socianetSend us your sheetMenuClose

Solutions

Whatever your job, one place to work from.

The manager, the founder, the rep and the person who keeps the spreadsheet all want something different from a CRM. Start with your seat.

By what you need to fix

Start from the problem.

Each one has a guide you can use whether or not you ever talk to us.

Replace the spreadsheet

Send us your sheet and it comes back as a live pipeline in 48 hours.

Guide: 9 signs your team has outgrown sheets

Reply to leads faster

An instant reply goes out day or night, and a person picks it up from there.

Guide: lead response time, and what the research says

Follow up every lead

A timetable of follow-ups runs until the lead answers or the plan ends.

Guide: how many follow-ups before you stop

Share one WhatsApp number

Several people answer the same number from one inbox.

Guide: several agents on one WhatsApp number

Run a proper pipeline review

Start the weekly meeting from a live board with stalled deals flagged.

Guide: the pipeline review meeting

Follow up after an event

Stand conversations go into the pipeline the same day.

Guide: following up trade show leads

Retire Sheet1 this week.

Send a spreadsheet and see your pipeline in 48 hours. Free, with no obligation.