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Keep customer enquiries in one place.

We set up Odoo CRM or HubSpot so your team can see new enquiries, assign them to staff and keep track of follow-ups.

Plan your pipeline →All services

Pipeline visibilityFollow-ups active

New enquiries

Website leadNeeds demo call

Referral partnerRequested pricing

Qualified

Discovery completeWork in progress

Quote sentAwaiting review

Won ✓

Signed proposalKick-off booked

OnboardingTasks created

Illustrative CRM workflowDeal won! ✨

Every lead has a next stepNo gaps

Our technology ecosystem

Tools we work with

We work with these tools. We can help you choose the ones that suit your business.

Odoo CRMSales pipelines and follow-upsTechnology we work with HubSpotCustomer relationship managementTechnology we work with ShopifyCommerce customer data workflowsTechnology we work with Microsoft 365Business email and productivityTechnology we work with

These are tools we work with. Showing a logo does not mean that company has endorsed or partnered with AMVA.

OnePlace for enquiries

TasksReminders to follow up

TeamShared view of open enquiries

We will agree on the right targets for your project before work starts.

What we offer

Keep track of every enquiry.

Lead capture

Bring enquiries from your website, email and other channels into one system.

FormsEmail

Sales stages

Set up steps for new enquiries, quotes and sales.

Stages

Follow-ups

Reminders to follow up and automatic emails where needed.

Sequences

Quotes and signatures

Create and send quotes and get customer approval.

PDFe-Sign

Calls and messages

Keep notes from calls and messages with the customer record.

VoIPWhatsApp

Reporting

See open deals, results and upcoming work in reports.

Dashboards

How it works

How we work with you

STAGE 1

Discover

We look at how your team works now and agree on what needs to change.

You get: Sales process map

STAGE 2

Design

We show you the plan and check it with you before building.

You get: Configured pipeline

STAGE 3

Build

We build a test version, show you the progress and check it with your team.

You get: Data clean-up and import

STAGE 4

Launch & support

We launch your project, show your team how to use it and agree on support.

You get: Team training and launch

Questions

Questions people often ask

Have another question? Send us a message.

Can you move our customer list from spreadsheets?

Yes. We can check the data and help move it into the CRM.

Odoo CRM or HubSpot?

If you already use Odoo, its CRM may be a good fit. We can also work with HubSpot.

Related services

Not sure what you need?

Tell us what you need help with. We will get back to you to talk it through.

Get in touch →