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TvastrOps CRM
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Open pipeline 0
Weighted forecast 0 Value × stage probability
Win rate 0%
Engaged value 0

Enquiries

Accounts & enquiries

Every warehouse and plant enquiry, from first message to signed engagement.

Showing 0 accounts
0 selected
Account & contact Engagement Value Stage Next step Owner Actions

Pipeline

From enquiry to engagement

Drag cards between stages, or use Advance on a card.

Delivery

Assess → Design → Implement → Stabilise

Engaged accounts by delivery phase. Handover happens once the agreed performance measures hold.

Meetings

Team calendar

Every meeting the team has booked, with its link and invite status.

AI Workspace

Say it in one line

Analytics

Where the work comes from

Conversion, service demand and the problems clients bring to us.

Pipeline by stage

Accounts currently at each stage

Value by service

Open and engaged value, excluding closed accounts

What is slowing warehouses down

Enquiries by the challenge selected on the contact form

Ways in

Enquiries and win rate by engagement type

Owner workload

Open accounts, engaged value and actions due per person

Owner Open accounts Open pipeline Engaged value Needs action

New enquiry

Take or upload a photo and the contact fields fill in.
Contact
Enquiry
Engagement