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Service

CRM System

Leads, pipeline, and follow-ups your sales team will actually use

Pipeline Stages from inquiry to won / lost
Follow-ups Reminders so leads do not go cold
History Calls, emails, and notes on the contact
Reports Conversion and source visibility
CRM System by Codevelix

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.

CRM gaps we close

Relative picture of where teams typically lose time or spend budget — used in discovery, not a promise of your numbers.

  • Leads stuck in WhatsApp 87
  • No owner on an inquiry 74
  • Missed follow-up dates 69
  • No source / conversion report 61
  • Support history lost 52

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

  1. Pipeline design

    Stages, fields, and owners.

  2. Connect

    Website form and email into the CRM.

  3. Adopt

    Train the team on daily follow-ups.

Ready to start CRM System?

Request a consultation

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