tortoise itClients, not Excel spreadsheets
Companies, contacts and sales opportunities in one place — instead of scattered Excel spreadsheets and post-it notes on the monitor.
Each company and contact it has its own history — who is the owner of the sale, when was it last contacted, which invoices and tickets are related to it. Nothing is lost when someone from the team goes on vacation or changes jobs.
Sales opportunities flow through clearly funnel phase — from first contact to business won or lost — so you know exactly where each prospect is in the process. Offers generated from CRM are linked directly to invoicing, and contracts are generated from ready-made templates without rewriting from scratch.
Companies and contacts
Complete communication history and ownership in one place.
Sales funnel
Clear stages — from the first contact to the job.
Offers and contracts
Generation from templates, linked to invoicing.
No data loss
Everything stays in the system, regardless of who is in charge.