1. Leads and contacts
One record for every person or company you sell to.
- Contact details: name, email, phone, WhatsApp, company and job title.
- Where they are: city and country, and links to their LinkedIn, Instagram, X, TikTok and website.
- Source: note where the lead came from, such as your website, a call or a referral.
- Search and filter: find leads by name, status, priority or team.
2. Pipeline: status, priority and value
Know which leads matter most and what each one is worth.
- Status: move each lead through the stages of your pipeline.
- Priority: rank leads so the team starts with the most important.
- Estimated value: the expected deal size, with its currency.
- Next follow-up: a date for the next contact, so it is not missed.
3. Notes, documents and activity
Everything about a lead in one place.
- Notes: write what was agreed after each call or meeting.
- Documents: attach proposals, quotes and contracts to the lead.
- Activity log: calls, meetings and other actions are recorded with their date.
4. Teams and assignment
Make sure every lead has an owner.
- Teams: create sales teams and add their members.
- Assign leads: give leads to a team so each one is followed up.
- Leads without a team: new leads wait in their own list until someone assigns them.
- Export: download the list of team members.
5. Campaigns
Plan outreach and see who it reaches.
- Plan: give a campaign a name, a description, dates and a budget.
- Status: a campaign moves from Draft and Scheduled to Active, Paused, Completed or Cancelled.
- Leads in a campaign: link leads to a campaign to see who it covers.
6. Capture leads from your websites
Enquiries arrive in the CRM without anyone copying them.
- Contact forms: a form on a connected A-Tech website sends its enquiries straight into the CRM.
- Safe to repeat: the same enquiry sent twice creates one lead, not two.
- Ready to work: the new lead appears as a New lead in the list of leads without a team.
Ready to run it on Workspace?
Start free, or tell us about your business and we will show you a setup that fits.