A CRM that works the leads on its own.
Wewood manufactures and sells furniture. We built the CRM that receives leads from the website, finds out who each company is, follows the pipeline through to the quote, and keeps sales aligned with the accounts.
Leads arrive from everywhere. The context always arrives later.
A project enquiry comes in by email, through the website form, or from a trade fair. Before replying you need to know who the company is, what they have already bought and at what price. That context work was done by hand, lead by lead.
Website enquiries arrived as email and were copied by hand into a spreadsheet.
Finding out who was asking for a quote meant manual research, case by case.
The same client existed several times over, with the name written differently each time.
Quotes were assembled outside the catalogue, with prices that were no longer current.
Commercial information was split between the sales spreadsheet, each salesperson’s mailbox, and the memory of whoever was following the deal.
One commercial operation. One system. Eight areas.
Commercial, pipeline, quotes, catalogue, communications, operations, reporting and marketing all run on the same database, with access by role.
Leads, contacts, companies and private clients on one record.
Deals by stage, stall alerts and recovery of lost deals.
Quotes built from the catalogue, with pricing rules and generated documents.
Products, references, suppliers and controlled access for clients.
A full email client inside the CRM, tied to every deal.
Supplier orders, stock and storage locations.
Sales, targets per salesperson and an executive dashboard.
Campaigns and platforms, with the origin of every lead.
The lead arrives, the system finds out who they are, and the salesperson opens the conversation already informed.
The pipeline stopped depending on who remembers.
Every deal carries a stage, a value and an owner. The system flags what has stalled for too long and returns lost deals worth a second attempt to the queue.
Every lead arrives with context, not just a name.
When a lead or a company is created, an agent searches the web and returns a briefing with sources: sector, size, markets and buying signals. It happens on creation, without anyone asking.
Quotes built from the real catalogue.
Lines come from the catalogue with reference, supplier and pricing rules already applied. The document is generated from the approved quote, with no rewriting.
Email lives inside the deal.
The team works the mailbox inside the CRM itself. Every message stays linked to the contact and the deal, and enquiries arriving from the website are read and turned into leads.
The work that needed remembering now happens on its own.
The website enquiry lands in the CRM already tied to the company and its history.
The briefing is researched at the moment of creation, with the sources cited.
The daily sync deduplicates clients by identifier, email and name, then reassigns their sales.
“A lead comes in and we already know who we are talking to. The conversation starts in the right place, and the quote comes from the real catalogue.”
Built to stay inside the company.
One application, one database, access by role, and integrations with what the operation already used.
