FEATURES

Eleven pages covering a customer’s whole journey

From the first call to closing, payment and revisits, through lost-deal review and recovery. Each page does one job, and does it properly.

Dashboard

Seven key figures plus today’s and overdue lists, so you know where to start.

Filter by stage, owner or overdue, search by keyword; phone numbers are partly masked.

Overdue, today, next three days. Overdue stays until it is truly handled.

Monthly revenue, count and average deal, by owner and source, with a six-month trend.

Funnel, weighted pipeline forecast, and month-by-month new, won and lost.

Four columns of cards; drag to change stage, with prompts when won or lost.

Ranked by health score; anyone quiet past your threshold turns red.

Reminder settings, team and sources, backup export and bulk import from Excel.

Contract, received, outstanding and due date; overdue in red, debtors first.

Periodic check-ins with past customers; upsells add to the deal total.

Seven fixed reasons ranked by amount, with reminders to try again.

Screenshots below use the system’s demo data.

Fixed, published definitions, and totals that always reconcile: lost-deal rows add up to the headline figure.

Metric	How it is calculated
Win rate	Won ÷ (won + lost). Deals still in progress are left out.
Loss rate	Lost ÷ (won + lost); together with win rate it makes 100%.
Expected revenue	20% of new-lead value plus 60% of in-progress value.
Pipeline forecast	New 20%, in progress 60%, won 100%, lost 0%, summed.
Health score	0–100. Longer silence costs more points, overdue costs more; intent level adjusts it.
Lost amount	Only customers currently lost; revived ones are excluded.