Leads & CRM
Give every serious enquiry a clear next step.
Most lost jobs were never refused. They were simply not followed up.
Sahor turns each enquiry into a lead with a source, an owner and a next step, so the follow-up does not depend on someone remembering.
Included in every plan.
New2
Quoted1
Won2
Every source lands in the same place
Knowing where work comes from tells you where to spend. Sahor records the source of every lead automatically.
- 01
WhatsApp
Conversations become leads with the details the customer already gave.
- 02
Website booking
Form requests arrive with service, area and preferred time.
- 03
QR codes
Each code can carry its own campaign name, such as a van or a building lobby.
- 04
Calls and walk-ins
Add them by hand in seconds so the pipeline stays complete.
From enquiry to booked job
Qualify
Service, area and urgency, collected by the AI Receptionist or your team.
Assign
One owner who is responsible for the next step.
Follow up
Reminders when a lead has waited too long for a reply or a quote.
Convert
Turn it into a quote or a job without re-entering anything.
See what the pipeline is really doing
Simple numbers an owner can act on, not a sales dashboard for a sales team you do not have.
- Leads by source this week and this month
- How long leads wait for a first reply
- Leads won, lost and still open
- Which sources turn into paid jobs
Leads & CRM questions
Is this a full sales CRM?
It is a CRM built for service businesses: leads, customers, quotes and follow-ups connected to jobs and invoices. It does not try to be a sales tool for large sales teams.
Can we import leads from a spreadsheet?
Yes. Import customers and open enquiries from a spreadsheet, and Sahor flags likely duplicates before saving.
How are lost leads recorded?
Mark a lead as lost with a reason such as price, timing or area. Over time the reasons show what to change.
Does every lead become a customer record?
A lead links to a customer as soon as you have their details, so the history starts from the first message, even if they book months later.
Stop losing jobs to slow follow-up.
Connect WhatsApp and your website form, and see every open enquiry in one list.