Industry

Consulting CRM for Enquiries & Proposals

From a referral or website enquiry to a signed engagement — every step tracked, every follow-up on time.

The Workflow

Enquiry to Engagement

Referral / Website
Enquiry
Scoping Call
Proposal
Follow-Up
Engagement

Scope

Every Enquiry Scoped and Tracked

Capture the enquiry, record scoping notes on the lead, and move it through statuses that match your sales process.

  • Enquiry captured from any channel
  • Scoping notes on the lead
  • Custom statuses for your process
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled

Close

Proposal Follow-Up That Lands the Engagement

Set a reminder after every proposal, keep the history in one place, and see what is overdue.

  • Reminders after each proposal
  • Full conversation history
  • Overdue follow-ups surfaced
  • Conversion visible in reports
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled

FAQ

Frequently Asked Questions

AliveCRM is a lead management and sales CRM that helps businesses capture leads, assign them to team members, manage follow-ups and reminders, and monitor performance from one place.

Stop Losing Leads. Start Managing Them.

Capture every opportunity, give your team the right information and follow up at the right time.