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CRM & Sales

Every inquiry captured, scored and worked in order

Website enquiries, contacts, deduplication, explainable priority scoring and a pipeline that mirrors how pools are actually sold — from first contact to signed contract.

The problem

High-value pool enquiries arrive through many doors — website forms, phone notes, referrals — and the hottest ones go cold while spreadsheets get reconciled. Generic CRMs don't know what a site visit, a rock clause or a heating upgrade means.

Built for

OwnersSales managersSales consultants
Illustrative sketch of the priority queue and pipeline — not a live screenshot.

How it works

  1. Capture

    Website form submissions and manually logged inquiries land as contacts and leads with duplicate warnings — never silent merges.

  2. Prioritize

    A deterministic score you can read line-by-line ranks the queue: fit, urgency, engagement and service-area match, with every reason shown.

  3. Work the queue

    Assignment, tasks, appointments and follow-up dates keep each lead owned; stage changes are recorded to an activity history.

  4. Close

    Won/lost requires a reason, so your pipeline teaches you something every month.

What's inside

Lead capture & dedup

Deterministic
Website enquiry routing into the canonical CRM with duplicate detection that warns instead of auto-merging.

Explainable scoring

Deterministic
Rule-based score components with visible evidence — no black-box ranking.

Pipeline & stages

Deterministic
Construction, renovation and service pipelines with stage history and required lost reasons.

AI sales suggestions

AI-assisted · human review
Drafted next steps and summaries from lead context; a person reviews and applies them — nothing sends itself.

Tasks & appointments

Deterministic
Follow-ups, site visits and reminders tied to the lead record.

Assignment control

Human approval
Reassignment and closing rights are permission-gated per role.

Teams see one ordered queue instead of scattered inboxes, and every score can be defended in a sales meeting — designed to reduce missed follow-ups without promising specific results.

See it on your own workflow

A walkthrough of the parts that match how your team sells, builds and services pools. No payment details, no commitment.

Book a demo