Create one clean record per opportunity
Store the customer name, contact, source, requested offer, interest level, expected amount and next action. Memory and chat history are not a sales system.
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Guide 5 · Online reading
Track interested people and sell more clearly
Organize requests, follow up respectfully and turn interest into a decision.
Keep opportunities from disappearing by using clean records, statuses, next actions, payment tracking and a readable pipeline.
Start readingWho is it for?
Sellers and merchants receiving customer requests who need a more reliable sales follow-up system.
a clear prospect record
correct sales statuses
a scheduled follow-up
amount tracking
a readable pipeline
Online edition
Read the guide
Use statuses to show reality
Move each prospect through the real situation: new, in discussion, follow-up needed, very interested, payment promised, deposit paid, paid or lost.
Schedule the next action
Every active opportunity needs one next action or a clear closing reason. Follow up with context, a useful answer and respect for the customer’s decision.
Track money and improve the pipeline
Record expected, paid and remaining amounts without confusing payment tracking with payment collection. Review response, request and conversion rates every week.
English PDF coming soon
This English edition is available for online reading. No French PDF is presented as an English download.
Put the guide into practice with CoraBiz.
Create your free workspace, organize your offers and keep every interested person in a clear sales follow-up.