Two salespeople talking in front of a laptop

For sales teams

From web form to live customer, with no lead left behind.

3 ready-made processes with bases and dashboards. Free for 14 days, no card.

Ready in 2 minutes, right in the browser, nothing to install.

Works alongside what your team already uses
  • HubSpot
  • Salesforce
  • Pipedrive
  • Spreadsheets
  • Gmail

The kit

Everything sales needs, already in your account

It arrives in its own folder, as a starting point. Adjust the steps, fields, deadlines and owners to the way your team sells.

  • Contact form

    Every submission becomes a lead in the queue.

  • Lead Intake and Qualification

    Round robin, 4-hour first contact, qualification.

  • B2B Sales Funnel

    Proposal, acceptance by link, close with a reason.

  • Customer implementation

    Starts on its own when the deal is won.

  • Companies, contacts and interactions

    Your accounts update at every step.

  • Pipeline and accounts

    Forecast, funnel, win and loss reasons.

In practice: one lead from form to go-live

No handoff left hanging

  1. The Talk to our team form filled in on a phone

    1

    The lead lands in the right queue

    The prospect fills in the form. The lead goes to the next rep in the rotation, with 4 hours for the first contact, and the company is already in the base.

  2. Proposal acceptance on the customer's phone, with the PDF, value, discount and expiry

    2

    The customer accepts by link

    The proposal goes out with its value, discount and expiry. A discount above 10% goes to the manager first. The customer accepts, asks for changes or declines on the phone, with no account.

  3. A completed deal in Cadenio, with the customer implementation generated and in progress

    3

    Won, the implementation starts

    When the deal is marked as won, the implementation opens on its own with what was sold and what the customer wants to achieve. The two runs stay linked.

When the manager asks, the pipeline answers.

The dashboards build themselves from what the team records at each step. No side spreadsheet, no asking for updates in the chat.

  • Weighted forecast based on each deal's stage
  • Value in the pipeline and funnel by stage
  • Why deals are won and lost, over the last 180 days
  • Deals won by rep, credited to whoever closed them
  • A company with no interaction in 14 days becomes a follow-up task

Questions

Questions sales leaders ask

Do I have to replace the CRM I already use?

No. The kit covers the process: who takes the lead, what must be ready before the proposal, who approves the discount and what happens after the sale. If your team uses a CRM, it can stay there; if it runs on spreadsheets, the kit brings bases for companies, contacts and interactions.

Does the customer need an account to accept the proposal?

No. They get a link, see the proposal PDF, the value, the discount and the expiry, and answer on the phone or the computer: accept, ask for changes or decline. The answer goes back to the deal right away.

How much is it after the 14 days?

The trial asks for no card: you only pay if you stay. After that, pick the plan that fits your team.

See plans and pricing
Can I change the funnel, the fields and the deadlines?

All of it: steps, fields, deadlines, approval rules and owners. The discount limit, the rotation and the dashboards adjust too. The kit is a starting point.

How does a website lead reach the team?

Through the kit's form, which has a public link for your website, bio or a campaign. Every submission opens the lead intake with the details filled in and hands it to the next rep in the rotation.

Put your next lead on rails.

The sales kit in your account in 2 minutes. Free for 14 days, no card.

Start free with the kit