no digging around.
- 3
Every conversation travels with the card
Open a lead and see every call, message, quote and note. The full history, even from months ago.
- 4
Stale leads get flagged
A lead that has been quiet too long moves to the top of your attention. You follow up before the customer goes elsewhere.
One system that holds on to every lead
No more separate tools that do not talk to each other. Everything you need to know about a lead, in one place.
Every contact in one place
Every lead and customer in one overview, with details, history and status. No more searching across five apps.
One visual pipeline
Drag cards from new to booked. You see at a glance where each lead sits in the process.
Every conversation logged automatically
Calls, chats, emails and quotes attach themselves to the right contact. You copy nothing.
Tasks and reminders
Set a reminder after a call or let the CRM suggest one. The next step is always written down.
Tags and segments
Label leads by service, town or stage. So you find everyone you still need to follow up in seconds.
Works on your phone
Check and update your pipeline from the van between two jobs. Updating a card takes ten seconds.
Every business that gets leads needs this
Roofer, real estate agent or coach: the moment more than a handful of leads a month come in, keeping it in your head stops working. A notepad forgets, an inbox hides, Excel warns you about nothing. The CRM holds on to every lead and pushes the follow-up to the top. Set up once, and you never lose a lead again because you forgot it.
No more cold leads
Every lead gets followed up on time, so no revenue walks off to the competitor.
Always an overview
One look at the board and you know who stands where, without asking anyone.
More from the same leads
Smart follow-up gets more out of the leads you already have, instead of letting them sit.
Peace of mind
Nothing stays stuck in your head anymore. The CRM remembers it and reminds you.
The Smart CRM is in every plan, from Starter up
Whether you are just starting or already running at full speed: the pipeline comes standard in the platform, together with your shared inbox and the funnel builder. Rather see it first? Book a demo and look at your own pipeline.
We set it all up for you. Cancel monthly.
Honest answers to real questions
Is a CRM like this complicated to get started with?
No. We set it up for you, connected to your channels, and your pipeline is ready. You drag cards and add the occasional note, that is it. No technical knowledge needed.
Do I have to import all my contacts myself?
Not by hand. We can load your existing contacts for you during setup, and from then on new leads create their own card the moment they come in.
Does this replace the tools I use now?
For tracking leads, conversations and follow-up: yes, it all lives in one place. So you stop jumping between separate apps and notes.
Can my team use it too?
Yes. Everyone sees the same pipeline, so a colleague picks up exactly where you left off without asking around. The full history sits on every card.
Is my data safe?
Your data lives on one secured platform instead of scattered across inboxes and notepads, with access only for you and your team.
Am I locked into a contract?
No. Cancel monthly, no long-term contract. You try it, and stop the month it no longer works for you.
Rather tell us where you want to go?
In three short steps we get to know your business and your ambition. No sales pitch, just your own story.
Ready to never lose a lead again?
Book a free demo and see your own pipeline in action. We set it all up for you, your leads all in one place from now on.