The CRM: from first enquiry to final payment in one place
Leads, quotes, orders, the workshop board, deliveries, after-sales, hiring and money, with a view for each person.
31 screens · 6 roles · workers' phone app · Xero check
Live demos · made-up business, real software
Click through the systems before you talk to us.
Kestrel Stone & Kitchens isn’t real. The software is: the same code that runs our client’s business every day, filled with made-up customers so you can press every button.
Follow one enquiry through all five
- 1 · WebsiteThe Harper family asks about a stone island
- 2 · InboxA reply is drafted in a minute
- 3 · CRMLead, quote, then an $18,400 order
- 4 · WorkshopPlanned, made and photographed
- 5 · PaidDeposit, progress payment, final
- 6 · Dashboard“This kitchen came from a Google search”
The five demos
Lead-tracking dashboard
Every enquiry traced to the click, search or post that brought it, and to the money it made.
Mailbox reader
Reads the shared inbox, spots real enquiries, files them and drafts the reply. A person still presses send.
Staff assistant in chat
Ask “who’s free Thursday?” or “plan the Harper kitchen” in the team chat and get an answer, or a change to confirm.
A website that books work
Fast, found by Google and AI answers, and every form lands straight in the CRM with where the visitor came from.
More sites we’ve made
See it with your own jobs in it
We’ll walk you through it in 20 minutes and show what it would look like for your business.