Aquaffection Sales Tracker

AQUAffection

Sales Tracker — team access

Sales Tracker

Synced

⚠ Email notifications are not configured yet, so assignees won't be emailed. Next steps are still tracked. See the README to switch on email.

⚠ Needs attention

Overdue next steps (2+ days), no contact 30+ days, never-engaged clients, and won clients due a 3-month follow-up

Next steps — responsible person

Open next steps grouped by the responsible person

Pipeline — ranked by closeness to closing

Loading…

All amounts exclude VAT · Shared team workspace · live for everyone with the passcode · Aquaffection (Pty) Ltd

Add Client

Client / company name *

Contact person

Contact detail

Stage

Deal owner

Project value (R, excl. VAT)

SLA value (R, excl. VAT)

Shared savings (R, excl. VAT)

Service fee (R/mo, excl. VAT)

Next step (short note)

Notes

Add contact

Client

Name *

Title / role

Email

Phone

Add site project

Client

Site / project name *

Location

Stage

Project value (R, excl. VAT)

SLA value (R, excl. VAT)

Shared savings (R, excl. VAT)

Service fee (R/mo, excl. VAT)

Next step (short note)

Log engagement

Client

Type

Date

Engaged by *

Move stage to (optional)

Mark the open next step(s) for this client as done

Notes

Engagement

Type

Date

Engaged by

Notes

Assign next step

Client

What needs to happen next? *

Who is responsible?

Their email *

Target date (optional)

They'll get an email with what to do. If not actioned in 2 days, the client is listed for follow-up.

Client

Interactions

Within the selected report period

Reports — interactions

From To

Interactions by person

Interactions by client

Interactions = engagements logged in the selected period

Activity log

Loading…

Who signed in and used the tool — most recent first

Breakdown

Team members

Names + emails fill the pickers and let assignees be notified.

Name

Email