A Sales CRM That Turns
Leads Into Customers
Capture leads from your website forms and your Facebook and Instagram ads, move them through your own pipeline, send proposals customers can sign online, and turn them into invoices — with calls, meetings and WhatsApp in the same system.
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Visual Leads Pipeline
Leads move through your own statuses on a drag-and-drop board, each with a source, a value and an owner. They arrive from web-to-lead forms, Facebook and Instagram lead ads, and spreadsheet imports.
- Drag-and-drop lead board
- Your own statuses and sources
- Facebook and Instagram lead ads
Proposals, Contracts & e-Signature
Send proposals from templates that customers accept and sign online, convert them into estimates and invoices, and have contracts signed electronically — with reminders before a contract expires.
- Online acceptance and signature
- Proposal to estimate or invoice
- Contract expiry reminders
Follow-ups, Calls & Meetings
Keep every lead warm with tasks and reminders, log calls with Sales Calls, book meetings with Appointments, and reply on WhatsApp through WhatsBot.
- Tasks and reminders
- Call logging with Sales Calls
- Appointments and WhatsApp
A Sales CRM Built Around How You Actually Sell
Leads come in from forms, ads and phone calls; deals move through proposals and contracts; and the result is an invoice. BOOM ERP keeps every step on the same customer record, so nothing is retyped and nothing is lost between tools.
Customers accept and sign proposals online from a link, and signed contracts stay on the customer record — no printing, scanning or email back-and-forth.
The CRM connects to Leads Integration, Sales Calls, Appointments, WhatsBot and Contracts, and invoices through Finance.
From First Contact to Paid Invoice
1. Capture
Leads arrive from web forms, Facebook and Instagram ads, or an import.
2. Qualify
Move each lead through your statuses, with an owner and a value.
3. Propose
Send a proposal the customer can accept and sign online.
4. Close
Convert it into an estimate or an invoice, and sign the contract electronically.
Everything Your Sales Team Needs
What your team gets with CRM & Sales:
- Leads — statuses, sources, values and owners on a Kanban board.
- Web-to-lead forms — enquiries from your website become leads.
- Ad leads — Facebook and Instagram lead ads imported automatically.
- Customers and contacts — one record for every company and person.
- Proposals — templates, online acceptance and signature.
- Estimates and invoices — converted from proposals.
- Contracts — electronic signature and expiry reminders.
- Tasks and reminders — follow-ups that do not slip.
- Calls — logged and followed up with Sales Calls.
- Meetings — booked with Appointments.
- Customer portal — customers see their proposals, invoices and contracts.
- Goals — sales targets for your team.
Made for Teams That Sell
Want to see it first? Talk to us, or compare the plans.