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Selling services is slow, technical and full of handoffs. Most firms lose ground in the gaps between those handoffs, not in the pitch itself.
You set up the stages, statuses and lead sources to match your own sales process. SalesPeep then keeps the work moving between people.
Capture every enquiry, tag where it came from, and move it through your own stages such as discovery, solution design, proposal and negotiation. The Kanban deal board shows every open project at a glance.
Track each RFP with its deadline, owner and linked company so the whole team knows where a response stands. Share proposals through secure links and see when they are viewed.
Every contact, meeting, email and document stays on the company record, so delivery and account managers inherit the full story. That history makes renewals and the next project much easier to discuss.
A consulting sale is a series of conversations with several people over weeks or months. SalesPeep keeps those conversations, files and next steps together so nothing depends on one person's memory.
SalesPeep CRM helps software consulting firms close more deals, deliver projects on time, and build stronger client relationships from a single platform.
Yes. It is a flexible sales CRM that consultancies and agencies set up around their own stages, such as discovery, proposal and negotiation. It is not a project management or delivery tool, but it keeps the sales and account side organised.
You can. Each RFP can be logged with its deadline, owner and linked company or deal, so the team can see what is due and who is working on it.
Share the proposal through a secure document link. You can set an expiry date and see an access log of when the link was opened.
Set reminders against renewal dates and log new opportunities as deals on the existing company record. Because the full history sits with the account, the next conversation starts from what you already know.
SalesPeep works with Gmail and Outlook through email sync, and there is a Gmail Chrome extension. If you rely on other tools, talk to us about what you need.
Each company's data is kept in its own separate, isolated workspace. Role-based permissions control who can view or edit records, and activity logs show who changed what.
Most of the work is deciding your stages, statuses and lead sources, then inviting your team. Many teams start with a simple setup and refine it as they go, and we can help during a demo.
Yes. You get a 14-day free trial with full access to every feature, and you do not need a credit card to start.
