More enquiries, quotes that go ahead and projects that run smoothly
For installers, contractors, renovation specialists and construction companies with a team. From the first enquiry to completion in one place, so no customer falls through the cracks.
Sound familiar?
Enquiries come in everywhere
By phone, email, WhatsApp and your website. Not everything gets followed up.
Quotes are left waiting
You do send them, but nobody has time to follow them up.
Your schedule lives in separate lists
And in group chats with your fitters.
In your region, customers find someone else first
While you do the work just as well or better.
Data lives in different systems
Customer, quote and project are not linked.
How we approach it
1. Get found in your region
A website with a clear enquiry form, local SEO and Google Ads for people searching right now. Want a step-by-step quote request with a price indication? Then we use Smart Forms.
- Website
- Reach Your Audience
- Smart Forms
2. Never lose an enquiry again
Every enquiry arrives in Leads. In Sales you create quotes and follow them up; in CRM you see a customer’s full history.
- Leads
- Sales
- CRM (Sales & CRM bundle)
3. From quote to project
After approval you plan the work in Project Management. In Finance you keep track of your finances, linked to your bookkeeping.
- Project Management
- Finance
4. Service after completion
You handle reports and maintenance requests in Service Management. Want customers to see documents and status themselves? There is Customer Portal.
- Service Management
- Customer Portal
Everything in one bundle?
With SalesFision Platform Operations you have Leads, Sales, CRM, Project Management, Finance and Knowledge together, including three users. When your team grows, you add users.
See pricingIncluding three users.
In the bundle- Leads
- Sales
- CRM
- Project Management
- Finance
- Knowledge
How it can work
A customer requests a quote for a new boiler through your website. The enquiry arrives in Leads, and your colleague at the office sees it right away. In Sales you create the quote and schedule a follow-up call. After approval it becomes a project with a schedule for your fitter. After completion you see in Finance whether the invoice has been paid.
- Leads: the enquiry arrives
- Sales: quote and follow-up
- Project Management: planning
- Finance: invoice status
More for construction, installation & renovation
What We Offer
Frequently asked questions
Do you only work for large construction companies?+
Do I have to take the whole Platform at once?+
Does Finance work with my bookkeeping package?+
Can you also redesign my website?+
Curious where best to start?
Do the Business Scan or plan a meeting. Together we look at your enquiries, quotes and planning.


