CRM — customers you are still winning

Deyn Book is for customers you have. CRM is for the ones you are chasing.

Leads move along a pipeline from first contact to won or lost. Each lead keeps its own history of calls, notes and next actions. When you lose one, record why — after twenty of those, the pattern tells you something you could not have guessed.

Stages in your trade's words. A school's pipeline runs Enquiry → Contacted → School visit booked → Application → Assessment, and won is Enrolled. A haulier's runs Freight enquiry → Contacted → Rate quoted → Negotiation → Contract won. Landlords, agencies, clinics, hotels, travel, services and others have their own; a shop keeps New → Contacted → Qualified → Won. A company still on the plain stages is offered its trade's with Use them; no lead moves.

From lead to sale. Make a quotation on a lead opens a quotation for them, and the lead lists it. On a school, Enrol as a student opens the admission with the parent filled in; admitting the child marks the lead Enrolled.

Meetings

CRM → Meetings shows today, the week ahead, How did it go? and past meetings.

1. Click New meeting, or Meeting on a lead or customer.
2. Choose who, what about, day, time, length, where, and who goes from your side.
3. Tick to email the client a confirmation with a calendar file, or use the WhatsApp button.

The meeting is in the Calendar and the bell too, and the client is reminded by email the day before. Afterwards record Held, They did not come or Cancelled, what was agreed and the next step. A salesperson sees their own meetings; owners and managers see all.

Book a meeting with us is a link to share on WhatsApp or your website. A prospect picks one of your people (or "anybody free"), a day and a free time, and leaves a name and phone; it becomes a lead with a meeting, and the person is told. Set it up in CRM → Meetings → Book a meeting with us → Settings: who can be booked, the days and hours, the length, and how far ahead.