CRM & Sales
Never lose an inquiry again.
Every inquiry — walk-in, call, referral, website form — lands in one pipeline, gets an owner, and can't quietly go stale.
What it does
What it does for your business.
Every channel, one inbox
Log inquiries from any source, and website inquiries flow in automatically — they reach every VectorAxe customer, even without the CRM plan, because losing a callback request is indefensible.
A pipeline your team will actually use
New, contacted, quoted, won or lost. No fifteen-stage funnels to maintain — just a clear board with owner assignment and an activity thread on every lead.
Staleness that surfaces itself
Leads that sit too long get flagged, so follow-ups happen while the prospect is still deciding — not after they've signed with someone else.
Lost deals teach you something
Closing a lead as lost requires a reason. Over time, that's a record of why deals slip — pricing, timing, competition — instead of a silent graveyard.
One click from won to working
Convert a won lead into a customer instantly — then import their sites in bulk from a spreadsheet and go straight to authoring the contract.
Coming soon
- Quotation and estimate documents — today the sales motion goes lead → contract; a formal quote document is on the near-term roadmap.
The workflow
From website form to signed customer
The exact flow a growing operator runs every week:
- 1
The inquiry arrives
A facilities admin fills the contact form on your public website. The lead appears in your inbox immediately — no copy-pasting from email.
- 2
Your team works it
An account manager calls, logs the conversation in the activity thread, and moves the lead to quoted. Every touch is on the record.
- 3
Won becomes a customer
One click converts the lead. Sites, contacts, and GST details are imported in bulk, previewed row by row before anything is committed.
- 4
The contract takes over
From here the contract wizard picks up — pricing rules, service commitments, and an approval workflow with real separation of duties.
See CRM on your workflows.
A 30-minute walkthrough tailored to your branches and modules — and a custom quote within 24 hours.
Your instincts. Our intelligence.