Construction
Help contractors organise project enquiries, site visits, quotations and sales follow-up.
See the construction approachSales Management and Conversion
Follow Up Every Lead Until There's an Outcome.
The Clickatrix Sales System gives every enquiry an owner, a stage and a next step, with reminders, quotation tracking and reporting, so opportunities stop slipping through.
When You Need to Improve Sales Follow-Up
Build a consistent process for tracking leads, following up quotations and monitoring opportunities until a sales outcome is recorded.
Signs you need this
- Follow-ups depend on someone remembering
- Quotations go out and are never chased
- Nobody can see which deals are stuck
- There is no record of why deals are won or lost
How we approach it
- 1Every lead gets a record, an owner and a stage that matches how you sell
- 2Follow-up reminders are set at each stage, so the second and third contacts happen
- 3Quotations are tracked against the lead, and accepted quotes become invoices
- 4Pipeline and activity reports show what is open, won and lost
- Stage 1: Attract
- Stage 2: Engage
- Stage 3: Convert
Follow-ups, quotations and a pipeline you can see
- Stage 4: Manage
What we deliver
Potential deliverables
Help businesses manage opportunities after an enquiry has been received. Your scope is agreed in writing before work begins, so you only pay for what you need.
The system supports a repeatable sales process. It does not replace good selling and customer service; it makes sure they happen consistently.
- Lead management
- Sales assignment and responsibility
- Sales stages and pipeline visibility
- Follow-up reminders
- Quotation follow-up
- Won and lost outcome tracking
- Sales activity and conversion reporting
Industries
Where this is often used
We adapt the approach to your business model, customer journey and sales process.
Travel and Tourism
Help accommodation providers, tour operators and travel businesses organise booking enquiries, consultation requests and customer follow-up.
See the travel and tourism approachPrivate Schools
Help schools reach prospective parents, promote admissions and organise enrolment enquiries.
See the private schools approachHow engagements work
From Business Challenge to Practical Implementation.
Timelines and budgets depend on the scope we agree with you.
- 1
Understand your needs
We discuss your business, your target customers and your current challenges.
- 2
Define the solution
We agree the scope, deliverables, responsibilities and commercial terms in writing.
- 3
Implement
We deliver the agreed service or system. Timelines and budgets depend on the scope.
- 4
Review and improve
We evaluate the indicators we agreed and identify practical improvements.
FAQs
Common Questions
Is the Sales System software or a service?
Both are available. You can subscribe to the software and set it up yourself, or have us configure it around how your team sells with a setup package. Prices for both are on the pricing page.
Will it replace our salespeople?
No. It supports a repeatable sales process: it makes sure follow-ups happen and shows you where deals stand. Your team still does the selling and looks after customers.
Does it handle quotations and invoices?
Yes. Quotations are tracked against each lead, and an accepted quotation becomes an invoice on the same customer record, with ZIMRA fiscalisation where you need it.
Can the pipeline match how we sell?
Yes. Sales stages are set up around how your business actually moves from enquiry to sale, whether that is site visits and quotations or tours and applications.
Other solutions
Let's Find the Right Solution for Your Business.
Tell us what your business is trying to achieve and where you need support. We'll discuss a practical solution based on your needs.