WEDNESDAY · EMAIL
Proposal sent
Website scope and delivery stages sent to Camille.
Custom CRM
PROPUL / SOLUTIONSEvery opportunity has a next step.
Sales tracking built around the way you sell: conversations, proposals, follow-ups and decisions in the same record.
BUILT FOR PROPULSEO · CRM & PROJECT TRACKINGFrom first contact
From first contact
to project delivery.
This is the CRM we built for Propulseo. Prospects, conversations and proposals are linked to project tracking, so the team keeps the context at every step.
01 / SELL
Know who to call back.
A pipeline by stage and a work list organised by due date.
02 / TRACK
Pick up the right record.
Contact details, notes, calls and the next action in one place.
03 / DELIVER
From signed to delivered.
Projects structured in stages, with their tasks, owners and blockers.
Team spaceSample data
SELL / CRM
Your sales pipeline
A next action for every opportunity.
CRM / PROSPECT RECORD
ProposalAtelier Horizon
Website · Referral
Activity feed
TUESDAY · CALL
The need is clarified
Showcase past work, clarify the services and make contact requests easier.
MONDAY · NOTE
First conversation
Redesign project. The client wants to keep her useful content.
The follow-up keeps its context.
In the CRM, the team sees the history before calling or drafting an email.
DELIVER / PROJECTS
In progressWebsite · Studio Rivage
A project, stages and tracked tasks.
1 task blockedPhoto gallery · waiting for the client’s visuals
01BriefDone ✓
02DesignDone ✓
03DevelopmentIn progress
Photo galleryBlocked · waiting for visuals
Mobile versionTo do
04ContentUpcoming
05Acceptance testingUpcoming
06Go-liveUpcoming
Our organisation has its own tool.
Yours can too.
These screens show how we work ourselves. For your team, we define the stages, data and integrations that matter to your business.
Define your custom CRMThe scope
What we build together.
Your sales cycle
We build in the stages and rules that matter to your team.
A pipeline with its statuses and responsibilities.The record’s memory
Conversations and proposals stay linked to the right opportunity.
A sales record and its history.Next actions
Tasks and reminders mean you do not rely on everyone’s memory.
A tracking view and configured reminders.A well-scoped investment
Before you say yes,
everything should be clear.
A quote should help you decide. It sets out what will be built, what remains to be defined and what you will receive.
Custom CRMOn quote
Start the conversation The scope, content and connections selected determine the price. We define them before costing.
PROPUL / PROJECT FILETo be scoped together
Decision document
Your project scope.
Your sales cycle
We build in the stages and rules that matter to your team.
The record’s memory
Conversations and proposals stay linked to the right opportunity.
Next actions
Tasks and reminders mean you do not rely on everyone’s memory.
We price a precise way of working, with its limits.
Points to clarify
The right questions
prevent surprises.
Existing data
Which files to carry over, in what state, with which consistency checks?
Software to connect
Which connections are available, necessary and included in the initial scope?
Roles and responsibilities
Who uses the tool, who approves the rules and which access rights need to be distinguished?
These assumptions are discussed before the build.
What you receive
What you get at delivery.
Your sales cycle
A pipeline with its statuses and responsibilities.
The record’s memory
A sales record and its history.
Next actions
A tracking view and configured reminders.
Handover terms are clarified from the outset.
Your team
The needs and prioritiesPropul
The scope and deliverables
The needs and prioritiesPropul
The scope and deliverables
Sample document structure. No quote is generated here.
Your starting point
Let's talk about what you
want to move forward.
Your context, your constraints and a first priority.
Together, we'll define the right next step.