A CRM that carries a job from the first phone call to handover
One system for sales, installation, subsidies and commissions — instead of spreadsheets where everyone held their own version of the truth.
The first screen after signing in. Filters over the list, and actions on every lead that record what happened.
Starting point
The whole sales operation lived in Excel.
Leads, dates and job status were all in spreadsheets. Every rep kept a copy, company names were spelled differently each time, and the same company number existed in two forms.
Only the person who saved a file last could say which one was current. Between the first phone call and the technician on the roof, the job was re-entered by hand several times.
What we built
One system for the whole lifecycle of a job.
Lead, site visit, quote, contract, subsidy, installation, handover — all in one file that moves forward instead of being retyped.
The system finds new opportunities on its own and splits them by region. Meetings sync both ways with Google Calendar, and contracts are signed through DocuSign straight from the job detail.
An AI assistant runs on top of the contract documents. Asked about a notice period, it answers with the clause, not with a list of files.
Outcome
From the first call to warranty service, in one file.
Commissions are calculated from data already in the system. The monthly export to a spreadsheet is gone.
The system is in daily use and keeps growing — modules are added as the business actually needs them.
Key modules
Opportunity discovery
The system finds new leads on its own and assigns them by region.
Sales calendar
Two-way Google Calendar sync. A meeting booked in the field is in the CRM immediately.
Electronic contracts
DocuSign signing from the job detail. The signed document lands back in the file.
Installation records
From site visit to handover: technician, date, materials, photo documentation.
Commission calculation
Computed from data already in the system. No monthly export to a spreadsheet.
AI over contracts
An answer from the actual clause instead of a list of files on a drive.
We build CRM systems to order
If your jobs currently live in a spreadsheet and in people's heads, see how we approach it and what it involves.
Before and after
On the left, the file the business ran on for years. On the right, the same thing — once, in one place.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | Firma | IČO | Telefon | Stav | Termín | Pozn. |
| 2 | ACME Stavebniny s.r.o. | 12345678 | 777 123 456 | schůzka | 19.8. | volat po 15h |
| 3 | Globex Beton s.r.o. | 23456789 | 737234567 | ??? | ||
| 4 | Jan Novák | 34567890 | 605 345 678 | posláno | 12/08/2022 | |
| 5 | Globex Beton | 2345678 | +420737234567 | schůzka | 19.08.2022 | DUPLICITA? |
| 6 | Petra Nováková | 605 345 679 | nezvedá 3x | |||
| 7 | #REF! | #REF! | ||||
| 8 | Initech Energo s.r.o. | 45678901 | docasne@— | nabídka | srpen | |
| 9 | ||||||
| 10 |
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Open studyTell us where your data gets retyped today
Get in touch and we will go through what could be merged into one system. No commitment, no pitch deck.