CRM & Sales Pipeline Platform
Every lead, quotation and follow-up in one place, so nothing is lost in a salesperson's notebook and management can see the real pipeline any morning.
Built to B2B standard — nothing extra
Every solution here is design craftsmanship built strictly around business-to-business needs: only the modules your operation actually uses, no bloat, no features you pay for and never touch. We start by consulting with you to define the best-fit solution, then build it to that scope.
Live demo & session notes
Open the pipeline board first and drag a deal between stages — that single motion sells the product. Then show the manager dashboard and ask what they use today to answer the same question.
The problem
A building materials distributor ran sales on spreadsheets, LINE chats and personal notebooks. When a salesperson resigned, their customer history left with them. Management could not answer a simple question — how much is actually in the pipeline this month — without a two-day manual roll-up, and quotations were often followed up a week too late.
What we built
We built a CRM shaped around their actual sales motion: leads captured from the website, LINE and walk-ins; a visual pipeline with their real stages; quotation generation with approved price lists and PDF output; automatic follow-up reminders; and a management dashboard showing pipeline value, win rate and activity by rep. Customer history stays with the company, not the individual.
The result
Pipeline reporting went from two days to instant. Follow-up within 24 hours rose from 38 percent to 91 percent, and quotation-to-order conversion improved by 22 percent in the first two quarters.
What it does, in plain English
Lead capture
Website forms, LINE messages, calls and walk-ins all land in one inbox with an owner assigned.
Visual pipeline
Your real sales stages on one board, so a manager can see where every deal is stuck in ten seconds.
Quotations
Generate branded quotations from approved price lists, with discount approval built in.
Follow-up reminders
Automatic nudges so no quotation goes quiet, and no promised call-back is forgotten.
Customer history
Every call, note and document stays with the company when a salesperson leaves.
Sales dashboard
Pipeline value, win rate, activity and forecast by rep, branch and product line.
Good for your business if…
- • Your customer knowledge lives in individual phones and notebooks
- • You send many quotations and lose deals to slow follow-up
- • You want an honest forecast instead of an end-of-month scramble
Consider carefully if…
- • You have one or two salespeople and a very short sales cycle
- • You already run a well-adopted enterprise CRM you intend to keep
- • Your sales are purely transactional with no follow-up cycle
Advanced tier: configured to your stages, price lists and approval rules, with LINE and email integration. Typical delivery is 8 to 12 weeks including data migration and team training.
Happy with what you see? Talk to our sales team directly.