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Visibility · Both

Our pipeline lives in people's heads.

Ask what will close this quarter and you get a guess. We put every lead in one pipeline with a next step, so the forecast is a number, not an opinion.

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What it looked like

  • Each salesperson keeps their own list.
  • Leads go cold because nobody followed up.
  • When someone leaves, their clients leave with them.

Real estateFinancial services

02 · What we did, stage by stage

What we did, stage by stage

  1. Assess

    We count leads by source and stage and find where they go missing.

  2. Map

    We map the sales process from enquiry to signed deal, with handoffs and stage definitions.

  3. Automate

    Enquiries are qualified and logged in your CRM, calls are booked and every deal gets a next step.

  4. Run

    We keep pipeline rules and reports current and review data quality monthly.

03 · The process

Lead to quote

A website enquiry is qualified, booked into a call and answered with a priced quote the same day.

What changed

  • Deals with no next step40%5%Example
  • Enquiry to quote2 days4 hoursExample
Lead to quoteEnquiry to quote: 2 days → 4 hours · Example

Lead to quote

  1. Website enquiry
  2. Qualify the lead
  3. Create CRM record
  4. Good fit?
  5. Book discovery call
  6. Sales lead calls
  7. Quote from template
  8. Discount over limit?
  9. Send the quote
  10. Quote out same day
  11. Enquiry to quote: 2 days → 4 hours (Example)

05 · Questions

Questions

  • Our salespeople hate admin. Will they use it?

    Devvion designs the CRM so it does the admin for them: calls logged automatically, follow-ups suggested, quotes built from templates. Adoption follows when it saves them time.

  • Can you work with a CRM we already have?

    Yes, Devvion usually starts with the CRM you have, such as HubSpot, Zoho CRM or Salesforce, and fixes how it is set up before adding anything.

See all use cases

06 · Contact

Book the assessment.

Tell us what is slowing the business down. We'll confirm the scope and the dates on a first call.