Product tour · Demand
SalesAnswer first. Win more of them.
Turn an enquiry into a customer, and know which ones are worth the effort. Every enquiry lands in one list, wherever it came from. It gets answered while it's warm, quoted fast, and followed until it's a yes or a no.
- 2 daysHarbour Wellness LtdWebsite form · lunchtime classes for staffno reply
- 6 hrsAisha KhanSimmi · private sessions after an injurydrafted
- 1 hrLeith Primary SchoolPhone · after-school clubquoted
Every enquiry, from everywhere, in one list.
Leads arrive by form, chat, phone, email and word of mouth. Each one is captured with where it came from, and matched to the customer if they've been in before.
The website
Contact and enquiry forms on the website, landing straight in the list with the page they came from.
Simmi
The business's AI answers the easy questions on the website and hands over a real lead when someone's interested.
Phone & walk-ins
Taken at the desk in a few taps, so the call that came in during a class isn't forgotten.
Campaigns
Leads from forms, offers and gated guides in Marketing, with the campaign that earned them attached.
Referrals
Customers who bring a friend, tracked and thanked, so the best source of new business is visible.
Business customers
Corporate, school and group enquiries with their own quotes, approvals and payment terms.
Starts as a list. Grows into a pipeline.
Most small businesses have a handful of enquiries a week, and a sales board with ten cards on it looks empty and accusing. So Simma starts with a list, oldest first. The board is there for when the business needs it.
A list
Who asked, when, about what, and whether anyone has answered. The one that's waited longest is at the top.
A pipeline
The same leads as a board, with stages, owners, deal values, and actions that run when a deal moves stage.
Describe the job. Simma writes the quote.
The agent prices it from the business's own rate card, writes it in the business's voice, and adds a way to accept and pay. Once it's accepted, the work and the invoice set themselves up.
- Lunchtime Pilates, on site12 × weekly, up to 20 staff£1,440
- Mats and equipmentBrought by the studio£120
- Total, plus VAT£1,560
From the first hello to the signed quote.
Nothing slips through
- Captured from everywhereForms, chat, phone, campaigns and referrals.
- Where it came from, keptSo the owner learns which sources are worth it.
- Matched to existing customersReturning customers are recognised, not treated as strangers.
- Lead types for each tradeA school enquiry and a private client need different details.
Deals that move
- Stages, as a list or a boardThe same records, however the owner likes to see them.
- Actions when a deal movesA follow-up task, an email or a hand-off, set up once.
- Owners and valuesWho's on it, and what it's worth.
Quotes that turn into money
- Templates and versionsChange the quote without losing what was sent.
- Accept onlineOne click, then it becomes an invoice in Money.
- Expiry datesFollowed up before they lapse.
When the buyer is a company
- Approval stepsFor customers who need two signatures.
- Payment terms and creditNet 15 to 90, credit limits and account holds.
- Quote history per accountEvery version, every contact, one company record.
It knows who's waiting, and which leads are worth it.
Enquiries, customers, campaigns and quotes share one record. So Simma can tell which leads convert and which are going cold. A standalone CRM sees only what was typed into it.
"Three enquiries have gone 48 hours without an answer."
"The Hartley quote was sent 12 days ago. Yours are usually accepted in 4."
"Two quotes expire this week."
"Website enquiries become customers three times as often as social ones."
"Nothing has happened on this for 3 weeks."
"This enquiry is from Sarah, who booked 20 times last year."
Sam answers first. The owner closes the deal.
Sam, the sales agent, makes sure every enquiry gets a fast, personal reply and every quote gets followed up. Each reply is drafted and waits for the owner to approve it. Meet the agents →
"Harbour Wellness asked about staff classes two days ago and nobody replied. I've drafted an answer with a term quote from your corporate rates."
"The Hartley quote is 12 days old and yours usually land in 4. Nudge them, and mention the September start date is filling?"