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    CRM built for production operations

    A practical CRM for businesses that need better follow-up, cleaner customer records, and a clearer sales pipeline without enterprise software overhead.

    Lead pipeline by stageCustomer timelinesTask remindersQuote follow-up workflow
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    Sales & Customer Operations

    Module: CRM

    Illustrative product interface. Figures shown are sample data, not client results.

    Who it helps

    Service businesses, distributors, and teams managing leads by phone, WhatsApp, and email.

    Local fit

    Designed for teams that sell through relationships, referrals, phone calls, and WhatsApp, not only through web forms.

    Commercial model

    Guided trial access is available before rollout.

    Product Surface

    CRM at a glance.

    The mockup is arranged to show the operational signals first, then the supporting detail. It keeps the page readable on desktop and compact on mobile.

    Starting from

    $65 / month

    Guided trial access before rollout.

    Illustrative product interface. Figures shown are sample data, not client results.

    Why It Works

    Cleaner execution starts with a clearer view.

    The Problem

    Many growing teams lose context between first contact, quotation, delivery, and repeat business. Leads sit in inboxes, follow-ups depend on memory, and nobody has one trusted view of the account.

    Why This Works

    Pipeline visibility, follow-up discipline, and customer history in one place. The goal is not feature overload — it is cleaner execution, clearer visibility, and a faster path from admin work to business action.

    Proof Points

    —Lead pipeline by stage

    —Customer timelines

    —Task reminders

    —Quote follow-up workflow

    Feature Breakdown

    What teams use every day.

    Each module focuses on the parts of the workflow that need clarity most: ownership, status, timing, and the next action.

    01

    Lead capture and follow-up discipline

    Track every prospect, owner, next step, and due date in one sales workflow.

    02

    Customer history that survives handovers

    Keep notes, quotations, tasks, and account status connected to the client record.

    03

    Sales visibility for owners and managers

    See pipeline by stage, conversion risk, and activity gaps without waiting for manual updates.

    04

    Connected workflows

    Integrate CRM activity into delivery, support, finance, or custom internal systems when needed.

    Use Cases

    Built for these operations.

    01

    Service businesses

    Track prospects, quotations, follow-up reminders, and post-sale account management.

    02

    Distribution teams

    Coordinate field reps, customer visits, repeat orders, and account coverage.

    03

    Owner-led sales teams

    Create visibility before the founder becomes the reporting bottleneck.

    Implementation

    How rollout works.

    Deploy CRM as a focused platform, or connect it into a wider MathBrooks delivery covering custom software, workflow automation, analytics, or AI.

    • —Standalone deployment for a fast operational win.
    • —Integration with existing finance, operations, or reporting tools.
    • —Extension into bespoke workflows when the business outgrows a standard setup.