CRM demo: take a quote from first enquiry to won

A service company’s quotes by stage, each with its next step, and the day’s follow-ups below. The data is made up, and every total adds up.

Demo, made-up data. Nothing is saved.

Sample Ltd. · sales

Try this

The demo needs JavaScript to respond. Without it you see the starting screens and nothing can be clicked.

Pipeline

Drag a card to another stage, or press its Next button.

New enquiry

2 deals · €4,600

Survey

2 deals · €6,950

Quote

2 deals · €5,800

Negotiation

2 deals · €8,850

Won

2 deals · €4,400

Lost

1 deal · €1,300

Follow-ups

Overdue2 follow-ups

Today2 follow-ups

Later4 follow-ups

What a real build adds

The demo runs in your browser and forgets everything on reload. A live system has these behind it too.

Roles
Salespeople see their own clients, the manager sees all of them, finance sees the invoices. The first call sets the split.
Your own database
The client data sits in your own database, and the system keeps running if we step away.
Integrations
Számlázz.hu, Billingo and Google Workspace connect directly. Where there is no connection, a scheduled export does the work, and you can see what went across.
The invoice from the accepted quote
An accepted quote’s lines reach your invoicing tool without anyone retyping them.

Three things are enough: how many people sell, where you keep clients today, and which invoicing tool you use.

We move your current client spreadsheet across, and decide with your team what comes over.