Service
CRM System
Leads, pipeline, and follow-ups your sales team will actually use
If your pipeline lives in WhatsApp chats and spreadsheets, deals slip. We build a CRM around how your team actually sells: inquiry, qualification, proposal, follow-up, won or lost — with an owner on every record.
What you get
• Contacts and companies with source (web form, phone, WhatsApp, referral)
• Pipeline stages and deal value
• Tasks and reminder dates so follow-ups happen
• A timeline of notes, calls, and emails
• Optional tickets for after-sales support
• Reports: conversion by source, aging leads, owner workload
• Optional AI drafts for follow-ups — always with a human send
Website to CRM
Your Codevelix website contact form can create the lead automatically. The sales person sees it the same day instead of hunting through inbox.
This is not a bloated enterprise suite. It is a focused Laravel CRM your team will open every morning — and it can talk to POS or ERP later if you outgrow a standalone sales tool.
Talk to Codevelix about a CRM scoped to your pipeline, not a hundred unused modules.
What we implement
- Lead capture from website forms
- Pipeline stages and deal value
- Task reminders and assignments
- Activity timeline
- Basic support tickets
- Exportable sales reports
Who it is for
- Agencies and consultancies
- B2B sales teams
- Service businesses with inbound web leads
How delivery usually runs
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Pipeline design
Stages, fields, and owners.
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Connect
Website form and email into the CRM.
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Adopt
Train the team on daily follow-ups.
Ready to start CRM System?
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