Leads & Sales You see where your pipeline stands without having to ask.
Ask how much is coming in this month, and most businesses have three answers. We make sure there is one – up to date, without anyone gathering numbers.
The problem
Ask how much is coming in this month, and most businesses have three different answers. One from gut feel, one from last week’s Excel file, and one from the CRM that nobody has opened in a fortnight.
This is not a numbers problem but an upkeep problem. A sales process only gets documented properly if documenting it costs nothing. The moment it takes ten minutes per contact, it gets skipped – starting with the people who sell the most.
That is why we start with the effort it takes, not with discipline.
What you get
The cockpit works on its own, and works better still alongside the lead pipeline.
How it works
Capture
Emails, meetings and notes are automatically attached to the right case.
Process
Each contact ends up with a single status, and data hygiene runs in the background.
Deliver
Pipeline, target attainment and forecast stay up to date, for each role.
Review
A forecast from your own history of closed deals, and an early warning on cases that have gone quiet.
What it costs
Included: discovery, pipeline and matching, existing data, views per role, team training.
Included: running the system, licences, ongoing matching and forecasting, support.
No lock-in. Cancellable month by month. What keeps you with us is the work, not the length of the contract.
All prices are indicative and are agreed during the call.
Options
Timeline
from Week 5 · Ongoing operation
What you own
The database, the workflows and all the logins sit in your own accounts. If you want to stop tomorrow, you take it all with you.
We do not make you dependent on us. You are not renting a system, you are getting one.
Common questions
Is this surveillance?+
The per-person overview is meant for coaching, not for keeping tabs on people. Brought in behind people’s backs, a system like this does not work anyway – we set it up openly.
Our team does not keep the CRM up to date.+
That is exactly why we work on the effort it takes rather than on discipline. Emails, meetings and notes are attached automatically.
How reliable is the forecast?+
It comes from your own history of closed deals and gets more accurate over time, as more cases feed into it.
Do we need the lead pipeline?+
Not necessarily. The cockpit runs on its own, but it works better alongside the lead pipeline.
Where is the data held?+
On your own accounts. It can be exported at any time.
See what this looks like for your business.
An intro call, free and with no obligation. We show you a system that is running and tell you honestly whether it is worth it for you.