GoLocomotiveCustomers and deals
Every customer, every deal, and nothing that slips
One file for everyone you work with, the deals in progress on a board by stage, and the history of every exchange. A lead nobody calls back, a quote with no answer: the app sees it and follows up.
What the module does
Four parts that hold together: the file, the deals, the history, and the follow ups.
One file
The companies and their contacts, with their role: customer, supplier, maker, insurer, lender, partner. When you create one, the app points out those that already look like it: same name, same mail, same phone or same company number.
Deals by stage
Each deal with its customer, amount, expected date, source and salesperson, on a board with your stages. A lost deal always keeps its reason.
The history of every exchange
The calls, mails, meetings and notes, on the customer’s file and on the deal, with the date of the next follow up.
Nothing slips
The leads nobody took wait in the leads pool. What should have moved and did not turns late, and the app follows up with the person in charge until it moves.
Not there yet
- Importing a list of contacts, from a trade show for instance, with its follow up.
- Merging two duplicate files: the app points out the duplicate, it does not merge yet.
Screen by screen
The screens come from the example app of a leisure vehicle dealer, and the last file from that of a heating firm, on made up data. In your app, they carry your words, your stages and your customers.
Management, sales manager
See every deal at a glance
How many deals at each stage, for what amount, and which ones wait for a call.
- A column per stage, with the count of deals and their amount; the stages are yours.
- A deal changes stage from its menu; a lost deal asks for its reason, picked from your list or written.
- Amounts estimated in whole euros, and on each card what your trade wants to see: at a dealer, the margin planned then real.
- A filter per site, and each person sees the sites of their account, on a phone too.
Sales staff
Follow a deal, from first contact to signature
Everything said with a customer, and what is left to do, on their file and on the deal.
- The customer’s file: their contacts, their deals open and past, their exchanges, and your own lists under it when your trade needs them.
- A note goes into the history in one line; a call, a mail or a meeting is logged with its follow up date.
- The source of each deal and the reason of each loss, from your list and in each person’s language.
- The same pages on a phone, in the browser, with nothing to install.
Sales staff, office, management
Nothing left without an answer
A lead nobody took, a customer not called back, a quote with no answer: the app sees it, says it, and follows up.
- The leads pool: the deals and contacts with no salesperson, each with its source, and “Take” to make it yours.
- A lead nobody called back within the time you set, 24 hours at a dealer, turns late and carries its delay on the board.
- “Late” gathers what lags across the business: quotes, supplier orders, warranty claims, leads, each with its delay and its follow ups.
- The app follows up with the person in charge, then again every few days, up to a number of times you set.
Front desk, office
A clean file, shared by everyone
Customers and partners in one place, nothing typed twice, and no duplicate that goes unseen.
- Each company with its roles as badges, and a filter per role.
- When you create a file, the files that look like it are shown with what they share; saving stays possible.
- Search, filters, saved views and spreadsheet export on every list.
- On the file, your own lists: at a heating firm, the customer’s service contract, jobs and invoices.
The trades that use it
The same module, with the words, the stages and the customers of each trade.
Leisure vehicle dealers
The leads from trade shows, the website and walk-ins, the deals up to delivery with their margin, the follow up of a lead not called back within 24 hours. The dealers’ page tells the sales desk.
At the sales desk →Heating and plumbing firms
Households and businesses, their service contracts, jobs and invoices on their file, and the quotes to follow up.
At the quotes desk →Your trade
A laundry and its business customers, a workshop and its suppliers: the same screens, with your words and your stages.
Let’s talk →
With the other modules
The customer file serves the whole app, with nothing typed twice.
Quotes and invoices
A quote and an invoice name the customer and the deal: picking the customer fills in their address.
See the module →Campaigns and consents
The contacts are the people to write to, and their page shows their consents.
See the module →Work orders and workshop
A job names its customer and contact, and reads on their file.
See the module →Supplier orders
Suppliers are companies of the file, and a late order is followed up like a lead.
See the module →
Your customers, your stages
GoLocomotive is in private testing. Access is by invitation. Once you are invited, we show you this module on your trade, with your own stages.