Follow up
Four stages, because most businesses do not need eleven.
New, contacted, qualified, customer. That is the whole pipeline on the day you start, and for most service businesses it stays that way. Moving an enquiry along is one click, and the stage is the only field anyone is obliged to keep up to date. Businesses with a longer job — a site survey before a quote, a quote before a scheduled install — can add the stages they actually run. Nothing here asks you to design a sales process before you can answer your first enquiry.
Four stages cover most service businesses.
An enquiry is new until someone replies, contacted until you know it is real work, qualified until it is won. That is the sequence a small company already works in, so the board matches the business rather than the software.
Extra stages exist when work needs them.
Installing air conditioning across a hotel involves a survey and a scheduled fitting date, so those stages can be added. They are opt-in, and adding them does not turn the simple view into an administration job for everyone else.
The board shows what has stalled.
Six enquiries sitting in contacted for nine days is the thing worth knowing, and it is shown as that sentence rather than as a chart. You decide who chases them.
Customers
The rest of this area.
Every enquiry, reply and follow-up in one place, with the visit history and the outcome attached to the person.
Leads
Every enquiry in one list, with its source and the page that produced it — useful channels become obvious without a report.
Inbox
Enquiries, replies and follow-up in one thread per person, so nothing sits unanswered in a single employee's mailbox.
Profiles
How a person or company found you, what they read, what they asked and what was agreed — gathered on one page.
Form Submissions
Every submission stored, delivered and confirmed, with an alert if a form that used to produce enquiries goes quiet.
Bookings
Appointments and callbacks taken on your site, using availability from the calendar your team already keeps.
Attribution
Which page, campaign or source produced each customer, shown with the assumptions behind it rather than one confident number.
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